For developers with 1 to 4 active projects.
For developers with 5 to 9 active projects at once.
From 10 active projects onwards, or when you have your own requirements around reporting and integration.
The unit is the active project, not the SPV underneath it. A project runs two to four years, has its own phasing, its own construction loan and its own equity curve. That's what determines your plan, not how many companies hang off it.
SPVs are a shell, not a planning object, and get reused across projects and years besides. One project is often two SPVs, land and project, but not always. They're included everywhere in the project price: no separate counter, no extra invoice line.
A developer as they come to us. The onboarding dossier comes first; the subscription starts after. All amounts exclude VAT.
Four projects fit inside Portfolio Small. A fifth one shows up? You move to Portfolio Medium; if one wraps up, you simply drop back. Within your plan the price follows the number of projects you actually track.
Connecting takes one afternoon: your bank via Ponto, your accounting via the connector, project by project. Your first project curve is there the same day.
Then the real work starts, and we do it together.
Want someone who checks in monthly or helps build the bank dossier? That's possible, in partnership with a number of firms we work with. This happens by arrangement and is separate from your subscription.
Get in touch →Every plan gets a partner role for your external advisor: accountant, accounting firm or external CFO. That role isn't a viewing window, they work with you.
Included in every plan, at no extra cost.
For advisors and firms → No answer for your question?
Ask us directly →
Cashplannr runs on direct cashflow: we start from actual transactions on your project accounts, construction-loan drawdowns and outstanding invoices, and lay your project budget on top as a target line. A budget disconnected from your real cash is fiction. Next to your actual cashflow you see per project what still has to happen to hit your target. Most tools aimed at real estate do indirect cashflow at the group level, a working-capital adjustment on the accounting. Direct shows you per project phase when a construction loan is about to run dry or a contractor payment coincides with a sales receipt. Indirect lacks that granularity.
A project where you actively track cashflow, typically from the first effective spend (land, permit costs, first contractor payment) until after delivery and final settlement. Projects in feasibility phase don't count until you decide to actually start.
Special Purpose Vehicle, the legal entity under a project. Many developers put land and project into separate SPVs to ring-fence risk. SPVs don't count separately: they're included in your project price. One project is often two SPVs, but not always, and that difference shouldn't become an invoice line.
Your plan follows your active projects. If one ends, you drop back down. Unlike the generic grid, where seven companies is a hard line to a conversation, your plan in real estate development moves naturally in both directions.
Both. The cashflow phases (development, permit, construction, sales, delivery) are templates. You can adapt them per project or replace them with your own phasing.
Yes, but not as a published plan. Starting with one project runs through a conversation or a partner firm: we look together at what setup makes sense, without one project becoming your anchor for the rest of your portfolio.
Yes, in a call on your situation. Real estate setup is guided: we connect your construction loan and project account per project via Ponto and your accounting, typically 30 to 45 minutes. That's why we start with a call rather than a self-service trial.
Portfolio+ includes tailored reporting to your bank and investors. For developers with multiple investors we build a dedicated report template during the onboarding dossier.