Multiple owners, one portfolio. You need to operate the properties and share visibility with co-owners or LPs—without giving everyone edit access or paying per passive investor.
One organization equals one entity—your LLC, trust, or partnership. Active co-owners or operators use Owner or Member roles so they can manage. Passive co-owners or LPs use the Viewer role so they can see properties, documents, and work orders without editing anything. Viewer seats don't count toward your plan's member limit, so transparency doesn't cost extra.
The Viewer role gives read-only access to properties and documents. Perfect for passive co-owners or LPs who need to see what's going on without touching the data. Viewer seats are free.
All properties and units, multi-currency finances, work orders, and documents live in one platform so everyone who needs to can see the same picture.
Operating agreements, deeds, leases, and operational docs live per property. When you want co-owners or LPs to see them, they can—Viewers have access without edit rights.
Owner and Member roles are for active operators who need to edit. The Viewer role is for passive co-owners, LPs, or beneficiaries who only need to see properties and documents.
All properties and units live in one view. Create accounts by currency and link transactions so everyone with access can see the same numbers.
Store operating agreements, deeds, leases, and operational docs per property. Viewers can open and read them when you want transparency without giving edit access.
Analytics and property-level metrics are built in so you can make decisions and share high-level views with co-owners when they need a snapshot.
One platform for LLCs, trusts, and partnerships. Viewers get read-only access at no extra cost.