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.
Custom AI That Pays for Itself
The three builds clients ask for first. Each one runs on your own tools and data, grounded in your sources, and you own it outright. No generic per-seat AI subscriptions that never see your stack.
Business-Specific MCP Server
Connect Claude or ChatGPT to your portfolio stack. Ask about a property, an entity, or an investor and get an instant, cited answer pulled from Yardi, your data room, and your documents.
ROI: Pulling portfolio answers in seconds instead of waiting on an analyst can save days of turnaround on every diligence cycle.
Self-Cleaning Document Hub + RAG Chat
Leases, offering memos, and investor documents auto-organized and synced, with RAG chat that answers questions across the whole data room in seconds, every answer cited.
ROI: Cutting diligence and investor-request turnaround can shave weeks off a deal and protect time-sensitive returns.
Historical Financial Modeling on BigQuery
Pipe portfolio and deal history into BigQuery and model it. Roll up NOI across entities, underwrite new deals against real comps, and track returns and distributions in one place.
ROI: Underwriting on your own historical performance instead of generic assumptions can change the call on a multi-million-dollar deal.
The business math
A custom build is a one-time investment you own, not a per-seat subscription that compounds against you. It runs on your real data, so the answers are right, and the value grows as your data does.
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.
Not a Operators & Investor?
We build for every side of the business. Explore the workflow that fits yours.
Software Built Around How Operators & Investors Actually Work.
Get a free project estimate in under 2 minutes, or book a discovery call to walk us through your workflow today.