Standardise your real estate investment workflow

Eliminate the manual synthesis of rent rolls, valuation reports, and loan statements. A native workflow layer for Commercial, Residential, and Infrastructure assets.

Rent Roll
Valuations
Credit Facility
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programmable
fund ops
NAV

Take control of your workflow

Get documents on time

Schedule exactly when clients and partners need to supply documents. Chase overdue items automatically before the NAV deadline.

AI document extraction

Use AI to read and validate PDF and Excel files from property managers. Map 'Gross Rent' or 'Service Charges' directly to your data model.

Cite every source

Create an unbreakable audit trail. Trace every number in your reporting pack back to the specific source document and line item.

Accelerate NAV calculations

1

Schedule and collect

Trigger requests for Rent Rolls and Valuation reports based on your fund's reporting calendar.

2

Extract and verify

Ingest documents, extract key financial data, and validate them against expected ranges.

3

Programmatic calculation

Build your NAV base calculation directly in your data warehouse using Python logic, not fragile spreadsheets.

4

Review and distribute

Generate the NAV pack and trigger a human approval workflow for the Fund Controller.

5

Attest

Optionally, hash the final approved data and publish an on-chain attestation for transparency.

Runbook Template Library

Commercial NAV & CAM Reconciliation

Automate the ingest of quarterly valuation reports and reconcile Common Area Maintenance (CAM) charges.

Key Features:

  • Lease data extraction
  • Service Charge cap validation
  • OpEx/CapEx variance analysis
  • Automated CAM reconciliation

Control the Logic, Don't just Move Data

Real estate isn't standard. Adjust your 'Bad Debt Provision' rules or 'Vacancy Thresholds' using simple Python logic configs—without waiting for a vendor software update.

Works with your Property Stack

JLL
CBRE
Yardi
MRI Software
Qube
Microsoft Fabric
Snowflake

Ready to automate your Real Estate NAV?

Join the waitlist to see how we handle complex rent rolls.