Sophisticated investor reporting, fund accounting, and custom analytics for syndication firms, private equity, family offices, and REITs. Custom Yardi development represents 26% of our work—driven by investor clients needing advanced reporting solutions.
Real estate investors and syndicators face unique reporting and accounting challenges that standard property management configurations don't address.
LPs, institutional investors, and family offices demand detailed, accurate, and timely reporting packages—often with custom formats and specific KPIs.
Multi-tier ownership structures, multiple funds, and complex entity hierarchies require sophisticated chart of accounts and consolidation logic.
Preferred returns, promote splits, catch-up provisions, and tiered waterfalls need precise calculations that standard Yardi reports can't deliver.
Managing capital calls, contributions, unfunded commitments, and investor capital accounts across multiple deals requires specialized tracking.
External auditors require detailed supporting schedules, reconciliations, and documentation that must be produced efficiently from Yardi data.
From custom development to fund accounting setup, we bring deep expertise in investor-focused Yardi solutions.
Our largest service area—driven heavily by investor clients needing sophisticated reporting that doesn't exist out of the box.
Design and build comprehensive investor reporting packages with the metrics, formatting, and delivery schedules your LPs expect.
Configure Yardi to properly track fund-level accounting, entity structures, and investor capital accounts.
Full Yardi implementations configured for investment management, with investor reporting and fund accounting from day one.
Help desk support, report modifications, and expert guidance as your fund structures and reporting needs evolve.
Custom packages, dashboards, and automated delivery
Entity structures, capital accounts, and allocations
Preferred returns, promotes, and catch-up provisions
Calls, contributions, and unfunded commitments
Real-time portfolio performance visibility
Schedules, reconciliations, and documentation
Tax package data and partner allocations
Multi-tier structures and consolidations
Our top development clients include leading investment firms who rely on custom Yardi solutions for sophisticated investor reporting.
BC Solutions built custom investor reports that transformed how we communicate with our LPs. The waterfall calculations that used to take days now run automatically with complete accuracy.
We build investor packages, waterfall distribution schedules, capital account statements, K-1 support schedules, portfolio dashboards, and any custom report your investors require. If you can describe what you need, we can build it in Yardi.
Yes. We create automated investor reporting that pulls data from Yardi, applies your formatting and calculations, and delivers packages on your schedule. Many clients go from days of manual work to automated delivery.
We build custom waterfall calculation engines in Yardi that handle preferred returns, promote splits, catch-up provisions, and multi-tier structures. These integrate with your distribution workflow and provide auditable documentation.
Absolutely. We design chart of accounts, configure entity hierarchies, set up investor capital tracking, and establish consolidation rules. Proper setup is critical for accurate investor reporting and audit readiness.
Yes. We help create audit-ready schedules, reconciliations, and supporting documentation. Many clients engage us specifically for audit season to produce required schedules efficiently from Yardi data.
Most of our investor clients are existing Yardi users who need enhanced reporting capabilities. We start with an assessment of your current setup and reporting requirements, then build custom solutions on top of your existing installation.
Tell us about your fund structure and reporting challenges. We'll respond within one business day with recommendations.
