Platform Features

Everything you need.
Nothing you don't.

18 feature modules built from the ground up for UK asset managers. Every detail designed for the way professionals actually work.

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Core Portfolio
1
All plans

Asset Management

A centralised register for every asset you own. Track ownership structures, legal entities, acquisition history, and full asset profiles — residential, commercial, or mixed-use. Street View integration, document storage, and compliance status all in one place.

2
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Executive Dashboard

A single-screen view of your entire portfolio. Portfolio value, net yield, occupancy rates, cash flow, and risk indicators — all updated in real time. Customisable widget layout. Built for board presentations and investor reporting.

3
All plans

KPI Analytics

Institutional-grade KPI tracking across every asset and the portfolio as a whole. Yield calculations (gross, net, reversionary), capital growth tracking, occupancy metrics, covenant strength, and more.

Financial Engine
4
All plans

Financial Analytics

Real-time P&L per asset and across the portfolio. Revenue, operating costs, debt servicing, and net income tracked automatically. Multi-currency support. SPV and holding company consolidation. Full audit trail for HMRC compliance.

5
Professional+

Cash Flow & Projections

Rolling cash flow forecasts with scenario modelling. Sensitivity analysis for interest rate changes, void periods, and capital expenditure. 5 and 10-year projection models with assumption management.

6
Professional+

Debt & Tax Management

Track all debt facilities — mortgages, bridging finance, development loans. LTV calculations, covenant monitoring, and refinancing alerts. Integrated tax modelling for CGT, SDLT, and income tax across structures.

Intelligence & AI
7
Professional+

AI Monitoring

50+ pre-built monitoring templates that watch your portfolio around the clock. Covenant breach alerts, void forecasting, market movement alerts, compliance deadline warnings, and anomaly detection.

8
Enterprise

Market Intelligence

Live UK macro dashboard with real-time indicators — base rate, CPI, HPI, rental index, swap rates, gilt yields — cross-referenced against your portfolio. Daily AI briefing, curated news feed with portfolio impact scoring, and neighbourhood intelligence integrated directly into asset profiles. Powered by 12+ data sources including Land Registry, ONS, RICS, and major portals.

9
Enterprise

Investment Wizard

Multi-layer acquisition analysis combining financial modelling, geographic intelligence, comparable data, and AI-powered scoring. Stress-test any acquisition before you proceed.

Operations
10
All plans

Tenancy Management

Full tenancy lifecycle management. Lease templates, rent schedules, break clauses, rent reviews, and arrears tracking. Automated rent demand and statement generation.

11
All plans

Maintenance & CapEx

Log and track maintenance requests, contractor assignments, and completion status. Planned maintenance schedules with budget tracking. Full capex project management with cost-to-completion forecasting.

12
All plans

Compliance Tracking

Automated compliance monitoring for EPC ratings, gas safety, electrical certificates, fire risk assessments, HMO licences, and planning conditions. Traffic-light status across every asset.

Market & Exchange
13
Professional+

Private Exchange

An anonymous off-market marketplace for buying and selling assets discreetly. Match with institutional counterparties without public listing. Confidential expressions of interest, direct negotiation, and secure data room handover.

14
Enterprise

Lending Marketplace

100+ UK lenders in a single marketplace. Commercial mortgages, bridging finance, development loans, and mezzanine products. Indicative terms in minutes. Direct broker introductions with your portfolio data pre-packaged.

15
Enterprise

Exit Strategy & Fund Matching

Structured disposal planning with institutional fund matching. Readiness scoring, timeline management, agent briefing packs, and buyer targeting. Manage the full sale process from decision to completion.

Capital Formation
16
Professional+

Capital Desk

A private marketplace for capital formation — development JVs, asset acquisition partnerships, co-investment opportunities, refinancing partners, and income fund formation. Eight deal structures with a 7-step opportunity wizard, live financial model validation (IRR, profit-on-cost, yield), and progressive three-tier disclosure. Promoters post opportunities anonymously; investors express interest and gain access to fuller detail as trust is established.

17
Professional+

Investor Briefs

Institutional investors post anonymised investment mandates — target deal types, regions, budget range, minimum IRR, preferred hold period, and risk appetite. The platform cross-references live opportunities against posted briefs and surfaces relevant matches automatically. Both sides stay anonymous until mutual consent.

18
Professional+

Lease Exchange

A private demand register for commercial and residential lease requirements. Tenants and landlords post anonymised briefs specifying size, location, lease term, and budget. The platform identifies matches across the network, enabling off-market introductions without broker intermediaries.

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