By Need

Financial models that stay connected to reality

Proforma projections, debt modeling, and scenario analysis — backed by live portfolio data.

Spreadsheet models break the moment assumptions change. FundDirector's financial modeling tools are connected to your live portfolio data — so projections update automatically as leases sign, expenses hit, and market conditions shift.

Build multi-year proformas with growth assumptions and expense escalations, model debt scenarios with covenant tracking, and run what-if analysis across your portfolio — all within the same platform where you manage your assets.

Key challenges we solve

Model drift

Spreadsheet models diverge from reality over time. Connected models stay current as actual performance data flows in.

Scenario analysis

Test rate changes, occupancy assumptions, and capital strategies side by side — without maintaining parallel spreadsheets.

Underwriting speed

Run quick proformas on potential acquisitions using your existing portfolio data as benchmarks.

Variance tracking

Compare proforma to actuals continuously. Spot divergence early and adjust strategies before problems compound.

Products for Financial Modeling

The tools that power this solution — each one works on its own or together with the rest of the platform.

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