Your five-year CAPEX plan is created manually, and each project team submits its reports in its own format, so the portfolio figures presented to your board are always weeks out of date.
Every plan consolidated in real time, ready for the board.
CapEx and OpEx tracked by asset, compared on a like-for-like basis.
A slipping scheme indicates the month in which it occurs.
PROBIS operates a single portfolio dashboard where capital planning continues even after approval, CAPEX and OPEX are tracked by asset, and input from every project team is consolidated into a single, board-ready forecast.
AI consolidates input from every project team into a single forecast that's ready for the board and ready for an audit, so you get today's answer—not next month's slide.
Where It Breaks Today
Each project team reports in its own format, so the portfolio number displayed on your board is always several weeks old.
Each plan's cost data is stored in its own file, format, and frequency, so consolidation is a spreadsheet task, not a report.
CapEx and OpEx are tracked differently from project to project, so comparing them across the portfolio is like comparing apples to oranges.
An underperforming asset is usually identified at the end of the quarter, not in the month it began to decline.
Questions from the board and investors come in faster than a manual reforecast can address them.
CapEx and OpEx are tracked differently from project to project, so comparing them across the portfolio is like comparing apples to oranges.
| What it contains | As of | Source |
|---|---|---|
| Roll-up scheme | Version 9 | Excel |
| Board deck | last quarter | |
| Cost estimates | one ERP per scheme | ERP |
| The Investor Question | Today | Email · EOD |
old: the portfolio number displayed on your screen when the investor call comes in.
Four systems, four versions of the truth —and no one is sure which one is up to date.
Every scheme's chart of accounts maps to a single structure, without requiring anyone to rebuild their existing processes.
Cost and CapEx data are consolidated into a single real-time view, scheme by scheme.
Every asset is benchmarked on the same basis, so underperformance is evident the month it occurs.
Board and investor reporting draws on the same real-time view that your team already trusts.
One connected platform, one real-time data set. AI-powered, SAP-ready, ISO 27001 certified.
Re-underwrite the CapEx plan using the same model as before.
View every vendor commitment across the entire portfolio, not just a single asset.
Track budget vs. actual for CapEx and OpEx, asset by asset.
Monitor leasing performance against the plan, scheme by scheme.
Generate investor and board reports based on real-time portfolio data.
Consolidate 60 schemes into a single number; no manual roll-up required.
The portfolio is where asset managers spend most of their time on a day-to-day basis—take a closer look at it next.
The module that asset managers use on a day-to-day basis: every fund is treated the same way, so a variance is reflected in the month it occurs, not in the quarter it is reported.
Published client results for owners and asset managers, alongside changes in a live portfolio.
Before: 60 spreadsheets, no single answer → After: 1 live consolidated view
Owners and investment managers consolidating their portfolios on PROBIS.
A historic 32-story office building in Lower Manhattan is being modernized to house the NYC Administration for Children's Services, with PROBIS providing the digital monitoring platform and monitoring services.
