The Product
The tools your team needs to go from reactive to proactive, without adding headcount. Vitals reads the report, analyzes the numbers, scores the health, and maps the action plan, so a strong asset management team spends its time solving, not searching.
Not a generic tool with a housing skin on it
Vitals understands LIHTC compliance, HUD reporting, state agency requirements, and AHIC standards, because it reasons from a custom AI grounded in a curated affordable housing knowledge base. It spots the same things human experts do, giving every team access to expert-level analysis they would not otherwise have on staff. You do not have to teach it your world.
Know immediately if a property is on track, or needs attention
Upload a financial package and within minutes know whether the property is hitting its projected performance, covering its expenses, and on budget to pay distributions. Vitals analyzes your income statement, balance sheet, and rent roll together, highlighting where you are off budget, where trends are heading, and what needs your attention right now. No more waiting until the end of the quarter to discover what went wrong in month one.
Ask anything about your portfolio, anytime, in plain English
"Why did NOI drop at Greenwood?" "Which properties have rising vacancy?" Open the chatbot and ask. It is powered by a custom AI grounded in a curated affordable housing knowledge base: LIHTC compliance, industry benchmarks, operational patterns. It pulls from your actual financial data and answers the way an experienced asset manager would. Available 24/7, no appointment needed.
Stop finding out about problems on investor calls
Every property receives a health score calculated from a weighted algorithm across five key dimensions of performance. Properties that fall below threshold automatically land on your watchlist before anyone has to ask. No more surprise investor calls or emails about a property you did not know was struggling.
Built Into Every Plan
Stop playing email tag with your management companies. Vitals reads every financial package, drafts the right follow-up questions, tracks responses, and keeps a complete record. Your partner communications become a managed, accountable process.
Upload loan agreements, partnership agreements, regulatory docs, and management plans. Need to check an obligation or covenant? Just ask. You can also add private notes (relationship context, owner concerns) that inform every analysis the AI produces.
Add notes to any line item in your financials. The AI also auto-flags variances, unusual trends, and benchmark misses. Every flag becomes a trackable action item so nothing falls through the cracks.
Financial packages come in every format imaginable. Vitals uses three independent AI models to extract your data, cross-checking each other for accuracy. You see exactly how confident the extraction is. No black box.
Choose the metrics that matter to you, arranged the way you want
AI spots red flags across your income statements, balance sheets, and rent rolls
Different management companies use different charts of accounts. Vitals standardizes them automatically
Forward financial packages to your inbox and they are processed automatically
Onboard your entire portfolio in minutes, not months
Export to Excel, Google Sheets, or PDF anytime
See exactly where you are over or under budget, automatically
Why Now
For 25 years, affordable housing operators just needed software that worked. What they got was fancy databases that required bolted-on dashboards. Walled gardens where their data went to live in captivity. Analysis was the realm of countless hours invested by trained asset management experts.
That all changed 18 months ago.
Models got good enough to read every line of every financial package, score the property against a health algorithm built for affordable housing, and produce a clear action plan to put and keep deals on healthy paths. In plain English. In seconds. On every property, every month, without anyone asking.
AI is leveling the playing field in some places and rewriting it in others. Asset management teams that embrace it get ahead faster than ever. Those that ignore it fall behind faster than ever. Call your partners with solutions before they call to discuss problems.
Vitals is in closed beta. Cohort seats open monthly.