Core

Manage assets, units, and leases — all in one place

Every property, unit, and lease in your portfolio with real-time metrics and drill-down detail.

FundDirector gives you a unified view of every asset in your portfolio. Track occupancy, revenue, and operating metrics at the property, unit, and lease level — with real-time roll-ups to the fund level.

Drill into any asset to see unit-level detail, lease terms, tenant information, and historical performance. Everything updates automatically as new data flows in.

What's included

Multi-property portfolio dashboard with real-time KPIs
Unit-level tracking with lease terms, tenants, and rent rolls
Occupancy and revenue trend analysis across assets
Custom property types, asset classes, and tagging
Lease expiry calendars and renewal tracking

How it works

1
Add your assets
Import or create properties, define unit structures, and attach lease agreements in minutes.
2
Track everything
Occupancy, rent rolls, and operating metrics update automatically as leases and actuals flow in.
3
Analyze and act
Use dashboards, filters, and drill-downs to spot trends and make data-driven portfolio decisions.

Common questions

Can I import my existing portfolio data?
Yes. FundDirector supports bulk import from spreadsheets and can connect to common property management systems. Our onboarding team will help migrate your data.
How does it handle mixed-use properties?
Each asset supports multiple unit types — residential, commercial, retail, parking — with separate rent rolls and metrics for each category.
Does it support Canadian and US properties?
Absolutely. Multi-currency support, region-specific tax handling, and localized reporting are built in from day one.

See it in action

Portfolio overview dashboard
Portfolio overview dashboard
Asset detail with unit breakdown
Asset detail with unit breakdown

Ready to modernize your fund operations?

Join the next generation of GPs managing their portfolios with clarity and confidence.