Get the work out of the spreadsheet.
VaraNote builds software for teams that track financial processes. The aim is less time and toil, a clear view of where things stand, and a way to see a problem before it becomes a bigger one.
Software for two complex financial workflows.
The same idea, applied to two books that still tend to live in a workbook one person knows how to run.
Private lending tracking
One record for the loan book after the loan exists: each advance, the ledger, documents, funding, and the people who need to see it.
See Silta
1031 exchange management
For qualified intermediaries. One workspace for the exchange file: properties, deadlines, documents, tasks, and the banking activity around the funds.
See Satama
“VaraNote has made tracking our private real estate investment portfolio easier and more organized. The company has been responsive to our feedback and thoughtful about building tools that fit how we actually work.”
Michael Spring
Managing Director
Innovative Financial Resources, Inc.Private Real Estate Investments · San Diego, California
What does your spreadsheet know that the rest of your company doesn't?
- Which loans need attention this week?
- Where did the capital for each loan come from?
- What is each funding source actually earning?
- Which exchange deadline is approaching next?
- Which transaction is waiting on someone?
- What happens if the person who owns the spreadsheet isn't available?
That is the information VaraNote turns into an operating record.
Tell us what you track.
A lending book, an exchange desk, or another financial process still living in a spreadsheet. We will reply from hello@varanote.com.