CEO / President
Operations
Financial
Data & AI
Carve-Out Readiness
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The company at a glance Every number drills to the underlying items
Communities 412 +14 this year · 118,400 doors Revenue · TTM $61.2M +4.2% vs prior year Cash $18.4M 1 exception · $42,180 AR over 90 days $2.1M +$180k this month AP in approval $1.86M 12 invoices stuck AI savings $46k/mo $552k annualized
Profit bridge to FY26 EBITDA · $10.9M to $11.8M forecast
See what is behind each step
Needs your attention 5 items
AAB unmatched item · 6 days$42,180 · Maria Vasquez Critical HR & Payroll is RedDayforce run slipped 2 wks Critical $312k stuck in AP approvals12 invoices at one approver Serious ERP decision due Sep 1NetSuite vs Dynamics Serious ARC backlog · Phoenix41 past 7 days Warning
Resident service volume Vantaca · HOAi · STAN
Requests this month 3,412 Resolved by AI90% of 1,384 email/portal requests handled 1,247 All open items on timeSLA 82% Escalated to humans 7.1%
Carve-out 94 days to TSA exit
Launch readiness 62 / 100 Workstreams 3G · 5A · 1R Open blockers 7 · 3 critical Migration readiness 71%
Critical vendors Status of the systems NewCo runs on
VantacaRenewal in 60 days · SSO config late Watch DayforceTest scripts late · run slipped At risk NetSuiteDecision vs Dynamics Sep 1 Deciding StrongRoom · TechCollect · mondayPerforming well Healthy
Operations Vantaca action items · resident service · workload · SLA
Open action items 1,284 4.1 days avg age Resident requests 3,412 86% answered on time Open violations 892 214 new this week ARC pending 176 41 past 7 days Work orders open 640 92 overdue
Are we answering on time? SLA aging across all action items
82% of 1,284 open items are on time 47 items past 7 days
ARC reviews · PhoenixCommittee vacancies + summer surge · temp reviewer approved 41 late Work orders · vendor no-showsTwo landscaping vendors on watch 4 late Complex homeowner requestsTitle and escrow questions with counsel 2 late
Service bottleneck Biggest drag this week
ARC reviews · Phoenix metro
Average decision time is 9 days against a 7-day target. 41 requests are past threshold, driven by two committee vacancies. A temporary reviewer was approved Aug 12; forecast back inside SLA by Sep 5.
Manager workload Communities per manager · threshold 14
R. Delgado 16 · over
S. Kim 15 · over
J. Whitaker 15 · over
M. Ortiz 14 · at limit
30 others 11.6 avg
Backfill hire starts Sep 2; two portfolios transfer Sep 8.
Board packets Assembled by the HOAi packet agent
Due this month 38 On track 31 At riskMissing financials or minutes 7
AI throughput HOAi · STAN, this month
Inbox requests resolved90% of 1,384 handled 1,247 Calls answered by STAN 2,214 After-hours calls covered 638 Escalated to managers 341
Violations by stage 892 open
Courtesy notice 384 Second notice 276 Hearing scheduled 138 Fine assessed 71 Legal referral 23
Portfolio 412 communities · 118,400 doors
Texas268 associations · 21 managers 81,200 doors Arizona87 associations · ARC backlog watch 24,600 doors Florida57 associations 12,600 doors Onboarding pipelineNext go-live Sep 1 · Cypress Bend 6 in transition
Financial NetSuite · Business Central · StrongRoom · TechCollect · Avalara · bank feeds
Cash $18.4M +$400k this month Receivables $7.9M 8.4% delinquency AP in approval $1.86M 6.2d cycle vs 5.0 Paid this month $4.1M 96% on time July closes 403/412 Day 6 of 8
Cash by bank Treasury · nightly reconciliation
AAB · operating1 unmatched item · $42,180 · 6 days $9.6M Pinnacle · reserveReconciled clean $5.2M SouthState · Association PrimeAPI feed pending · interim daily file $3.6M Of which idle, swept nightlyEarning 4.1% $2.2M
Bank reconciliation: 1 exception open
Owed to our associations AR aging · $7.9M owner receivables
In collections (TechCollect)$1.24M recovery opportunity · 61% likely to pay 1,847 accts Recovered this quarter$86k legal spend avoided YTD $214k
What we owe StrongRoom invoice-to-pay
