For asset managers

Portfolio rollup across messy buildings and mixed systems.

Built for asset managers reporting to investors or LPs — turn diverse buildings, partial data, and quarterly board questions into a defensible portfolio capital view.

The gap

The roll-up that takes a week. Every quarter.

Buildings are diverse. Sources of truth are diverger.

Some assets in Yardi, some in MRI, some in a spreadsheet a property manager owns. No single capital view across the portfolio — and every quarterly roll-up is a manual mule.

Limited partners ask the same question every quarter.

'What's the deferred-maintenance liability across the book?' Today that's an analyst-week and a defensibility argument every time. Last quarter's answer doesn't agree with this quarter's.

NPV and lifecycle math lives in Excel.

Capital decisions get pushed by owners and pulled by deadlines — not by the math. The spreadsheet that nominally drives the call hasn't been re-audited in two years.

What changes

Same data, faster cycle, defensible answer.

OUTCOME 1

Portfolio rollup that survives mixed-system reality.

CMMS-agnostic ingest plus a manual ingest API and XLSX upload. Buildings on different systems, partial registers, inconsistent naming — Capplan turns it into a portfolio view without a six-month integration project.

OUTCOME 2

Deferred-liability math the LP can audit.

10-year NPV per asset with your discount rate and escalation. Deferred-liability score per scenario. Every figure carries provenance back to the asset that justifies it — no aggregate SUMs without source breakdowns.

OUTCOME 3

Board-ready capital memo built in.

Aria drafts a board-ready capital memo from any scenario — every number cited, exportable to PDF, with the full scenario workbook in Excel. White-label on Enterprise. The deliverable LPs ask for is a click, not an analyst week.

From the pilot floor

What this looks like with real data.

Design partner · 12-building NYC office portfolio

From spreadsheet capital planning to a signed FY2027 plan in 36 hours — including the LL97 trajectory scenario the LP requested by name.

Anonymized; pilot attribution available under NDA.
Built into the workflow
  • Three principled scenarios — Conservative / Balanced / Deferred — each with explicit upfront cost, NPV, and deferred-liability math.
  • Sign-off locks the baseline. Plan-vs-actual variance tracked nightly across the portfolio.
  • Works alongside Yardi, MRI, and VTS — Capplan reads where you already are.

The deferred-liability answer LPs ask for. On demand.

Bring three buildings on three different systems. We'll show you the rollup before the meeting ends.