01
Owner Q&A
Answers portfolio and property questions instantly, citing the underlying transactions.
← Carraggon Performers
Investor Reporting Performer — an agent that answers owners first.
Owners and investors ask it directly: occupancy, NOI, delinquency, capex, distributions. It answers with the underlying detail, explains variances in plain language, and assembles the reporting packet before you're asked for it.
Capabilities
Owner relations that don't run on your inbox.
02
Performance summaries
Occupancy, NOI, delinquency, turnover and capex by property and period.
03
Variance explanations
Explains budget-vs-actual movements in language an owner actually reads.
04
Reporting packets
Assembles monthly and quarterly packets on schedule, ready for controller review.
05
Distribution questions
Explains timing, calculation and holdbacks against your configured policy.
06
Portfolio comparisons
Ranks assets and surfaces the outliers worth a conversation.
07
Discrepancy escalation
Routes anything that looks like a real financial error to the controller.
08
Owner onboarding
Walks new owners through statements, portals and reporting cadence.
Live demo
Talk to the Investor Reporting Performer
Try it live: ask an owner or investor question and watch portfolio performance, variance explanations and reporting packets assemble. This is a sandbox — actions are simulated, not written to a live system.
Start with one of these:
How it works
5 steps, none of them on your team's calendar.
1
Ask
Owner or investor asks a question in the portal, by email or by text.
2
Answer
Performer responds with figures and the supporting detail.
3
Explain
Variances and anomalies described in plain language.
4
Assemble
Monthly and quarterly packets prepared on your calendar.
5
Escalate
Genuine discrepancies routed to the controller with evidence.
What operators see
< 2 min
typical response to an owner question
70%
of owner emails answered without a human
On time
reporting packets ready before the deadline, every period
Control
Autonomous, inside the limits you set.
The Performer acts on its own for routine work and stops at the boundaries you define.
Controller review
Financial packets are prepared for a human to release, never self-published.
Scoped access
Each owner only sees their own entities and properties.
No forecasts as fact
Projections are clearly labeled and never presented as actuals.
Full audit trail
Every answer traceable to the source ledger entry.
Give your owners an answer before they email you.
30 minutes. Bring last month's owner questions and we'll show you which ones it would have closed.
Schedule your intro call→