PortoVision Advisory

Lot & Build Feasibility

Before you spend real money, make sure the dirt works.

What’s Included

• Intake call (lot, goals).
• Parcel / deed / basic zoning snapshot.
• Access & utilities check.
• Floodplain & soils risk flag.
• Rough TX $/sf build range.
• Next 3 decisions map (survey, soils, architect).
• PDF recap + action list.
   

You Provide: Address/parcel #, any survey, target size, timeline.
Next: Ready to design? Jump to Visionary Ventures.
Financing optional via Patty Porto (RMLO NMLS 275265) 

Concept & Pre‑Design Planning

Shape the build before you pay for plans you’ll redraw.

What’s Included

• Program worksheet (rooms, SF targets).
• Finish level matrix + cost impacts.
• Hard vs soft cost budget stack (sheet).
• Permit / HOA / utility timeline outline.
• Preliminary lender budget export.
• Architect / builder shortlist (by request).
• Pre‑Design packet PDF.

You Provide: Must‑haves, budget ceiling, inspo pics, HOA docs.
Next: Moving to bids? See Builder’s Blueprint.
 Next: Moving to bids? See 

Bids, Scope & Permits Support

Lock scope. Compare bids apples‑to‑apples. Don’t blow the permit.

What’s Included

• Bid request template + compare matrix.
• Scope & allowance alignment review.
• GC insurance / license checklist.
• Permit doc packet prep.
• Lender construction budget formatting.
• Pre‑close doc QC (W‑9s, builder pkg).
• GC contract red‑flag read (not legal advice).
• Punch‑list email. 

You Provide: Plans PDF, GC bids, permit list, insurance docs.
 Next: Breaking ground? Step up to Dream Maker Pro.

Full Build Advisory (Design‑to‑CO)

We ride shotgun from mobilization to certificate of occupancy.

What’s Included

• Everything in Builder’s Blueprint.
• Kickoff w/ owner + GC (+ lender if financed).
• Draw schedule setup + live tracking.
• Change‑order log & budget impact.
• Monthly progress review (video or call).
• Photo / invoice spot checks.
• Close‑out checklist (CO, waivers, warranties).
• Refi / perm loan readiness review.

You Provide: Executed GC contract, draw schedule, invoice access.
 

Ongoing Owner Rep / Project Oversight

Stay on budget and schedule—especially if you’re remote.

What’s Included

• Monthly (or milestone) owner‑GC review call.
• Budget vs actual updates.
• Schedule slip & risk flags.
• Change‑order tracker.
• Photo / inspection review & escalation.
• Lien waiver & insurance reminders.
• Draw request support (if we originated loan).
• Final debrief.

You Provide: Updated budget file, invoices, photos, GC contact.
Financing optional. Coordination available if financed through Patty Porto 

Ops, Cash Flow & Growth Strategy

Need clarity on entity, revenue, staffing, systems?

What’s Included

• 60‑min strategy session (Zoom).
• Business health snapshot (entity, $, ops).
• 90‑day priority map.
• Banking / payments / bookkeeping check.
• Funding readiness notes (credit, docs, timing) 
• Follow‑up summary + next steps.
• Option: recurring sessions.

You Provide: Current entity, revenue ballpark, top pain points.
 Mortgage services optional; disclosed separately Patty Porto NMLS 275265

3-Session Pack

• 1:1 Strategy Sessions (Zoom or Phone)
   
• Business Structuring Advice (LLC, Licensing, Compliance)
   
• Marketing & Branding Breakdown
   
• Lead Generation Blueprint
   
• Automation & Operations Mapping
   
• Funding & Credit Building Tactics

Monthly Mentorship (4 sessions + chat support)

• 1:1 Strategy Sessions (Zoom or Phone)
   
• Business Structuring Advice (LLC, Licensing, Compliance)
   
• Marketing & Branding Breakdown
   
• Lead Generation Blueprint
   
• Automation & Operations Mapping
   
• Funding & Credit Building Tactics

1-Hour Session

• Deal Analysis (Fix & Flip, Buy & Hold, DSCR, Ground-Up Builds)
   
• Market Research Guidance
   
• Investor Pitch Review
   
• Exit Strategy Planning
   
• DSCR Loan & Creative Financing Coaching
   
• Marketing & Branding Breakdown
   
• Lead Generation Blueprint
   
• Automation & Operations Mapping
   
• Funding & Credit Building Tactics

3-Session Pack

• Deal Analysis (Fix & Flip, Buy & Hold, DSCR, Ground-Up Builds)
   
• Market Research Guidance
   
• Investor Pitch Review
   
• Exit Strategy Planning
   
• DSCR Loan & Creative Financing Coaching
   
• Marketing & Branding Breakdown
   
• Lead Generation Blueprint
   
• Automation & Operations Mapping
   
• Funding & Credit Building Tactics

Monthly Mentorship (4 sessions + deal reviews)

• Deal Analysis (Fix & Flip, Buy & Hold, DSCR, Ground-Up Builds)
   
• Market Research Guidance
   
• Investor Pitch Review
   
• Exit Strategy Planning
   
• DSCR Loan & Creative Financing Coaching
   
• Marketing & Branding Breakdown
   
• Lead Generation Blueprint
   
• Automation & Operations Mapping
   
• Funding & Credit Building Tactics

1-Hour Session

• Budgeting & Scope Management
   
• Gantt Chart Creation & Job Flow
   
• Subcontractor Management Advice
   
• Cost Control Systems
   
• Permit, Inspection, and Draw Scheduling

3-Session Pack

• Budgeting & Scope Management
   
• Gantt Chart Creation & Job Flow
   
• Subcontractor Management Advice
   
• Cost Control Systems
   
• Permit, Inspection, and Draw Scheduling

Monthly Mentorship (4 sessions + checklists/templates)

• Budgeting & Scope Management
   
• Gantt Chart Creation & Job Flow
   
• Subcontractor Management Advice
   
• Cost Control Systems
   
• Permit, Inspection, and Draw Scheduling

Get hands-on help fast. One-day, deep-dive strategy intensives via Zoom or in person (Houston only).
 

Full-Day (6 hrs) – $850

Half-Day (3 hrs) – $475