For Operators & Investors
Software for Real Estate Operators and Investors Who Run on Numbers.
From deal underwriting to investor distributions, get one custom system that ties acquisitions, portfolio performance, and reporting together, instead of a tangle of spreadsheets and disconnected platforms.
How We Build for Operators & Investors
One system that runs the portfolio from acquisition to investor reporting, with each stage built around how you operate.
Acquisition & Deal Pipeline
Deals live in inboxes and one-off spreadsheets, and underwriting a new property means rebuilding the same model from scratch.
A single pipeline from sourcing to close, with reusable underwriting models so you can screen and compare deals in minutes, not days.
- Deal sourcing and pipeline tracking by stage
- Reusable underwriting and proforma models
- Scenario and sensitivity analysis
- Due-diligence checklists and document storage
- Side-by-side deal comparison and scoring
Portfolio Performance
NOI, occupancy, and cash flow are scattered across properties and entities, so a true portfolio view takes days to assemble.
Live dashboards that roll up performance across every property and entity, so you always know where the portfolio stands.
- Real-time NOI, occupancy, and cash-flow dashboards
- Performance by property, market, and entity
- Budget vs. actual tracking with variance alerts
- Debt, maturity, and covenant monitoring
- Custom KPIs and portfolio rollups
Financials & Multi-Entity Consolidation
Every entity has its own books, and consolidating them at month-end is a manual reconciliation marathon.
Automated consolidation across entities and properties, with reconciliation and distributions that close the month in hours, not weeks.
- Multi-entity financial consolidation
- Automated bank and ledger reconciliation
- Intercompany transactions and eliminations
- Distribution and waterfall calculations
- Audit-ready financial reporting
Investor Relations & Reporting
Investors want their numbers on demand, and assembling branded statements and answering capital questions eats your quarter.
A branded investor portal with statements, distributions, and documents that update from live data, so investors self-serve and you stop chasing reports.
- Branded investor portal with self-service access
- Automated distribution tracking and statements
- Capital call management and funding status
- Investor document vault for K-1s, agreements, and reports
- Per-investor returns and ownership tracking
Connects to Your Real Estate Stack
We integrate with the platforms you already run: Yardi, AppFolio, QuickBooks, Juniper Square, and more. Keep your system of record; lose the manual reporting.
Book a 30 minute discovery call
Free, no commitment. Walk us through how your real estate work runs today and we will tell you what we would build first.
Not a Operators & Investor?
We build for every side of the business. Explore the workflow that fits yours.
Custom AI & Software That Pays for Itself
The capabilities clients ask for first. Each runs on your own tools and data, grounded in your sources, and you own it outright, not a generic per-seat AI that never sees your stack.
AI Workshops
Want to test the waters first?
Not ready to build? Start with focused AI training. Your team learns to fully leverage Claude, ChatGPT, Gemini, and Microsoft 365 Copilot on your real workflows and the tools you already use.
Every workshop is private to your team. One company per session, never a mixed room.
Explore AI WorkshopsA few things your team could put AI to work on
- Monitor leasing and guest inboxes and draft replies for you to send
- Auto-fill leases, renewals, and owner reports from your own templates
- Reusable skills and artifacts that summarize a deal or pull portfolio numbers on demand
- Connects directly to Gmail, Google Drive, and Office 365
Software Built Around How Operators & Investors Actually Work.
Get a custom software quote in under 2 minutes, or book a call to talk it through.