Built specifically for multifamily private equity. Every financial metric, every chart type, every section structure is designed for investor communications — not adapted from something else.
No debt service. No distributions. No below-the-line surprises. The AI never touches what it does not have data for. Your compliance team can verify this in the first report.
Not summarization. The platform extracts every line item, every column, every month from your financials and calculates real variances against your budget upload.
GPR, EGI, LTL, concessions, economic occupancy, NOI margin. Every metric uses the language your LPs expect — because this was built by someone who has written hundreds of these reports.
Real data. Real charts. Real financial analysis. Every element below is generated from a single T-12 upload.
| Category | Actual | Budget | Var ($) | |
|---|---|---|---|---|
| Property Taxes | $46,244 | $62,892 | $16,648 | |
| Payroll & Related | $35,072 | $34,500 | ($572) | |
| Property Insurance | $18,429 | $18,400 | ($29) | |
| Contract Services | $17,960 | $16,800 | ($1,160) | |
| Utilities | $13,216 | $11,500 | ($1,716) | |
| Management Fee | $8,910 | $8,900 | ($10) | |
| Total OpEx | $163,978 | $171,492 | $7,514 |
Drop in your T-12, rent roll, and budget CSV. The platform parses every line item, every column, every month automatically.
Quick context questions about occupancy, capital projects, and forward outlook. Takes 2 minutes. Ensures nothing gets missed.
A branded, chart-filled investor report generates in minutes. Your team reviews, edits what they want, and exports as PDF, HTML, or email.
Every report moves through a 5-stage pipeline with clear ownership at every step. Your team drafts. You approve. IR marks it sent.
Your LP knows exactly where to find NOI, the revenue waterfall, the occupancy trend, the variance analysis, and the risk flags. Consistency signals process maturity.
Pick a palette or set custom colors. Every header, KPI card, chart, and table updates instantly to match your firm's identity.
| Feature | WriteUp AI | ChatGPT / Generic AI | Manual (Word + Excel) |
|---|---|---|---|
| T-12 line-by-line parsing | |||
| Revenue waterfall & variance charts | |||
| KPI cards with MoM changes | |||
| Your brand colors, logo & disclaimer | |||
| NOI ceiling rule (financial guardrails) | |||
| Correct CRE terminology (GPR, EGI, LTL) | |||
| 5-stage approval workflow | |||
| Consistent format across 20+ properties | |||
| PDF export (cross-browser) | |||
| Email-ready HTML (copy & paste) | |||
| Time per property | 5–8 min | 30 min + rework | 4–8 hours |
Every number in every report passes through a proprietary three-layer verification engine built specifically for commercial real estate financials. GPR, EGI, NOI, DSCR — every calculation ties.
See every property, every report stage, every deadline in one view. Know exactly which reports are pending your approval and which have been delivered.
Here's what's happening with your portfolio
Up to 15 sections with inline charts — revenue waterfalls, NOI trend bars, occupancy gauges, expense variance, KPI cards, and risk matrices.
Organize, track, and access every investor report across your entire portfolio. Status tracking, version history, and one-click navigation.
Draft → In Review → Final Review → Ready to Send → Sent. Clear ownership at every stage. Nothing reaches investors without sign-off.
Edit any section manually or regenerate with AI instructions. Change one paragraph without touching the rest. The AI proposes, you dispose.
Server-side PDF rendering. Standalone HTML files. One-click email-ready HTML — paste directly into Gmail, Outlook, or Apple Mail with charts intact.
Choose sections, reorder with drag-and-drop, set brand colors, upload your logo, add your disclaimer. Your report, your way.
Raised Fund III at $180M. Manages 28 properties across three markets. His institutional LP expects inline charts, risk matrices, and 30-60-90 action plans. He needs CBRE-quality output without a $150K reporting analyst.
Manages 12 properties, oversees 16 more. Spends 60 hours per quarter on report production — formatting charts, fixing fonts, screenshotting Excel into Word. Wants to spend his time doing actual asset management.
Start with a complimentary Professional-tier report. Scale when you are ready.
Core reporting for smaller portfolios
Full-featured for growing firms
Enterprise-grade for institutional LPs
Upload a real T-12 for a property your LP asks about most. Generate the report. If it is not better than what your team produces manually, you lost 5 minutes.