BUILT FOR THE PEOPLE WHO RUN THE FUND

Run your fund in one place. Not five.

Fund teams use Yardi for accounting, Salesforce for contacts, separate tools for entities and deals, and Excel for everything in between. Lunash connects the work in one controlled place, from acquisition and onboarding through reporting and disposal.

Keep the systems you need. Stop rebuilding the same fund story between them.

Built from firsthand experience managing real estate fund operations.

Portfolio performance and management reportingLIVE · RECONCILED
Lunash portfolio performance dashboard with quarterly comparisons, operating expenditure and key fund metrics
MANAGE THE FUNDCONTROL WORKFLOWSCONNECT EVIDENCEREPORT WITH CLARITY

WHY LUNASH

All the moving parts of the fund, finally in one place.

Keep Yardi, Salesforce and the specialist tools that do their jobs well. Lunash connects their outputs with the entities, documents, decisions, approvals and reporting your team manages every day.

See how Lunash connects the work
01

Organise the structure

See the funds, legal entities, ownership, assets and financing relationships that sit behind the portfolio.

02

Run the workflows

Coordinate acquisitions, disposals, capital events, financial review and audit activity across accountable teams.

03

See the full picture

Connect performance, decisions, evidence and follow-up into one controlled management and reporting view.

One fund. One operating lifecycle.

Lunash gives accountable teams one controlled place to manage the fund throughout its lifecycle while connecting the systems that continue to hold the underlying records.

  1. Acquire
  2. Onboard
  3. Manage
  4. Report
  5. Dispose

BUILT FOR THE MONTH-END REALITY

Ask what still needs attention before the close.

Lunash brings the trial balance, general ledger, tenancy data and reviewed commentary into one operating context—then shows the accountable team what is explained, what is still open and who must act next.

Explore the workflow

THE OPERATING GAP

Your fund does not operate in one system.
Lunash connects the work between them.

01

Records live across systems

Accounting, property, modelling, legal and document platforms each hold only part of the fund picture.

02

Workflows cross departments

Finance, Asset Management, Investment, Legal, Treasury and external advisers coordinate through disconnected tools.

03

The management view is rebuilt

Teams repeatedly assemble structure, performance, activity, evidence and commentary before decisions can be made.

ONE PLACE TO RUN THE FUND

Connect the fund from
structure to performance.

Bring operations, finance, ownership, workflows and evidence into a shared view without replacing the systems that hold the underlying records.

01

Control the fund

Understand legal structure, capital activity, financial performance and open actions across the portfolio.

02

Coordinate the lifecycle

Move acquisitions, disposals, funding events, reporting and audit requests through accountable workflows.

03

Report with confidence

Trace management information to its source, preserve commentary and approvals, and assemble a complete fund view.

CONTROLLED WORKFLOWS

Coordinate capital events across every accountable team.

Track ownership, progress, evidence and approvals across Accounting, Treasury, Legal and Tax while keeping every decision human-controlled.

Lunash capital events workflow across Accounting, Treasury, Legal and Tax
See how the fund connects.Explore the entity, workflow, performance and evidence journey in the interactive Lunash environment.
Book a private demo

BUILT ABOVE YOUR CORE SYSTEMS

Keep your systems of record.
Use Lunash to operate across them.

01Connect

Bring fund, entity, asset and financial information into one operating context.

02Coordinate

Route work and decisions across Finance, Investment, Asset Management, Legal and Treasury.

03Control

Keep ownership, evidence, exceptions and approvals visible throughout each workflow.

04Report

Turn connected records and accountable actions into a clear management and board view.

ENTITY GOVERNANCE

See how every legal entity connects across the portfolio.

Move from fund and holding structure to the relevant entity record, governance information, documents and capital activity without rebuilding the structure in separate systems.

Lunash entity management and legal ownership structure

DESIGNED AROUND YOUR EXISTING STACK

Keep the systems your team already trusts.

Lunash is not positioned as a replacement for your accounting or property platforms. It is the controlled operating layer that connects financial output, fund structure, portfolio activity, evidence and cross-team workflows.

Yardi VoyagerMRI / QubeArgusXeroExcelOther core systems
What the current environment shows

The screenshots use Yardi as one illustrative source. Lunash is intended to sit above different accounting, property-management and modelling systems.

What a pilot establishes

Data inputs, permissions and integration requirements are scoped around the client’s existing stack before implementation.

