Asset management
✓Portfolio operating pack
Table of Contents
- The work your businessalready depends on.
- Asset management
- Finance & accounting
- Deal flow & diligence support
- Fund administration support
- Keep the business plan moving.
- Portfolio reporting pack
- Get the numbers ready to use.
- Reconciliation workbook
- Advance the right opportunities.
- Investment decision pack
- Keep fund operations moving.
- Reporting schedule pack
- Your data.Your standards. Work delivered.
- Your working context
- Our specialist + AI
- Ready for your decision
- Choose who does the work.
- Give us the deliverable.
- Give your people more capacity.
- Know who is accountable.
- More capacity alreadyat work.
- less weekly analysis and reporting time
- more options reviewed
- Pay for the workyou need delivered.
- Start with one piece of work.
- Agree the brief.
- Meet your specialist.
- Review. Then repeat.
- One deal. The support behind it.
- A few practical questions.
- What would you take off your team's plate?
AI-native real estate services
Grow the portfolio.
Keep the team lean.
Real estate specialists, powered by Leni. Asset management, finance, deal flow and diligence, and fund operations—delivered for you or with your team.
A named specialist. Agreed deliverables. Your final say.
Your portfolio. Work in motion.Leni + people
Finance & accounting
✓Reconciliation workbook
Deal flow & diligence
✓Investment decision pack
Fund administration support
✓Reporting schedule pack
Prepared. Checked. Ready for your review.
Four services. One delivery standard.
The work your business
already depends on.
Start with the function that needs capacity. Add more when it earns its place.
Asset management
Keep the business plan moving.
Stay on top of performance. Keep owners, investors and lenders informed.
You receive- Operating reviews & budget variances
- Owner, investor, lender & board reports
- Cash-flow scenarios & action follow-up
Asset managementYour reporting calendar
Portfolio reporting pack
Operating performanceVariance review
Owner, LP & lender reportsReady for review
Property-manager follow-upOwners assigned
Our specialist + AI → Your team approves
Finance & accounting
Get the numbers ready to use.
Less time reconciling files. More visibility into cash.
You receive- Reconciliation workbook
- Cash-flow forecast
- Close and exception pack
Close preparationYour format
Reconciliation workbook
Property-manager filesMapped
Reconciliation workbookExceptions flagged
Cash-flow forecastReady for review
Specialist prepares → Your team approves
Deal flow & diligence support
Advance the right opportunities.
Review more deals without adding the same preparation workload.
You receive- Screening brief & market snapshot
- Underwriting model & sensitivities
- Diligence tracker & investment memo
Deal reviewYour investment rules
Investment decision pack
Market & comparablesSources attached
Cash flow & assumptionsSensitivities checked
Diligence & open issuesOwners assigned
Our specialist + AI → Your investment team decides
Fund administration support
Keep fund operations moving.
Less coordination work around each reporting cycle.
You receive- Reporting schedule pack
- Capital activity support files
- Document and exception tracker
Fund operationsYour format
Reporting schedule pack
Source documentsOrganized
Supporting schedulesPrepared
Administrator reviewHandoff ready
Specialist prepares → Your team approves
Your data.
Your standards. Work delivered.
The same process, repeated around the way your business runs.
01 · Connect
Your working context
Property systems, documents, spreadsheets and the rules your team uses.
YardiRealPageEntrataExcelSharePoint
→
02 · Prepare + check
Our specialist + AI
AI prepares the work. A specialist checks sources, exceptions and the output.
→
03 · Review
Ready for your decision
Reports, workbooks and next steps in your format, with the source trail.
ExcelPowerPointPDF
Your team approves decisions and external communications.
Choose who does the work.
Done for you
Give us the deliverable.
A named specialist uses Leni to prepare, check and deliver the agreed work.
- A project or recurring service
- Your templates and review process
- Scope and price agreed upfront
With your team
Give your people more capacity.
We set up workflows around your work and help your team use them.
- Keep your team and client relationships
- Reduce recurring preparation work
- Build a repeatable delivery process
Already an asset manager, fractional CFO or service firm? See how we support your delivery →
Real people behind the work
Know who is accountable.
Meet your specialist before work starts. Agree the output, the review steps and who handles exceptions.
Marcio Sahade
Head of Industry Strategy
14 years at Hines and Tishman Speyer.
Experience across asset management, acquisitions and capital raising.
Named delivery leadClear review stepsYour final approval
More capacity already
at work.
Published customer workflows show the foundation these services build on.
Metropolitan Holdings
80%less weekly analysis and reporting time
Amy Young's team brought recurring scorecards and owner reporting together.
Customer-reported result for this workflow.Read the reporting story →The Geyser Group
5×more options reviewed
Matt McDonnell's team reviews more refinancing and development options with the same team.
Customer-reported result for this workflow.Read the Geyser story →Grow output. Control overhead.
Pay for the work
you need delivered.
AI reduces recurring preparation. Your specialist applies judgment, checks the output and works through revisions.
Discuss my scope ↗Defined deliverablesWhat you receive
Agreed cadenceWhen you receive it
Named specialistWho is accountable
Clear feeAgreed before work starts
Start with one piece of work.
Agree the brief.
Choose the deliverable, cadence, source data and review standard.
Meet your specialist.
Confirm the people, workflow and price.
Review. Then repeat.
Approve the first delivery. Expand around what works.
One deal. The support behind it.
Explore the workflows inside deal flow and diligence support.
Financial modeling & underwriting ↗Investment memos & presentations ↗Market research ↗Document extraction ↗Development & strategy ↗Reporting & asset management ↗
See the complete service →A few practical questions.
Do we need to adopt a new platform first?
We agree the data and access needed for your deliverable. Work can start around your existing files, templates and tools. The setup depends on the scope.
Can our own team do the work?
Yes. Leni can support your people with connected context, repeatable workflows and delivery support. You can also engage a specialist for defined work.
What does AI-native mean here?
AI is part of how the work is prepared and checked. Real estate specialists are responsible for the deliverable, and your team retains approval.
What if we want to own our AI too?
Keep that as a separate choice. Our Own your AI offering helps you build around your data, company knowledge and choice of models.
What would you take off your team's plate?
Start with one deliverable. Agree the scope, the price and the standard.
