COMMERCIAL REAL ESTATE AGENTS · REPORTING AND INVESTOR RELATIONS
HOW IT WORKS
01
Start from the prebuilt agent
It already knows property management exports, ledgers, budgets, marks and capital activity, and the checks fund finance runs before a pack ships.
02
Configure it to your tools, systems and parameters
We connect Yardi, MRI, RealPage or Entrata, fund accounting and the budget, and load your account mapping, thresholds and sign-off chain.
03
Release it into the work
It starts on the next close. Our platform traces every figure to its export row and GL code and stops for approval.
04
It works like a trained member of your team
The pack arrives reconciled, variances written up and the investor letter drafted. Finance signs before anything reaches an investor.
OUR PLATFORM
Your account mapping, reporting standards, disclosure thresholds, LP side letters and sign-off chain, plus your team’s judgment, written down as the playbook the agent follows.
Every source connected where it sits, one record per property, and every number traced to its lease clause, T-12 line or GL code.
Every figure is checked against its source and your rules, and the agent stops where a person has to approve.
It sees only what the person it works for can see, and every step is logged.
THE SYSTEMS IT READS
Yardi, MRI, RealPage or Entrata
Several, rarely mapped to each other
The line items behind each figure
What the year was planned at
What the deal was bought on
Marks and the basis for them
Called capital and distributions
Juniper Square or equivalent
What you already told investors
Where the fund-level figures sit
Where the pack is assembled
Reporting each investor is owed
FAQ
The agent works from the exports your property systems produce. It maps them to one chart of accounts, computes variance and assembles the pack. A person signs off before anything is issued.
Connecting the systems that hold the data: Yardi, MRI, RealPage or Entrata exports, the ledger, budget, underwriting model and last quarter’s pack. The account mapping is written down for your team to review.
No. The mapping happens on the exports, so every system keeps running as it is and no migration is needed to report across the portfolio.
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