The Whole Portfolio Without Another Spreadsheet
See every asset and fund on one dashboard, against budget and business plan, and ask for what you need in plain English.
- Your dashboard, your wayArrange Home with the figures you watch, filtered by fund, market or property type.
- Against budget and planSee net operating income for every asset against its budget and its business plan.
- Exceptions come to youGet variances, covenant breaches and missed dates by email, every week or month.
Custom dashboards filtered your way
Design your home screen to track the exact metrics that matter most, filtered instantly by fund, market, or property type.
- Flexible widget arrangementDrag and drop modules to build custom executive views tailored to your specific management focus.
- Dynamic portfolio filtersSlice dashboard data instantly by market, property type, investment group or fund, or just the assets you manage.
- Up-to-date portfolio visibilitySee the latest figures on file across the portfolio the moment you log in, without waiting for manual reports.
NOI tracked against plans
Benchmark net operating income asset by asset against both your annual budget and original business plan underwriting.
- Asset-level variance trackingCompare actual net operating income directly to approved targets across every property in your portfolio.
- Business plan performance checkMeasure ongoing operational results against your original underwriting and each business plan since.
- Immediate underperformance flaggingSpot budget overruns and revenue shortfalls early to take corrective action before returns suffer.
Occupancy, rollover, and receivables oversight
Track occupancy trends, upcoming lease expirations, and aged collection balances across your entire portfolio in one view.
- Portfolio-wide occupancy monitoringKeep an eye on occupied and leased rates across all properties, by the square foot or by the unit.
- Proactive lease rollover trackingView upcoming lease expirations across your holdings to plan renewals and mitigate vacancy risk.
- Aged receivables visibilityMonitor past-due tenant balances and collection performance to protect operating cash flow.
Unified debt and covenant tracking
Monitor upcoming loan maturities, debt service coverage ratios, and lender covenants across all financing packages.
- Centralized debt viewTrack lenders, loan balances, interest rates and maturity dates across every loan in a single view.
- Automated covenant monitoringKeep tabs on debt service coverage ratios and loan-to-value limits to maintain lender compliance.
- Refinancing runway visibilityIdentify upcoming debt maturities well in advance to plan capital strategies and lender negotiations.
Ad-hoc reports from plain text
Generate custom analytical reports and portfolio summaries simply by typing a request in plain English.
- Conversational report creationAsk for custom cross-portfolio data cuts without relying on IT or complex database queries.
- Instant table generationProduce clean summaries of operational metrics, leasing stats, or financial data on command.
- Zero spreadsheet setupSkip building manual report templates from scratch just to answer unique executive questions.
Scheduled exception digests by email
Receive automated summary reports highlighting critical portfolio exceptions, variances, and risks on a weekly or monthly cadence.
- Automated exception summariesGet concise email roundups of budget variances, missed deadlines, and operational red flags automatically.
- Flexible delivery schedulesChoose a weekly or monthly digest, on the day and at the time that suit you.
- Management by exceptionFocus executive attention where it matters most without digging through raw data or endless spreadsheets.
The Parts of the Platform You'll Use Most
See It on Your Own Portfolio
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