◆ Resmark Workspace · Epps.aiPILOT ENVIRONMENT
Welcome,
Resmark
Resmark
Dedicated pilot 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
Pilot Snapshot
5
Live Workflows
▲ Active
Q2
Pilot Quarter
▲ 2026
6
Governance Artifacts
▲ Available
May 29
Steering Review
▲ Upcoming
Your Tools
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 →
Development
Land Acquisition Screening
APN · Address · Target units → zoning notes · risk score 0–100 · site observations · recommended next steps
Open →
Recent Activity
Workspace provisioned — Resmark pilot environment activated
May 2026
5 governance documents available in the Governance section
May 2026
Pilot workspace prepared for steering committee review
May 2026
◆ 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 →
◆ Governance · May 2026
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.
Available Documents
Data Policy & Privacy Framework
View & Export PDF →
Technical Architecture
View & Export PDF →
Deployment Options & Configuration
View & Export PDF →
Product Roadmap 2026
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 · 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
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
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
& Reports
Shared templates, generated reports, and workspace files. Populated during active pilot.
Excel Templates
Quarterly Reports
No reports uploaded yet
Generated quarterly reports will appear here during the active pilot phase.
Pilot Phase — Q3 2026
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