◆ Resmark Workspace · Epps.aiCLIENT ENVIRONMENT
Welcome,
Resmark
Resmark
Dedicated workspace prepared for The Resmark Companies.
Prepared for reporting, underwriting, development, and investor workflows.
Prepared for reporting, underwriting, development, and investor workflows.
Resmark Workspace · Powered by Epps.ai
Workspace Snapshot
5
Live Workflows
▲ Active
3
Workflow Categories
▲ Development · Investment · Reporting
6
Governance Artifacts
▲ Available
AI
Governance Enabled
▲ Executive Visibility
Your Tools
Development
Land Acquisition Screening
APN · Address · Target units → zoning notes · risk score 0–100 · site observations · recommended next steps
Open →
Acquisitions
Multifamily Acquisition Model
In-place & market rent · going-in / exit cap · DCF · levered IRR · equity multiple · DSCR · sensitivity · Excel export
Open →
Reporting
Quarterly Reporting Studio
Structured LP reporting packages · Pension · Insurance · Family Office · BTR Fund formats · KPI tables · variance · asset updates · PDF
Open →
Reporting
Investor Narrative Engine
AI writes the story · quarterly letters · CEO / GP commentary · market updates · capital raise narratives · board memos · forward outlook
Open →
Reporting
Portfolio KPI Dashboard
Multi-asset aggregation · occupancy · NOI · collections · automated alerts · heat map · PDF export
Open →
Reporting
Variance Analysis
Actual vs Budget · Income · OpEx · NOI · leasing KPIs · automated FAV / UNF flags · PDF-ready
Open →
Recent Activity
Development Screening Workflow Executed — site yield, RLV, bid/ask, recommendation
Development
Investment Committee Memo Generated — deal economics, returns, recommendation
Investment
Portfolio KPI Dashboard Refreshed — occupancy, NOI, collections, variance
Investment
Quarterly Reporting Package Generated — LP-ready package across portfolio assets
Reporting
Governance Framework Available — human oversight, AI governance, audit trail
Governance
◆ Reporting · Live
Quarterly Reporting
Studio
Studio
Build structured LP reporting packages for Pension, Insurance, Family Office, BTR Fund, and Developer formats.
◆ This tool is live and fully functional. Click Launch to open in a new tab, or use the embedded version below.
Live Tool
Quarterly Reporting Studio
6 LP templates · logos · KPIs · variance · asset updates · capital activity · outlook · PDF export
Launch in new tab →
How to Use
1. Select your LP format template (Pension Fund, Insurance, Family Office, IC, Developer, BTR Fund)
2. Upload your GP and LP logos (optional)
3. Fill in fund name, quarter, and reporting period
4. Add KPIs, variance rows, asset updates, and forward outlook
5. Click Generate — review the output on the right
6. Export to PDF via browser print (Print → Save as PDF)
2. Upload your GP and LP logos (optional)
3. Fill in fund name, quarter, and reporting period
4. Add KPIs, variance rows, asset updates, and forward outlook
5. Click Generate — review the output on the right
6. Export to PDF via browser print (Print → Save as PDF)
◆ Reporting · Live
Investor Narrative
Engine
Engine
AI writes the investment narrative. Quarterly letters, CEO/GP commentary, market updates, fund narratives, and more.
◆ Provide a few KPIs and bullet points. Olesya generates full investor-grade prose — quarterly letters, board memos, capital raise narratives, disposition updates.
Live Tool
Investor Narrative Engine
Quarterly letters · CEO/GP letters · market commentary · fund updates · capital raise narratives · board commentary · IC narratives · disposition stories
Launch in new tab →
Future: Coming to This Workspace
LP letter automation · scheduled quarterly generation · Resmark-specific templates · direct distribution integration
◆ Reporting · Live
Portfolio KPI
Dashboard
Dashboard
Aggregate multi-asset portfolio performance. Occupancy, NOI, collections, variance alerts, and heat maps.
◆ Enter your assets, occupancy, rents, and NOI actuals. The dashboard aggregates automatically and flags variances.
Live Tool
Portfolio KPI Dashboard
Multi-asset · occupancy · wtd avg rent · NOI · collections · alert flags · NOI bars · occupancy heat map · PDF
Launch in new tab →
◆ Reporting · Live
Variance
Analysis Tool
Analysis Tool
Actual vs Budget across income, operating expenses, NOI, and leasing KPIs. Automated FAV/UNF flags.
◆ Enter actuals and budget for each line item. The tool calculates variances, flags outliers, and generates a presentation-ready report.
Live Tool
Variance Analysis Tool
Revenue · OpEx · NOI · CapEx · leasing KPIs · FAV/UNF/ON PLAN badges · scorecard summary · PDF export
Launch in new tab →
◆ Development · Live
Land Acquisition
Screening
Screening
APN, address, target units → zoning notes, risk score 0–100, site observations, recommended next steps.
◆ Enter site parameters including APN, acreage, entitlement status, and asking price. Receive a structured site screening report.
