You will get an automated LP and investor reporting system for real estate funds
Project details
Your investor reports take 3-5 days to produce. Your analyst pulls data from 4 systems, drops it into a spreadsheet, formats a PDF, and emails it manually — every single quarter. One wrong formula wrecks your credibility with a $500K LP.
I build automated LP and investor reporting systems for real estate funds and operators who are scaling past what manual processes can handle. The system pulls data from your PM software, accounting platform, and bank feeds automatically, formats it into branded investor-ready reports, and delivers them on schedule — without anyone touching a spreadsheet.
Your LPs get consistent, professional reports that build confidence and reduce inbound calls. Your team stops spending a week per quarter on data assembly. You look like an institutional operator even at the emerging manager stage.
Works with Yardi, AppFolio, QuickBooks, Juniper Square, and major data sources. Built in 3-5 weeks. Fully branded to your fund.
The Standard tier covers quarterly reporting. The Advanced tier includes monthly dashboards and LP portal access.
Funds that look institutional raise more capital. This is how you look institutional without hiring an entire IR team.
I build automated LP and investor reporting systems for real estate funds and operators who are scaling past what manual processes can handle. The system pulls data from your PM software, accounting platform, and bank feeds automatically, formats it into branded investor-ready reports, and delivers them on schedule — without anyone touching a spreadsheet.
Your LPs get consistent, professional reports that build confidence and reduce inbound calls. Your team stops spending a week per quarter on data assembly. You look like an institutional operator even at the emerging manager stage.
Works with Yardi, AppFolio, QuickBooks, Juniper Square, and major data sources. Built in 3-5 weeks. Fully branded to your fund.
The Standard tier covers quarterly reporting. The Advanced tier includes monthly dashboards and LP portal access.
Funds that look institutional raise more capital. This is how you look institutional without hiring an entire IR team.
What's included
| Service Tiers |
Starter
$3,500
|
Standard
$6,500
|
Advanced
$12,500
|
|---|---|---|---|
| Delivery Time | 14 days | 21 days | 28 days |
Number of Revisions | 0 | 0 | 0 |
Model Validation/Testing | - | - | - |
Model Documentation | - | - | - |
Data Source Connectivity | - | - | - |
Source Code | - | - | - |
Frequently asked questions
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AP
Agnes P.
Jan 9, 2023
Resume and CV assistance
PC
Ponni C.
May 23, 2022
Writer experienced with re-writing resumes in tech space
Andrew did a great job researching the jobs I was targeting and provided a much-improved resume. He has quick to incorporate feedback and communicated effectively. Would definitely recommend him and work with him again.
BL
Brooke L.
Jan 22, 2022
You will get A thorough, well planned, actionable business plan
Andrew was highly professional and offered open communication throughout. All deliverables were on time (early!). I would absolutely recommend him if you need to get a business plan sorted. I am thrilled with the quality of the Industry and Competitive Analysis
that I so desperately needed. 10/10 recommend.
that I so desperately needed. 10/10 recommend.
About Andrew
AI Automation for Real Estate | Replace Manual Work with AI Systems
Frisco, United States - 9:03 am local time
I founded NOVA to solve one specific problem: real estate operators — brokers, property managers, asset managers, lenders, and investors — are still running on manual workflows that were outdated five years ago. Reporting assembled by hand. Leases reviewed one by one. Leads going cold because nobody followed up fast enough. Maintenance requests sitting in inboxes.
My background is nearly 10 years inside real estate and real estate technology — working with brokers, property managers, asset managers, investors, developers, lenders, and owners across residential, commercial, and mixed-use portfolios. I have held roles at RealPage, Pereview Software, JLL, Dottid, and Saxony Partners. I know how these businesses actually operate, which means I build automation that fits into your real workflows — not generic tools that require you to change how you work.
Here is what I build:
- AI lead qualification and follow-up: leads scored, routed, and followed up within 60 seconds
- AI listing descriptions and marketing: property details in, polished listings out — 10x faster
- Tenant communication and maintenance automation: 24/7 AI handles requests, routes work orders, updates tenants
- Reporting and analytics automation: data pulled, compared, and delivered — no manual assembly
- AI document processing: leases, contracts, loan files processed in minutes instead of days
- LP and investor reporting: packages assembled and distributed automatically each quarter
- CRM and pipeline automation: deals tracked, follow-ups triggered, nothing falls through the cracks
Every project ships working software on your real data. Fixed price. You own the code. No subscriptions, no platform lock-in.
Stack: Python · Claude (Anthropic) · OpenAI · LangChain · n8n · Make · Snowflake · dbt · HubSpot · Follow Up Boss · kvCORE · Yardi · RealPage · MRI · AppFolio · Buildium.
Message me with your workflow. I will tell you exactly what is possible and what it costs before you commit to anything.
Steps for completing your project
After purchasing the project, send requirements so Andrew can start the project.
Delivery time starts when Andrew receives requirements from you.
Andrew works on your project following the steps below.
Revisions may occur after the delivery date.
Data Audit & Reporting Architecture Design
We audit your fund data sources, LP list, and current report format to design the automation architecture.
Automation Build & Platform Integration
We build the AI narrative engine, data pipeline, and connect to your fund platform for automated report generation.