Capital Workflow Specialists

Yardi Investment Manager Consulting

BC Solutions helps owners, developers, funds, and finance teams implement and optimize Yardi Investment Manager inside the Yardi Investment Management Suite. We align ownership structures, capital activity, investor reporting, and rollup visibility with the Voyager environment your team already depends on.

Investment Manager Focus

  • Ownership and entity structures
  • Capital activity tracking
  • Investor and stakeholder reporting
  • Rollups across funds and entities
  • Coordination with accounting workflows
The Challenge

When Ownership Structures And Reporting Stop Lining Up

Yardi Investment Manager is where many teams try to bring capital-side visibility into the same environment as property operations and accounting. If ownership tiers, reporting requirements, and capital activity are not designed correctly, finance teams end up rebuilding the logic in Excel every month.

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Ownership Tier Complexity

Funds, blockers, holding companies, borrower entities, and property entities all need a hierarchy that rolls up cleanly for internal and stakeholder reporting.

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Manual Reporting Packages

When Investment Manager is only partially configured, reporting teams still end up stitching together investor packages and ownership views outside the system.

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Capital Activity Outside The System

Contributions, distributions, ownership changes, and intercompany movements lose clarity fast when teams are relying on spreadsheet sidecars instead of a structured workflow.

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Cross-Entity Rollup Problems

Reporting breaks down when the entity model does not reflect how the business actually needs to view funds, ventures, borrowers, and investments.

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Handoff Gaps With Accounting

Investment Manager works best when it is coordinated with the broader Yardi Investment Management Suite, especially accounting, reporting, and debt-related workflows.

How We Help

How We Help With Yardi Investment Manager

We configure Yardi Investment Manager the same way we support the rest of the BC Solutions practice: implementation, workflow design, reporting, cleanup, and ongoing support. The difference is that the work centers on ownership structures and capital visibility instead of tenant-facing operations.

Entity & Ownership Structure Design

We design the Investment Manager structure so funds, entities, ventures, and properties reflect the way your leadership and stakeholders actually review performance.

  • Entity hierarchy review
  • Ownership rollup logic
  • Stakeholder visibility mapping
  • Reporting alignment
  • Governance cleanup

Investor Reporting Workflows

We help teams use Investment Manager data to support internal, ownership, and stakeholder reporting without rebuilding the same package from scratch every month.

  • Ownership-level report design
  • Rollup and hierarchy validation
  • Export and package support
  • Executive reporting views
  • Workflow cleanup

Cleanup After Go-Live

Many Investment Manager projects need attention after the initial rollout. We help teams fix the structural issues that keep reporting inconsistent and adoption low.

  • Configuration review
  • Broken workflow triage
  • Ownership structure rework
  • Adoption issue cleanup
  • Report logic correction

Cross-Module Alignment

Investment Manager rarely lives in isolation. We help finance and operations teams coordinate it with the broader Yardi Investment Management Suite, especially reporting and accounting dependencies.

  • Voyager dependency review
  • Investment Accounting coordination
  • Debt workflow handoff review
  • Inter-team process mapping
  • Issue triage and remediation
  • Reporting dependency management

Ongoing Support & Training

We stay involved after go-live with help desk support, reporting adjustments, workflow cleanup, and role-based training for finance and accounting teams using Investment Manager day to day.

  • Help desk and troubleshooting
  • Reporting refinements
  • Role-based user training
  • New entity setup support
  • Project-based follow-on work
  • Process documentation
Inside The Suite

How Yardi Investment Manager Fits In The Yardi Investment Management Suite

Yardi Investment Manager is the ownership and reporting layer inside the Yardi Investment Management Suite. It works best when the structure, accounting inputs, and reporting expectations are aligned from the start.

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Ownership Structures

Investment Manager helps teams organize funds, entities, ventures, and properties in a way that supports cleaner oversight and more reliable rollups.

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Capital Activity Visibility

It gives teams a better place to manage contributions, distributions, and ownership-level balances than disconnected spreadsheets and one-off workarounds.

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Investor Reporting

Configured correctly, Investment Manager supports the ownership views and reporting workflows that executives, finance teams, and stakeholders actually need.

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Connected To The Broader Suite

Investment Manager depends on clean coordination with accounting, security, and reporting inside the broader Yardi Investment Management Suite and the Voyager environment beneath it.

Trusted By

Funds, Developers, And Finance Teams We Support

We work with ownership groups, developers, and finance-heavy portfolios that need Yardi to support more than property-level accounting and day-to-day operations.

Goldfarb Properties
Lordae Properties
The Brodsky Organization
Beacon Communities
Dakota REIT
Coro Realty
Client Perspective

What Clients Say About Finance-Side Yardi Work

Their consultants have demonstrated a strong understanding of how investment accounting and construction development intersect in Voyager, which is a rare combination.

J. Kelly Lanier VP Accounting/Tax, Woodfield Development Company, LLC
View Case Study

What we value about BC Solutions is their combination of patience and precision. They explain their recommendations clearly and deliver configurations that work correctly the first time.

Jeramie Hnot Chief Financial Officer, Ashton Gray LLC

The amount of money we've collected has more than paid for our cost of implementation. If the framework and the methodology and the systems are efficient and correct, you actually increase profitability.

Camillo Santomero Co-Owner, Lordae Properties
View Case Study
Common Questions

Yardi Investment Manager FAQ

What is Yardi Investment Manager?

Yardi Investment Manager is the ownership and capital-visibility layer inside the Yardi Investment Management Suite. It supports entity hierarchies, capital activity tracking, and reporting workflows that sit above property-level operations inside Voyager.

Who usually needs Yardi Investment Manager?

We most often see it used by owners, developers, fund structures, and finance teams that need better visibility across entities, ownership tiers, and stakeholder reporting inside the same environment as Voyager.

How is Investment Manager different from Investment Accounting?

Investment Manager is generally the ownership and reporting layer, while Investment Accounting focuses more on accounting structure, close support, and the finance outputs behind those workflows. In practice, most teams need both the process design and the accounting design to work together.

Can BC Solutions help if we're already live on Yardi?

Yes. Many Investment Manager engagements start after a Voyager go-live, when ownership structures, reporting packages, and capital workflows need to be cleaned up. We usually begin with an assessment, then prioritize the issues creating the most month-end friction.

Does Investment Manager need to be coordinated with Debt Manager or accounting?

Absolutely. Investment Manager works best when it is aligned with the broader Yardi Investment Management Suite, especially debt workflows, reporting logic, and the accounting structure behind ownership activity.

Can Investment Manager work inside developer and mixed-portfolio environments?

Yes, and that overlap is common. Our Woodfield Development work is a good example of how ownership-level reporting, investment accounting, construction job cost, and day-to-day Voyager usage can affect each other inside one environment.

Need help getting Yardi Investment Manager right?

Tell us where ownership structures, investor reporting, or capital visibility are breaking down, and we will help you prioritize the fix inside Yardi Investment Manager.