Connected stack
Northwind REIT
Track assets, investor data, cash flow, and files without jumping between tools.
Northwind REIT
Vertex Harbor
Orion Capital
REIT OPERATIONS
Track portfolios, investor reports, compliance tasks, and cash flow in one place. Keep assets, tenant data, and documents tied to each fund, with a free trial and no card needed.

Connected stack
Track assets, investor data, cash flow, and files without jumping between tools.
Northwind REIT
Vertex Harbor
Orion Capital






CORE PRODUCT TOOLS
See every fund, asset, and tenant view in one live list.

See every fund, asset, and tenant view in one live list.

Build clear reports for owners, boards, and LP updates.

Track review steps, approvals, and due dates with ease.

Keep rent rolls, leases, and asset notes in one place.

Watch cash in and out by fund, property, or month.

Store files, tags, and signed docs with each asset.
WHO USES IT
Close books faster with clean cash flow and report data.
See every fund, asset, and tenant view in one live list.
Build clear reports for owners, boards, and LP updates.
Track review steps, approvals, and due dates with ease.
Keep rent rolls, leases, and asset notes in one place.

Use case 01
Close books faster with clean cash flow and report data.

Use case 02
Follow asset status, leases, and work orders in one view.

Use case 03
Send better LP updates with files, charts, and notes.
assets tracked

assets tracked
report templates
report uptime
saved each week
PRICING THAT FITS
One fund workspace Basic portfolio tracking Cash flow snapshot 25 document uploads CSV export
$0
One fund workspace
Basic portfolio tracking
Cash flow snapshot
25 document uploads
$149
Up to 10 funds
Investor report packs
Compliance task flows
Property and tenant records
Custom
Unlimited funds and entities
Multi-entity reporting
Role-based approvals
API data sync
Proof
“We cut month-end report prep from two days to a few hours.”

Maya Collins
VP Finance @ Northwind REIT
“Our asset team and finance team now work from one record set.”

Ethan Brooks
Director of Ops @ Orion Capital
“Investor updates are cleaner, and we find files much faster now.”

Priya Shah
IR Manager @ Crestline REIT
Integrations
Track assets, investor data, cash flow, and files without jumping between tools.

Track assets, investor data, cash flow, and files without jumping between tools.

Track assets, investor data, cash flow, and files without jumping between tools.

Track assets, investor data, cash flow, and files without jumping between tools.

Track assets, investor data, cash flow, and files without jumping between tools.
The Map
Journal




Questions
Quick answers before visitors choose a product, service, or next step.
It tracks portfolios, assets, tenants, cash flow, files, and investor reports in one place.
Yes. Both teams work from the same records for reporting, compliance, and month-end close.
Yes. Build review steps, approvals, and document checks for each fund or property.
Yes. View cash flow, returns, and asset results by fund, property, or date range.
Yes. Start free and test core tracking, reporting, and storage before you buy.
Yes. We help import key data, set roles, and map your first reports.
Get short notes on REIT ops, reporting, and product updates. No fluff, just useful tips.