Portfolio Intelligence Platform

Clarity for every unit
in your portfolio.

Investment-grade analytics for landlords with 10–100 units. Cap rate, NOI, DCR, IRR — computed precisely, contextualized to you, not estimated by a chatbot.

Open BasisLine → See how it works

Early access · No credit card required to explore


Tools built around the
full investor lifecycle.

Each product solves a discrete problem. Together they cover the full arc from acquisition through exit.

Live — Early Access
🏛
BasisLine

Portfolio intelligence for the 10–100 unit landlord. The analytics your spreadsheet can't give you — and the context no external AI can match.

  • Portfolio dashboard: NOI, cap rate, DCR, equity by property
  • Acquisition Analyzer — full underwriting engine with context to your portfolio
  • Schedule E PDF parsing — 3 years of P&L from a tax return upload
  • AI-generated insights triggered at key moments, never open-ended chat
  • Strategy Brief: export your portfolio conclusions to your preferred AI
  • QBO and Buildium integrations (Phase 2)
Open BasisLine →
Coming — Phase 3
🔁
Nexchange

1031 exchange replacement property matcher. Find qualifying properties, run the boot calculation, generate identification letters — before the 45-day clock runs out.

  • Replacement property search keyed to your exchange parameters
  • Boot calculation — including the debt replacement trap most tools miss
  • State conformity flags (CA clawback, NY enhanced reporting)
  • Attorney-reviewed identification letter generation
  • Deadline tracking: 45-day ID window, 180-day close window
Join the waitlist
On the roadmap
📐
More coming

The BasisLine suite expands as the platform matures. If you're a BasisLine user, you'll hear about it first.

  • Refinance signal detection with rate-sensitivity modeling
  • Exit planning — equity harvest, depreciation recapture preview
  • Multi-entity portfolio consolidation (LLC / trust / personal)
Stay in the loop via BasisLine
⚖️

AI does interpretation. Code does math. Every financial figure you see — cap rate, IRR, boot calculation, equity position — is computed deterministically and unit-tested. The AI receives a fully-computed payload and returns narrative and risk flags only. A hallucinated cap rate is a business-ending failure mode. We don't tolerate it.

Intelligence that compounds
over time.

After 18 months on BasisLine, the context assembled around your portfolio produces recommendations no external AI session can match — because it knows your actual basis, your real rent history, and your specific goals.

01
Onboarding in under 10 minutes
Upload your Schedule E pages. Confirm properties matched from public records. The platform pre-populates three years of P&L, purchase history, and depreciation schedules — before you type a single address manually.
02
Deterministic financial engine
Cap rate, NOI, DCR, IRR, cash-on-cash, equity multiple — computed with full precision from your actual numbers, not from AVM estimates or industry averages. Every formula is tested.
03
Context Brief
A first-class profile object: retirement timeline, passive income target, risk posture, geographic preferences. Every AI insight is contextualized to it. Without it, recommendations are generic. With it, they're specific to your situation.
04
Triggered insights, not a chatbot
AI fires at bounded product moments: when you open a property card, when a hold/sell/refi threshold is crossed, when you request an acquisition analysis. Never open-ended. Always cached. Always grounded in your real data.
05
Acquisition Analyzer
Full deal underwriting — purchase price, financing assumptions, renovation budget, stabilized rents — contextualized to your existing portfolio. Not a standalone underwriter. The deal is evaluated in the context of what you already own.
06
Strategy Brief export
Generate a structured Markdown brief capturing your portfolio's computed conclusions and open questions. Paste it into Claude, ChatGPT, or any AI project. Bring the intelligence out of the platform into your broader workflow.

Built for the
serious landlord.

Not a starter app for first-time investors. Not an enterprise platform for institutional operators. BasisLine is built for the owner-operator managing a real portfolio — likely with a mix of SFH and small multifamily — who understands the numbers and is done tolerating tools that don't.

You know what IRR means. You've outgrown Stessa. You're not ready for $10,000/year enterprise software. BasisLine is for the gap in between.

Portfolio size
10 – 100
units across properties
Strategy
Buy & hold
value-add, fundamentals-first
Property mix
SFH + small MF
2–16 unit buildings
Current tools
Spreadsheets
or Stessa, or nothing
What you understand
Cap rate · DCR · NOI · IRR · Cash-on-cash · Depreciation recapture · Boot