Table of Contents

  • The work you receive.
  • Portfolio performance
  • Reporting for every audience
  • Actions that move forward
  • Agree what goodlooks like.
  • Portfolio operating pack
  • A specialist and arepeatable workflow.
  • Agree the output.
  • Prepare and check.
  • Approve the work.
  • The right report.For every audience.
  • Asset & owner packs
  • LP updates
  • Lender reporting
  • Board packs
  • Close the books.The reports build themselves.
  • Your reporting workflow,already in motion.
  • What would you take off your team's plate?
← All services
AI-native asset management

Asset management and reporting, delivered.

Operating reviews, budgets, follow-up and every reporting cycle. Our specialists use AI to prepare and check the work. Your team focuses on performance and decisions.

Scope my work ↗See the deliverables ↓

The work you receive.

From weekly operating reviews to quarterly investor updates.

01

Portfolio performance

Operating reviews, budget variances and cash-flow scenarios.

02

Reporting for every audience

Owner, investor, lender and board packs, with performance commentary.

03

Actions that move forward

Property-manager follow-up, open issues and response drafts.

A clear scope

Agree what good
looks like.

Bring operating reviews and stakeholder reporting into one repeatable workflow. Agree the calendar, definitions and checks once.

Your inputs
Property reports · financials · budgets · manager updates · reporting templates

Your approval
Your team approves priorities, capital decisions and external communications.

Operating reviewYour format

Portfolio operating pack

Income and expensesVariance review
Budget and cash flowScenario check
Property-manager follow-upOwners assigned

Specialist prepares → Your team approves

A specialist and a
repeatable workflow.

Delivered for you, or set up with your team.

01

Agree the output.

Set the scope, delivery calendar, fee and acceptance criteria.

02

Prepare and check.

Bring the sources together. Review exceptions with your specialist.

03

Approve the work.

Receive the output in your format and build on the approved process.

One source of approved numbers

The right report.
For every audience.

Reuse the checked financials. Tailor the explanation and format.

01 · OPERATIONS

Asset & owner packs

NOI, budgets, cash flow and actions.

02 · INVESTORS

LP updates

Performance commentary, presentations and response drafts.

03 · LENDERS

Lender reporting

Agreed financial schedules and supporting documents.

04 · LEADERSHIP

Board packs

Portfolio performance, decisions and follow-up.

Explore investor reporting →

Reporting on repeat

Close the books.
The reports build themselves.

Connect the data once. Reconcile it. Prepare the reports in the formats your team already uses.

↧Month-end close

Accounting and manager data arrive.

✓Checked and reconciled

Tied to the ledger. Exceptions go to review.

Board pack · PowerPoint
Portfolio review
Asset scorecards · Excel
Asset performance
Investor report · PDF
Fund update

Scheduled delivery to Teams, Outlook and SharePoint. PDF, Word, Excel or PowerPoint.

Delivery channels and approval steps are configured for your organization.

Your reporting workflow,
already in motion.

Build recurring packs in the Leni interface.

Leni report builder

What would you take off your team's plate?

Start with one deliverable. Agree the scope, the price and the standard.

Scope my work ↗