Resmark Workspace

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)

◆ Reporting · Live

Investor Narrative
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

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

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

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 →

◆ Governance · May 2026

Governance
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.

Steering Committee — May 29, 2026

📋

Platform Overview & Governance

Architecture · Data policy · Human oversight · Security

View Governance Framework →

◈

Platform Comparison

Epps.ai vs Traditional Consultants vs Generic AI vs Fund Admin

View Comparison →

📊

Live Demo — Quarterly Reporting Studio

Pension · Family Office · REIT · Endowment formats

Open Demo →

✦

Live Demo — KPI Story Engine

Enter KPIs → AI narrative for Board, LP, Quarterly Report

Open Demo →

Pilot Roadmap

COMPLETE

Platform build · 5 tools live · Governance docs · Workspace

MAY 29

Steering committee review · Live demo · Commercial discussion

JUN–AUG

Active pilot · Q2 reporting with Resmark data · Team onboarding

SEP 2026

Pilot review · ROI documentation · Enterprise agreement

Available Documents

🔐

Data Policy & Privacy Framework

Version 1.0 · May 2026 · 9 sections

View & Export PDF →

🏗

Technical Architecture

Browser-native · Netlify CDN · Anthropic API · May 2026

View & Export PDF →

🚀

Deployment Options & Configuration

Cloud · Private Cloud · On-Premise · Enterprise

View & Export PDF →

🗺

Product Roadmap 2026

Q1–Q4 · Investment Firms · Developers

View & Export PDF →

🛡

SOC 2 Readiness Roadmap

Trust Services Criteria · Control Gap Analysis · Q4 2026 Target

View & Export PDF →

📄

Data Processing Agreement (DPA)

GDPR · CCPA · Enterprise clients

View Document →

Additional Resources

Security Questionnaire (SIG Lite) — available upon request · olesya@epps.ai
Sub-processor register — available upon request
Pen test results — available Q4 2026 upon completion
Pilot engagements and design partner discussions available upon request

◆ Pilot Workspace · Active

Resmark
Pilot Workspace

Q2 2026 design partner engagement. Steering committee review scheduled May 29, 2026.

◆ Pilot is active. This workspace gives Resmark direct access to all five tools included in the Q2 engagement scope.

Pilot Timeline

April 2026 — Completed

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

May 29, 2026 — Steering Committee

Live Platform Demonstration

Tool walkthrough with Pam Wilson (VP Reporting) and team
Quarterly reporting workflow demonstration
Governance framework review
Pilot scope and commercial terms discussion

June–August 2026

Active Pilot — Reporting Automation

Q2 2026 quarterly report generation using Resmark data
LP format configuration to Resmark's specific investor templates
Variance analysis integration with Yardi/existing data
Team onboarding — VP Reporting, Asset Management, Analysts

September 2026

Pilot Review & Commercial Agreement

90-day pilot results review
ROI documentation — hours saved, report quality improvement
Enterprise agreement and expanded deployment

Pilot Scope — 5 Tools

In Scope

Quarterly Reporting Studio

Primary pilot tool — 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

Shared templates, generated reports, and workspace files. Populated during active pilot.

Excel Templates

📊

MF Acquisition Model

Excel · 777 formulas · IRR · waterfall · sensitivity

⬇ Download .xlsx

📊

Rent Roll Template

Excel · 90-unit format · in-place · market · occ%

⬇ Download .xlsx

Quarterly Reports

📋

Q1 2026 Investor Report

Pension format · Quarterly Reporting Studio · Sample ready

Open & Generate PDF →

◈

Q1 2026 KPI Narrative

AI-written · Occupancy · NOI · Collections · Budget variance

Open KPI Story Engine →

📊

Q1 2026 Variance Analysis

Actual vs budget · By asset · Export ready

Open Variance Analysis →

LP Templates

📁

Resmark LP templates — coming during pilot

Custom LP format templates configured to Resmark's specific investor requirements will be stored here.

Configuration — Active Pilot

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 · Q3 2026