Finance systems for real estate.

We build the models, planning systems and AI tools real estate finance teams run on, designed by people who have run them from the inside.

The tools have changed. With AI, almost anything a team needs can now be built, and built quickly. What hasn’t changed is the hard part: deciding what to build, and making the pieces work together as one system. That takes people who understand both the technology and the business it serves.

We’ve spent over a decade building the models, planning platforms, and reporting real estate firms use to understand their properties, their portfolio’s performance, and their markets. We know where these systems break and what makes them hold together.

Start a conversationSee the work

Services

What we build

Models

Investment and asset models your team can trust and maintain.

  • Acquisition underwriting and asset-level cash flow
  • Operating-expense and partnership-return analysis
  • Distribution waterfalls and fund analytics (IRR, MOIC, DPI)
  • Development pro formas, capital stacks and tax-credit structures

FIXED FEE

Planning & reporting

One plan, and reporting that comes from it instead of being rebuilt by hand.

  • Corporate budgets, forecasts and long-range plans
  • Planning platforms, including Workday Adaptive Planning
  • Board, investor and lender reporting generated from the model
  • Reporting workflows and controls

FIXED FEE

AI & finance tools

Tools connected to your real data, with guardrails your team can own.

  • AI assistants and agents over your planning data
  • Data models, pipelines and dashboards
  • Automations across Power Platform and Copilot Studio
  • Custom internal applications

FIXED FEE

Audit & Stabilize

For finance tools built quickly, including AI-generated ones, that are now hard to maintain. We document what exists, fix what's breaking, and hand back something your team can run.

How it works

  1. 1

    Conversation

    What the team does today and what's not working.

  2. 2

    Scope

    A fixed-fee proposal with a clear deliverable.

  3. 3

    Build

    Working sessions, early drafts, real feedback.

  4. 4

    Support

    Optional monthly upkeep so the system keeps working.

We take on a small number of projects at a time so each gets real attention. Every project can continue as a monthly support arrangement.