The data problem is our problem, not yours.
- Step 01
Scoping call
Tell us what’s in the portfolio: how many properties, what types, keys per property, what’s already documented. We’ll tell you what a baseline takes and what it costs. If Capset isn’t a fit, we’ll say so on this call.
- Step 02
Build the baseline
Three paths, and most portfolios use a mix. Our field team walks the properties. We import what you already have — PCAs, reserve studies, equipment spreadsheets, CMMS exports. Or your team captures it in the app.
- Path AWe walk it
- Path BWe import what you have
- Path CYour team captures it
- Step 03
Review the baseline plan
We walk your engineering and asset management teams through the first capital outlook, asset by asset on the items that matter. Your engineers will disagree with some of it — good. That’s the review.
Their corrections make the model better, and it’s the moment they stop seeing this as software done to them and start seeing it as their assessment finally reaching ownership.
- Step 04
Keep it live
Work gets logged as it happens — replacements, major repairs, condition changes — and the plan re-forecasts. Optional annual refresh walks keep condition data current without putting the burden on your team. Your outlook is accurate in month nine, not just on delivery day.
First properties captured within two weeks of kickoff.
Full baseline for a 20-property portfolio in four to six weeks.
What we need from you
- 01
Building access and a point of contact per property
- 02
Any existing documentation, however messy
- 03
About two hours from a chief engineer or regional director for the baseline review
- 04
That’s it.