Owner overview

Financial command center

One portfolio view, with every figure tied to an entity, reporting period, and source.

AWS foundation
CAOwner accessAuthentication pending
Foundation preview — no financial records are loaded.

KPI values stay blank until original files are archived and their imports reconcile to approved source totals.

Read-only

Combined portfolio

Headline position

Estimated asset value↗
—

Awaiting approved valuations

Total debt↗
—

Awaiting loan-balance import

Estimated equity↗
—

Calculated only after source tie-out

Available cash↗
—

No bank accounts connected

Control gates

Data readiness

2 of 4 ready
Application foundationNext.js, TypeScript, Docker, and PostgreSQL
Ready
Source-document archivePrivate, encrypted, versioned S3 storage in us-west-2
Ready
Authorized accessGoogle OIDC and server-side allowlist enforcement
Phase 3
Verified portfolio importSheet mapping, preview, hash dedupe, and reconciliation
Phase 5

Owner attention

Before financial reporting

1
  • Confirm legal-entity ownership

    Required before property, loan, or account imports are approved.

Designed coverage

Portfolio workspaces

Separated by legal entity, consolidated only in reporting.

MAC Rentals

Homes, rent, repairs, debt, and property equity

Buncombe Creek Marina

Slips, lodging, fuel, retail, payroll, and cash

Perry Park / Texoma

Lodging, occupancy, expenses, and property results

Mid Moore Plaza

Rent roll, tenants, NOI, debt service, and leases