$5M–$50M Portfolio, 50–500 Units

Scale Your Capital. Not Your Headcount.

Most operators hit a wall not because they can't find deals or raise capital — but because their back office can't keep up. They're spending 20+ hours a week on investor reporting and still getting LP complaints. The first week of every month disappears into spreadsheets instead of strategy.

Our AI agents handle the reporting complexity that scales with investor count. Grow from 20 LPs to 200 without adding operational staff. Deliver institutional-grade reporting without the institutional overhead.

Start 45-Day PilotView Pricing

Case Study — $12M Multifamily Syndicate, 150 LPs

Monthly investor reporting

Before

40 hrs/month

After

4 hrs/month

Change

90% reduction

LP satisfaction score

Before

3.4 / 5

After

4.7 / 5

Change

+38%

Due diligence per deal

Before

3 weeks

After

1 week

Change

67% faster

LP capacity (same team)

Before

50 LPs

After

150 LPs

Change

3× scale

Annual operational savings

Before

$200,000

After

$114,000

Change

$85K saved

"I used to dread the first week of every month. Now I spend that time finding deals and talking strategy with investors. Our last capital raise filled in 3 weeks instead of 3 months."

— Managing Partner, $12M multifamily syndicate

Operators say this every month

These are symptoms of a back office that hasn't scaled with the portfolio. Every one of them is fixable.

Reporting Overwhelm

"I spend the first week of every month just doing reports."

Due Diligence Speed

"We passed on a great deal because we couldn't analyze it fast enough."

Distribution Accuracy

"One mistake in a distribution and I lose investor trust forever."

LP Communication

"I spend 20 hours a week just answering investor questions."

Portfolio Visibility

"I have data everywhere — Excel, email, Dropbox, my head."

Growth Ceiling

"I can't scale past $10M because operations break."

Workflows We Automate

Your waterfall structure, your report format, your investor communication style. Agents learn it once and execute it flawlessly every cycle.

Tier 1

Investor Reporting

Before

100–200 hrs/month (2–4 hrs per report × 50+ LPs)

After

Under 20 hrs/month

Detail

Automated data aggregation from property management software, bank accounts, and spreadsheets. Template-driven report generation with your branding. Personalized investor communications at scale.

Tier 1

Acquisition Due Diligence

Before

10–20 hrs of admin per deal

After

Under 3 hrs per deal

Detail

Automated document ingestion, checklist-driven review with red flag identification, rent roll analysis and variance detection, T-12 financial statement normalization.

Tier 1

Portfolio Performance Tracking

Before

10 hrs/week manual KPI compilation

After

1 hr/week exception review

Detail

Real-time dashboard updates aggregated from all data sources. Proactive alerts for vacancy spikes, expense overruns, and budget variances. Automated variance analysis.

Tier 2

Investor Onboarding & Communication

Before

3 hours per new investor

After

30 minutes per new investor

Detail

Subscription document collection and accreditation verification, welcome sequences and education delivery, FAQ responses and status updates.

Tier 2

Distribution Processing

Before

8 hours per quarter

After

1 hour per quarter

Detail

Cash flow calculation and waterfall modeling, distribution notice generation, ACH/payment processing coordination, tax document preparation support.

Tier 2

Asset Management Documentation

Before

5 hrs/week scattered across tasks

After

30 min/week oversight

Detail

Insurance renewal tracking and certificate management, property tax protest deadline management, renovation progress tracking, lender reporting and covenant compliance.

Operator Types We Serve

Different strategies, same operational ceiling. We've solved it for all of them.

Multifamily Syndicators

50–200 unit value-add properties

GP manages, LPs invest, profit splits on exit. Institutional-grade reporting without the institutional overhead.

Key Need

Investor reporting, LP distributions, waterfall calculations

Single-Family Rental Aggregators

Build-to-rent and scattered-site SFR

Institutional-style operations at smaller scale. Consistent performance tracking across dozens of addresses.

Key Need

Portfolio-level reporting across dispersed assets

Fix-and-Flip Operators

6–18 month renovation cycles

Hard money or private capital funding. Speed of analysis is competitive advantage.

Key Need

Project tracking, capital deployment reporting, fast closings

BRRRR Investors

Buy, Rehab, Rent, Refinance, Repeat

Recycling capital to scale without new investment. Complex multi-stage documentation requirements.

Key Need

Deal pipeline management, refinancing documentation, performance tracking

90%

reduction in monthly reporting time

3×

LP capacity with the same team

$85K

average annual savings per operator

67%

faster deal due diligence

How deployment typically unfolds

1

Month 1–2

Pilot Validation

  • Investor reporting proven and automated
  • Team comfortable with AI collaboration
  • First LP receives AI-generated report
2

Month 3–6

Core Investment Operations

  • Acquisition due diligence agent
  • Performance tracking and dashboard
  • Investor onboarding agent
3

Month 6–12

Full Deployment

  • Distribution processing and waterfalls
  • Asset management documentation
  • Capital call management
4

Year 2+

Growth Enablement

  • Scale agents as LP base grows
  • Advanced analytics and forecasting
  • Unlimited growth, no proportional hiring

The recommended pilot: Investor Reporting

45 days. One full reporting cycle. We integrate with your current systems, train agents on your specific report format, and generate your next report in under 30 minutes. If we don't hit the metrics, you pay only the pilot fee.

Pilot fee: $7,500 — credited toward your first month if targets are met.

Start the Pilot