Base Plan
Starting at $300/month
Ideal for portfolios up to 10 properties, 5 active fix and flip projects and 5 monthly sales for retail investors/land sellers. We offer fast and bespoke quotes for investors exceeding the above thresholds
Includes:
- Monthly P&L and Balance Sheet based on your bank & credit card activity
- Property level P&L to show location-based performance. (Contact sales for portfolios in excess of 10 active rentals)
- Integrate with your payroll provider to ensure your monthly financials present your labor costs correctly
- Monthly review of your transactions
- Monthly reconciliation of all banks, credit cards, property management statements & loans
- Support from your dedicated account manager, in portal, over email or monthly meetings
- Annual tax package for your CPA
PeakeFi Insights
Starting at $500/month
Ideal for operators juggling multiple projects, managing capital partners, or scaling into larger portfolios.
Includes everything in the Base Plan, Plus:
- Account level variances included on monthly financials
- Portfolio-level trend reports and KPIs
- Deal or project-level profitability snapshots
- Quarterly performance reviews
- Integrations with your portfolio management and other software. E.g., Appfolio, Stripe & Square
- Support from your dedicated account manager, in portal, over email or monthly meetings
- Annual tax package for your CPA
PeakeFi CFO Services
Starting at $1,000/month
Ideal for busy operators who are interested in scaling and tracking performance
Includes:
- Your CFO analyzes your monthly financials to offer tailored feedback on your operations
- Budget vs actual report
- Quarterly projection reports & updates
- Quarterly performance reviews
- Industry specific metrics presented in your monthly management report
- Monthly tracking of project costs & projected profitability per job
