Capital planning, maintenance, and fixed assets for multi-site organizations
Build a capital plan your board will trust.
Agents research your buildings and equipment. You get a five-year plan you can defend, line by line.
Trusted by the teams who run senior communities, clinics, plants, and campuses.
Fund the roof or the chiller?
Every project has a case, and the requests always add up to more than you have. So the roof waits, or the chiller does. The hard part isn’t estimating the costs — it’s making that call on incomplete condition data, defending it to the board, and keeping it right as equipment fails and priorities shift.
Products
The plan, the day’s work, and the books.
Three products. Start with the one you need.
Ready for the hard questions.
Five-year plans backed by evidence — whether you start with a full FCA or just a hunch.
Explore Capital Planning →Work orders that get closed.
One queue for requests, preventive work, and vendor jobs, with the history on every unit.
Explore Maintenance →An asset register that reconciles.
Depreciation and net book value that match what’s actually in your buildings, audit-ready at close.
Explore Assets →One asset. Three teams.
The same rooftop unit is equipment the facilities team maintains, a replacement line in your capital plan, and an asset on the books. Each product works on its own — run two or three together, and your teams stop keeping separate copies of the same buildings.
“This was the first year we didn’t go over massively. We have saved millions this year. Millions.”
Capital Planning Director · Multi-site senior-living community