Reserves, capital projects, and a long-range plan.

Track reserve funds with percent-funded, run capital projects with milestones, and let AI draft long-range capital plans the board can edit.

The problem

Reserves get raided when a roof fails because the long-range plan was a one-page PDF from 2019.

Capabilities

Reserve funds. Per-fund balances, contributions, and percent-funded against the study.
Capital projects. Projects with milestones, budgets, vendors, and document trails.
AI long-range plans. Monty drafts a multi-year capital plan from your reserve study; the board edits and approves.

Frequently asked questions

Do you replace our reserve study?

No. Monty consumes the study so the plan stays current as the building spends and contributes.

Can capital projects run RFPs?

Yes, via RFP Autopilot. Awards flow into the project record.

Who approves capital plans?

The board. Monty drafts; humans decide.