Who We Help
Owners & Property Managers
We act as your fractional finance desk for each property: budgets, CAM reconciliations, and clean owner/lender reporting. You get institutional-grade financials without building a full internal team.
Business Owners & Operators
We work with business owners and operators opening or expanding physical locations—often as commercial tenants in retail, office, or mixed-use space. We model the true cost of build-out, rent + CAM, and cash runway so you know whether a location really pencils out before you commit.
Problems We Solve
Owners & Property Managers
- Under-recovered CAM because leases and GLs don’t match
- Inconsistent budgets and reporting across properties
- Last-minute scramble when lenders or buyers ask for clean financials
Business Owners & Operators
- Underestimating build-out and working capital needs
- Weak or unrealistic financial projections for SBA/bank approval
- Not knowing how long your cash will actually last if there are delays
How it Works
Simple, repeatable, tech-enabled process
- Onboard your properties or project
You share leases, rent rolls, and recent financials. We clean and map your data into our standard templates, using AI-assisted tools where helpful to speed up review and highlight issues. - Build the models and cadence
We build budgets, CAM frameworks, or location-level models and set a monthly or quarterly review rhythm. AI helps us test scenarios and spot patterns quickly—then we apply real-world judgment. - Refine, decide, repeat
Each cycle, we update the numbers, flag issues, and help you make better decisions around rents, expenses, capex, and growth. You get the benefit of modern tools with a human still accountable for the conclusions


