Oversight without micromanaging

  • Cross-portfolio reporting

    Spend against budget, open work, response times and capital needs across every property and manager.

  • Rules the managers can't exceed

    Approval limits, preferred vendors and notification preferences set by the family, enforced for every manager.

  • Budgets and capital plans

    Annual budgets drafted from last year's actuals, and a 1-to-5-year plan built from asset life and inspections.

  • Delegates with exact scopes

    Give the CFO spend, the attorney documents and a family member approvals, each only for the properties you choose.

  • Records for insurers and buyers

    Read-only share links for insurers, adjusters, inspectors and buyers. They expire, are logged and show only what you pick.

  • Answers, not spreadsheets

    Ask “what did we spend on roofs across all homes this year?” and get a total with links to the records.

The controls a family office asks for

  • Single sign-on

    SAML or OpenID Connect with your identity provider, on the Office plan.

  • A dedicated encryption key

    Your data encrypted with a key dedicated to your organization, on the Office plan.

  • Access enforced in the database

    Each role, delegate and manager sees only its scope, enforced by row-level security.

  • A complete audit log

    Every change, reveal and AI action is recorded and readable by your admins.

How Office onboarding works

  1. Scope

    We map your properties, managers, owners and the reporting you need.

  2. Import

    We bring in properties, assets, vendors and history from your managers' systems and spreadsheets.

  3. Configure

    SSO, your encryption key, approval rules and delegate permissions.

  4. Roll out

    Managers and staff are trained in English or Spanish, and the office gets its first portfolio report.

See your portfolio in one place

Tell us about your properties and managers. We'll show you Groundsman with a portfolio like yours.