Most prop-tech makes you change how you work to fit the software. Estrix flips that. We build bespoke platforms around the way your team operates — your workflows, your data, your decisions. No two platforms we build look the same, because no two firms work the same.
14 estates. 215 units. We replaced 31 spreadsheets and a Dropbox-only workflow with a single bespoke platform — every lease, every valuation, every capex project, every authority-to-sign in one source of truth.
Carter sits inside it, trained on the full portfolio: 6 years of valuations, 456 historical transactions, 19 quarters of EPC snapshots, 60 months of operating stats. Directors ask anything in plain English and get answers grounded in live data.
Client anonymised at their request. Reference call available.
We start by watching you work. Your spreadsheets, your processes, your quirks. Those become the blueprint — not some generic template.
The metrics on your dashboard, the way you classify tenants, the dates you track — that's institutional knowledge. We encode it into software that reflects exactly how your firm thinks.
Off-the-shelf prop-tech forces three firms to look alike. Bespoke means your platform is as distinctive as your investment thesis.
31% of asset managers cite fragmented data as the top barrier to scaling AI¹. That's exactly what off-the-shelf platforms create — generic schemas that don't fit how your firm actually works. Bespoke means your data lives where your team thinks it should.
Experimenting with AI is everywhere. Production AI inside a fund's operating workflow — answering live questions about real leases, real valuations, real transactions — is rare. Our client lives in the 8% because we built the platform around their workflow first, then put Carter inside it. Not the other way around.
This is a menu, not a package. Every firm picks a different combination — and the way each capability looks and behaves is shaped to your team.
Clients, portfolios, estates, units — unlimited depth. Navigate an entire book in three clicks, from fund level down to an individual lease.
Director-level KPIs, WAULT, void rates, realised returns, EPC compliance — visualised in SVG charts built for your exact metrics.
Every unit editable in one screen — lease, rent review, break clause, EPC, MEES, arrears, notes, documents. Changes save instantly.
Auto-generated alerts for lease expiry, EPC downgrades, MEES deadlines, arrears. Colour-coded by urgency. Filterable by user role.
Track active deals from heads of terms to completion. Historic sales rolled into realised-return analytics automatically.
Role-based access from day one. Directors see everything, analysts see their portfolios. Full activity log for audit.
Every Estrix platform ships with Carter, a built-in AI agent trained on your portfolio. Ask it anything — "which leases expire this quarter", "draft the Q2 investor letter", "what changed since last month" — and it answers from your live data.
Photos, floor plans, PDFs — upload to any unit. Existing spreadsheets become the starting data set. Optional two-way Dropbox/Excel sync for firms that will never fully leave their workbooks.
The screens below are representative of what we build — shaped to your workflow, styled to your brand, connected to your data. None of this is templated. Every field, every chart, every alert is designed for the firm it lives inside.
The unit dashboard is where the real work happens. Lease terms, rent review dates, break clauses, EPC ratings, MEES compliance, arrears, photos, PDFs, free-text notes, inherited comments from your source data — all visible, all editable, all tied back to the portfolio in real time.
Directors don't want to dig. They want the one screen that tells them whether the portfolio is healthy. Realised returns, valuation trajectory, EPC compliance, void rate, forward funding, active capex — all in custom charts rendered from your live data.
Lease expiries under three months. EPC ratings that won't meet MEES in 2028. Arrears flagged before they age. Every alert is generated from the same data you're already capturing — and tuned to the thresholds your firm cares about.
Once your platform is built — every lease, every valuation, every transaction in one place — Carter sits on top of it. Ask anything. Draft anything. Get the briefing your team would have spent half a day producing, in fifteen seconds.
"Which tenants are in arrears over 60 days?" · "What's my weighted yield?" — answered from live data.
Investor letters, board papers, monthly updates — drafted in your house style, grounded in today's numbers.
Overnight scans flag data that looks wrong — missing rent reviews, EPC drift, valuation outliers — before they become a problem.
A single prompt turns into a full portfolio briefing for Monday morning, or an exec summary before your next IC.
Give me a one-paragraph summary of portfolio health this quarter.
Portfolio income is tracking ahead of budget this quarter, driven by two rent reviews settling above ERV. Void rate has eased against last quarter. Three leases expire inside six months and warrant attention — one is currently unflagged for renewal. EPC compliance has improved marginally, with two units still below the 2028 MEES threshold.
Draft that as the opening of our quarterly investor letter.
Getting your data in is our job, not yours. Whether it lives in a Dropbox folder full of spreadsheets or inside a legacy system you're finally ready to leave, we handle the migration end to end — so your team starts with a platform that already knows their portfolio.
Point us at the Dropbox, SharePoint, Google Drive or network folder where your portfolio already lives. We ingest the spreadsheets, the PDFs, the photos, the valuation packs — and map them into your platform's structure.
If you're leaving Yardi, MRI, Argus, Re-Leased, Qube — or any other system — we'll take the export and build your new platform around it. Clients, portfolios, estates, units, leases, historical valuations, transactions. Your history moves with you.
Share the folder or the export. That's all you do.
Parse, clean, map, reconcile — every record accounted for.
Spot-check the data in your new platform before anyone else sees it.
Your team starts work. Carter is already trained on your data.
A one-off setup fee builds your platform — bespoke to your firm, your data, your workflow. After that, a flat monthly fee covers hosting, support, Carter, and continuous improvement. No per-seat charges. No hidden modules.
Add your whole team on day one — directors, analysts, accountants. The monthly fee doesn't move.
Reporting, dashboards, alerts, Carter, document storage — all included from day one. We don't withhold features to charge for them later.
The monthly fee covers ongoing changes. If your workflow evolves, your platform evolves with it. No change-request invoices.
Full export anytime, in standard formats. If you ever decide to leave, you walk away with everything. No hostage situations.
Most engagements settle within £12k–£40k setup and £2k–£6k/mo. Let's scope yours on a 30-min call.
Bespoke doesn't mean small. Every Estrix platform meets the security, governance and continuity bar that institutional buyers require — and we put it in writing.
All client data hosted in UK regions on Supabase / AWS. GDPR-compliant. Data never leaves UK without your written approval.
Database schema documented and exportable in standard formats anytime. No proprietary lock-in.
At end of contract, full source-code escrow available. Your platform doesn't disappear if we do.
Engineering documented to handover standard. Insured for professional indemnity. Run-book provided to your IT.
Row-level security, encrypted at rest and in transit, full audit log, optional SSO. SOC 2 trajectory on request.
Sample MSA, DPA and SOW available before our first call. Built to pass legal and procurement review.
Pick a slot that works. We'll talk through how your team works today, what you'd want a bespoke platform to do, and whether we're the right fit. No decks, no demo theatre — just a conversation.