CONTROLLED BY DESIGN

AI supports the work.
Your team remains accountable.

AI helps organise information, draft commentary and surface exceptions. Authorised people still investigate, decide and approve every material outcome.

01

Assistance first

AI can extract, organise, draft and surface exceptions, with every output treated as provisional until reviewed.

02

Evidence attached

Material drivers link back to the property, source record or calculation behind the conclusion.

03

Named ownership

Questions and follow-up are assigned to the people responsible for investigating and responding.

04

Human approval

No material action, approval or financial record is treated as final without an authorised person confirming it.

FROM DEMO TO CONTROLLED PILOT

Start with one high-value fund workflow.

Lunash is introduced around the client’s existing systems, operating model, reporting timetable and approval structure. A pilot is scoped before confidential data is introduced.

01

Map the workflow

Choose one operating challenge, the people involved and the decision the output must support.

02

Agree the inputs

Confirm the relevant accounting exports, property data, evidence and ownership rules.

03

Configure the pilot

Set the portfolio structure, roles, review thresholds and approval path around the client’s process.

04

Measure the outcome

Assess review time, unresolved exceptions, evidence traceability and management visibility.

PRIVATE PILOT TODAYIllustrative data and controlled demonstrations

The current environment demonstrates Lunash's workflows without requiring access to a prospect's live systems.

FULL DEPLOYMENTSecurity and deployment agreed before client data

Permissions, storage, data residency, retention and integration requirements are documented as part of pilot scoping.

AI CONTROLDrafted by AI. Approved by accountable people.

Lunash is designed so material commentary, actions and outputs remain subject to named human review.

DATA & SECURITY

Every engagement starts with the hosting model, access controls, data residency and retention terms agreed and documented before any client data is introduced — as part of onboarding, not an afterthought.

We don't yet hold ISO 27001, SOC 2, or Cyber Essentials certification, and we'll say so plainly to anyone who asks. Platform demonstrations run on illustrative data only.

ONE FUND, CLEAR OWNERSHIP

Built around the teams that operate the fund.

FUND FINANCE & LEADERSHIP

Control performance and reporting

See the portfolio position, challenge exceptions, coordinate close activity and prepare an evidence-backed management view.

INVESTMENT & ASSET TEAMS

Manage activity across the lifecycle

Connect acquisitions, disposals, leasing and asset-level developments to the wider fund context.

LEGAL, TREASURY & AUDIT

Keep decisions and evidence connected

Track entity, funding, approval and assurance activity without losing ownership or source documentation.

HUMAN APPROVALEVIDENCE LINKEDEXISTING SYSTEMS RETAINEDILLUSTRATIVE DEMONSTRATION DATA

FOUNDER-LED, OPERATOR-BUILT

Built from inside real estate fund operations.

Nassir Said

Founder, Lunash

Nassir has managed real estate fund operations and worked across property and investment accounting. He understands the reality of coordinating period-end reviews, complex structures, evidence, approvals and management reporting across disconnected systems.

Lunash grew from that direct operating experience: a platform designed around how fund teams actually work, where controls matter and where accountable people—not software—make the final decisions.

FUND OPERATIONSPROPERTY & INVESTMENT ACCOUNTINGFINANCE-LED PRODUCT DESIGN
Discuss a fund workflow

THE SHORT ANSWERS

What teams usually ask first.

Does Lunash replace our existing systems?

No. Your accounting, property-management, modelling and document platforms remain the systems of record. Lunash sits above them as the fund-management and collaboration layer.

Is Lunash only a review tool?

No. Review is one capability. Lunash is designed to connect fund structure, financial performance and reporting across the investment lifecycle — from capital events and acquisitions through to disposals.

Who is this for right now?

Fund finance, Asset Management, Investment, Legal, Treasury and assurance teams involved in operating and overseeing institutional real estate funds.

What will I see in the demo?

A focused walkthrough of entity oversight, performance, capital-event and disposal workflows, and audit collaboration using the interactive Lunash environment.

SECURE PRIVATE DEMO

Bring us one fund-management challenge.

We will show you where Lunash fits—and where it does not.

01 Interactive product walkthrough02 Fund-wide operating view03 Your workflow questions04 No slideware or pressure

Request a focused walkthrough for your role. See how entity structure, capital activity, portfolio performance, cross-team workflows and evidence connect in one controlled journey.

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