PortfolioMates

Who it is designed for

For owners and property managers overseeing one building or an entire portfolio. Start with the records you already have, then build a clearer picture of condition, open work, and the evidence behind it.

A workflow with context

1. Establish the building context

   Identify each property, its spaces, systems, and responsible participants. Bring forward inspection reports, drawings, service records, and other useful history.

2. Understand what needs attention

   Review the building history alongside maintenance activity and compliance follow-up. Keep documented concerns separate from information that is simply missing.

3. Coordinate work and preserve continuity

   Give participants access appropriate to their role. Connect new work and its supporting evidence to the building, so a change of vendor or manager does not mean starting over.

A practical example

A new service vendor takes over a property. The owner can begin the handoff with equipment history, prior findings, and unresolved work instead of reconstructing the story from scattered emails.

Building Memory™ inside PortfolioMates

A continuing property history that connects field work, building-level compliance, and the portfolio view. Owners and property managers act as custodians of that history.

The seven Mates are different views of a shared building history. Atlas is designed to connect that history with governed technical knowledge while keeping evidence, interpretation, and uncertainty distinct.

Begin with your building

Tell us about the property, your role, the work you need to understand, and the records you already use. We can discuss how this Mate fits that context and what is currently available.