In coding · HOAi agent 38 · $402k Manager approval · 3.1d avg 61 · $688k Regional Director approval12 stuck past 14 days · $312k · fix drafted 31 · $521k Ready for Tue/Fri payment run 13 · $249k Paid this month · 1,205 payments96% on time · $4.2k card rebates $4.1M
Association books & tax Business Central · Avalara
July closes published9 pending variance review · day 6 of 8 403 of 412 Reserve funding flagsBoard letters drafted 14 Tax registrations pendingArizona · NewCo entity 3 Next filingTX franchise extension Sep 20
Data & AI Agent activity · escalations · knowledge · automation return
Tasks completed 4,812 6 agents · this month Auto-resolution 90% HOAi inbox · 38s avg Escalated 341 7.1% · mostly by policy Agent errors 0.8% 38 of 4,812 Measured savings $46k/mo 1,240 hours returned
The agent fleet HOAi · STAN · Azure AI agents
HOAi · resident inbox1,384 handled · 90% auto · 38s first response Healthy STAN · resident voice2,214 calls · 638 after-hours Healthy HOAi · AP invoice coding1,032 invoices · 0.4% error Healthy HOAi · board packets38 assembled · 7 waiting on inputs 7 Waiting Document intelligence12,400 docs classified this month Healthy Briefing agentDaily 6 AM executive briefing Healthy
Waiting on a human Approval queue · 23 items
AP delegation ruleCFO · clears the $312k bottleneck Executive Payment plans over $5k 9 Hearing letters 11 Vendor W-9 exceptions 2
Agent-to-agent handoffs 512 chained workflows
Inbox → AP coding 164 Voice → Inbox 148 Docs → Board packets 112 Any agent → Briefing 88
Knowledge SharePoint document intelligence
Documents indexed 84,200 Auto-classified 96% Contracts flagged for renewal 214 Knowledge gaps openAZ pool rules · FL assessment FAQ 2
What agents touched in Microsoft 365 Microsoft Graph · least-privilege scopes
Reads today 4,120 Writes today 618 Approvals routed in Teams 41 Permission scopesQuarterly review Jul 30 12
What automation returns Measured against pre-AI baseline
Resident response handling $21.4k/mo After-hours phone coverage $9.8k/mo AP invoice coding $7.6k/mo Board packet assembly $7.2k/mo
Today's briefing Written 6:00 AM by the Briefing Agent
Cash $18.4M with one aging AAB exception; AR 90+ grew to $2.1M while TechCollect recovered $214k; AP running 1.2 days over target on one approver; HR & Payroll went Red on the Dayforce slip; agents saved an estimated $46k this month.
Read the full briefing
Carve-Out Readiness monday.com workstreams · migration · TSA exit · launch readiness
Workstreams monday.com · every workstream owned · 2 unowned items inside IT and Comms
Workstream Owner Complete Status
HR & Payroll D. Whitfield 58% Red IT & Infrastructure R. Chen 64% Amber Finance & ERP J. Lavrack 61% Amber Banking & Treasury M. Vasquez 66% Amber Data Migration K. Patel 55% Amber Comms & Brand L. Fontaine 48% Amber Legal & Entity S. Okafor 82% Green Community Ops Transition P. Nair 74% Green Facilities & Fleet J. Romero 71% Green
Launch readiness Target 85 by Nov 1
62/100
Legal 78
Money 71
People 66
Systems 58
Data 55
94 days to TSA exit · Nov 18, 2026
Critical path to standing alone Slack measured against Nov 18
SEP 15 ERP cutover Decision Sep 1 · 16 days slack →
OCT 10 Banking transition SouthState docs pending · 9 days slack →
OCT 24 Payroll parallel #3 Dayforce recovery · 6 days slack →
NOV 18 TSA exit NewCo runs standalone
Open blockers 7 · each owned and dated
Dayforce test scripts lateHR & Payroll Critical Two-step sign-in (MFA) at 81%IT · gates single sign-on cutover Critical SouthState signatory docsBanking & Treasury Critical 4 moreERP decision, data extract, brand, fleet View all
Migration readiness Azure / M365 tenant
Mailboxes 78%
SharePoint 64%
Teams 71%
Devices 83%
SSO apps 14/22
Dayforce Run 2/3
Data migration 55% · financial history behind
TSA exit evidence Checklist + Box data room
Exit obligations complete 21 of 34 Evidence files in BoxSynced via API · 6:12 AM 217 Vendor deliverables · 30 days3 late · Vantaca SSO critical 12 Board action items2 overdue · D&O, banking resolutions 9