GridFolio is the portfolio property and operations management platform for multi-building owners and CRE operators. It integrates ownership structures, leasing, vendor compliance, budgets, maintenance, and reporting into a single system of record.
What It Is
GridFolio is a modern CRE-grade portfolio platform that ties ownership, leasing, operations, and reporting into one system of record. It manages portfolios of buildings (and portfolios of portfolios), tracks ownership entities (LLCs, SPVs, JV structures), provides tenant and lease management, vendor and compliance document tracking, operating expense budgets with variance analysis, and capital planning — all integrated with the GridSite ecosystem for operations execution.
GridFolio works for a single building but emphasizes portfolio-level views and rollups. It connects to GridBuilding for individual building detail, GridServ for maintenance and service orders, GridCommand for incidents, GridPolicy for automation, GridIntegrate for data connectors, GridTrack for equipment tracking, and ComputeComplete for capital projects.
Why It Matters
Multi-building owners and CRE operators need portfolio-level visibility across properties, tenants, vendors, and financials. Without a unified portfolio platform, operators juggle disconnected systems for leasing, maintenance, compliance, and budgeting. GridFolio consolidates all of this into one platform with real-time operational data from the GridSite ecosystem, giving portfolio managers the rollups, alerts, and reporting they need to make informed decisions.
Key Capabilities
Portfolio & Ownership Structure
Manage portfolios, sub-portfolios, ownership entities (LLCs, SPVs, JVs), ownership stakes, and contact hierarchies.
Building Ops Rollups
Aggregate building health, work backlogs, vendor coverage, and compliance status across your portfolio.
Leasing & Tenant Management
Track tenants, leases, renewals, occupancy rates, and compliance requirements with CRE-grade lease workflows.
Vendor & Compliance Docs
Manage vendor contracts, COI tracking, license renewals, and compliance document expiration alerts.
Financial Rollups
Operating expense budgets, variance analysis, chargeback rules, and CAM allocations across buildings and portfolios.
Capital Planning
Track capital projects, lifecycle improvements, and budgets with deep links to ComputeComplete.
Operations Execution
Unified view of service orders (GridServ), incidents (GridCommand), and track alerts (GridTrack) across your portfolio.
Automation & Integrations
Portfolio-level policies (GridPolicy) for lease expirations, COI alerts, and after-hours events, plus connector health (GridIntegrate).
How It Ties Into the Ecosystem
GridFolio integrates with GridBuilding for individual building detail, GridServ for maintenance and service orders, GridCommand for incident management, GridPolicy for automation rules, GridIntegrate for data connectors, GridTrack for equipment tracking, GridPass/GridStation for access management, GridTwin for visualization, and ComputeComplete for capital projects.
Example Workflows
- A portfolio manager reviews occupancy and lease expiration forecasts across 12 buildings, identifies three leases expiring within 90 days, and initiates renewal workflows.
- An operations director sees expiring COIs across vendors, sends renewal reminders, and updates compliance status as new certificates arrive.
- A capital planner creates improvement projects for aging HVAC systems across a campus, linking each to ComputeComplete for detailed scoping and budgeting.
- A property owner reviews OPEX variance by building, identifies over-budget categories, and adjusts chargeback allocations for the next quarter.
Intended Users
Launch Scope & Roadmap
First
- Portfolio management
- Building rollups
- Tenant/lease tracking
- Vendor compliance
- Budget/OPEX preview
- Operations tie-ins
Next
- Advanced lease workflows
- Automated COI tracking
- Financial integrations
- Capital project management
Later
- AI-driven portfolio optimization
- Predictive lease analytics
- Automated budget forecasting
- Cross-portfolio benchmarking