Live Tool
Land Acquisition Screening
APN · address · lot size · entitlement status → risk score · zoning analysis · favorable signals · risk flags · next steps
Launch in new tab →
◆ Acquisitions · Live
Market Intelligence
Hub
Hub
Govern how market rent assumptions are sourced, reviewed, weighted, and approved — then consumed in underwriting. Every approved assumption carries its evidence, analyst judgment, and sign-off.
◆ Review candidate rent comps, apply analyst judgment and weighting, and approve a defensible market rent. Approved assumptions flow into the Multifamily Acquisition Model with full provenance — answering "where did this rent come from?"
Live Tool
Rent Assumption Decision Workspace
Evidence → analyst judgment → weighting → confidence → approval · effective-rent-driven · preserved exclusions · full provenance
Launch in new tab →
Institutional Memory
Approved Assumptions
The durable record of every approved assumption — value, comps, weights, confidence, the reasoning behind each include/exclude decision, and approver
Launch in new tab →
◆ Acquisitions · Live
Multifamily Acquisition
Model
Model
Rent roll → in-place vs market rent, going-in & exit cap, DCF, levered IRR, equity multiple, DSCR, sensitivity, institutional Excel export.
◆ Upload a rent roll or set assumptions directly. Receive a full underwriting output with IRR, equity multiple, DSCR, and sensitivity tables.
Live Tool
Multifamily Acquisition Model
In-place & market rent · going-in / exit cap · hold period · DCF · levered IRR · equity multiple · DSCR · sensitivity · Excel export
Launch in new tab →
◆ Governance
Governance
Documents
Documents
Data policy, architecture, deployment, product roadmap, and SOC 2 readiness. All documents available to view and export as PDF.
◆ All documents are printable to PDF. Open each document, then use ⬇ Export PDF or browser Print → Save as PDF.
Governance & Demonstration Package
Platform Overview & Governance
View Governance & Deployment Package →
Live Demo — Quarterly Reporting Studio
Open Demo →
Live Demo — KPI Story Engine
Open Demo →
Platform Readiness
PLATFORM
5 workflows live · Governance documents · Dedicated workspace
REPORTING
Quarterly packages · Investor narratives · Portfolio KPIs
DEVELOPMENT
Land screening · Underwriting · Investment committee memos
GOVERNANCE
Human oversight · AI governance · Audit trail · Executive visibility
Available Documents
Data Policy & Privacy Framework
View & Export PDF →
Technical Architecture
View & Export PDF →
Deployment Options & Configuration
View & Export PDF →
Product Roadmap
View & Export PDF →
SOC 2 Readiness Roadmap
View & Export PDF →
Data Processing Agreement (DPA)
View Document →
Additional Resources
Security Questionnaire (SIG Lite) — available upon request · support@epps.ai
Sub-processor register — available upon request
Pen test results — available upon completion
Engagement and reference discussions available upon request
Sub-processor register — available upon request
Pen test results — available upon completion
Engagement and reference discussions available upon request
◆ Workspace · Active
Resmark
Engagement
Engagement
Dedicated workspace and engagement scope across reporting, development, investment, and governance workflows.
◆ This workspace gives Resmark direct access to all five workflow tools included in the engagement scope.
Engagement Phases
Platform · Configured
Platform Build & Configuration
- Quarterly Reporting Studio — 6 LP templates
- Portfolio KPI Dashboard — multi-asset
- Variance Analysis Tool — actual vs budget
- Land Acquisition Screening — risk scoring
- Investor Narrative Engine — AI drafting
Demonstration
Live Platform Demonstration
- Tool walkthrough with reporting and asset management teams
- Quarterly reporting workflow demonstration
- Governance framework review
- Engagement scope and commercial terms discussion
Active Engagement
Reporting Automation
- Quarterly report generation using Resmark data
- LP format configuration to Resmark's investor templates
- Variance analysis integration with existing data sources
- Team onboarding — Reporting, Asset Management, Analysts
Review & Expansion
Results Review & Commercial Agreement
- Engagement results review
- ROI documentation — hours saved, report quality improvement
- Enterprise agreement and expanded deployment
Engagement Scope — 5 Tools
In Scope
Quarterly Reporting Studio
Primary workflow — LP reporting automation
Open →
In Scope
Portfolio KPI Dashboard
Multi-asset performance aggregation
Open →
In Scope
Variance Analysis
Actual vs budget reporting automation
Open →
In Scope
Investor Narrative Engine
AI-drafted quarterly investor letters
Open →
In Scope
Land Acquisition Screening
Site screening and risk scoring
Open →
◆ Templates & Reports
Uploaded Templates
& Reports
& Reports
Shared templates, generated reports, and workspace files. Configured for the Resmark engagement.
Excel Templates
Quarterly Reports
Sample Investor Report
Open & Generate PDF →
Sample KPI Narrative
Open KPI Story Engine →
Sample Variance Analysis
Open Variance Analysis →
LP Templates
Resmark LP templates
Custom LP format templates configured to Resmark's specific investor requirements will be stored here.
Configuration — Active
Shared Files
Workspace file sharing — roadmap
Direct file upload and sharing between Epps.ai and Resmark teams will be available in the enterprise workspace.
Enterprise Workspace