Case Study: Trilogy Real Estate Group cuts draw processing time 90% and scales to $600M+ with Northspyre
Key results
The challenge
After launching a ground-up development arm in 2022, Trilogy Real Estate Group faced rising financial complexity across draws, cash flow, and vendor payments. Core workflows ran on Yardi, Excel, PDFs, and email threads, and draw packages took 40+ hours to create, slowing funding timelines and increasing risk as the firm tried to grow.
The solution
Trilogy centralized budgets, invoices, and draws in Northspyre, replacing manual and disjointed workflows with real-time dashboards and a single source of truth across development, construction, and finance. Role-based permissions and shared dashboards kept teams aligned without constant follow-ups.
“Per project, it probably saves 20 hours a month. We're able to really take a lot of lift out of what had been our excel spreadsheets, [and] we're able to put more and more of the lift on Northspyre.”
JPJoshua PetersVP of Construction, Trilogy Real Estate Group
The results, in context
Trilogy reduced draw processing time by 90%, from 40+ hours to under one hour per draw, and saved 20+ hours per project per month. The firm reported 400% growth without added headcount and scaled to a $600M+ active development pipeline, described as 10x scale with no added overhead.