Beyond brings institutional-quality portfolio management tools to private investors, real estate note holders, and alternative investment managers
Eliminate spreadsheet management and manual calculations
Organized records mean lower CPA fees and faster filing
Data-driven insights to optimize your investment strategy
Impress lenders and investors with institutional-quality reporting
Track real estate notes, private lending, LP investments, and custom deals in one place
Automated payment tracking with CSV imports and manual entry options
Real-time IRR calculations, cash-on-cash returns, and yield analysis
Upload bank statements and export data in multiple formats
Auto-confirmation for reliable borrowers and duplicate detection
Bank-level encryption and security for your sensitive financial data
Generate portfolio summaries, CPA tax reports, and investor documentation
CPA-ready reports with detailed income breakdowns by asset type
Payment success rates, asset performance comparisons, and trend analysis
Integrate with your existing systems via our comprehensive API
Team collaboration with role-based permissions
Custom branded reports for client presentations
Join sophisticated investors who've moved beyond spreadsheets to professional-grade portfolio management