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For management companies

Reduce reserve-study friction one association at a time.

Ballast gives managers a consistent diagnostic, scope handoff, professional review process, and board-ready record while the initial commercial relationship remains association-specific.

Start with a Study Check

Ballast performs the specialist analysis; the manager retains the operating and board relationship. No unbuilt portfolio product is promised.

How it works

  1. 01

    01 · Refer

    Start with one association

    Use a complimentary Check on the association currently causing the most trouble. It identifies the issue without committing the portfolio, adopting a system, or asking any board to sign anything.

  2. 02

    02 · Supply

    Give information once, in the form you already hold it

    The prior study, the budget, the reserve balance, completed work, and known upcoming projects. Ballast works from the documents a manager already keeps rather than requiring them to be re-entered into a new format.

  3. 03

    03 · Consistency

    One report structure across every association

    A manager reading studies from six firms is doing translation work before the board conversation starts. Every Ballast report uses the same structure, the same terms, and the same funding grammar, whichever association it is for.

  4. 04

    04 · Board-ready

    Output the board can act on without interpretation

    The report leads with the position, the recommendation, the capital timing, and the decisions in front of the board. The manager is not required to translate the analysis before the meeting.

  5. 05

    05 · Re-entry

    Confirmed facts are not requested twice

    Property facts confirmed once carry into the next scope, the next onboarding, and the next study. The repeated re-entry a manager absorbs today is the friction this removes first.

  6. 06

    06 · Cadence

    Full and Update are different products, chosen from the record

    Whether an association needs a Full Reserve Study or a Reserve Study Update is derived from whether its prior record qualifies as a baseline. An Update is never used to disguise the need for a Full, and the manager is told which it is and why before a fee is quoted.

  7. 07

    07 · Continuity

    The issued report stays fixed while the record stays current

    Issued Baseline, Current Position, and Standing are distinct records. Later information is reviewed by Ballast and may inform Current Position without rewriting anything that was professionally issued.

  8. 08

    08 · Live

    A continuing relationship rather than a document every few years

    Live Reserve Service is designed to keep the reviewed record connected to later changes. Availability, features, scope, and terms are confirmed separately. It does not replace required study work.

  9. 09

    09 · Boundary

    Ballast does the specialist work and hands the association back

    Ballast performs the analysis, the professional review, and the issuance. It does not perform the operational work a management company performs, and there is no ongoing wedge into the manager's board relationship.

  10. 10

    10 · Not yet built

    Portfolio visibility is a direction, not a current feature

    There is no manager login, no portfolio dashboard, and no portfolio-wide reporting today. Ballast will not describe one as available, and a manager evaluating Ballast should evaluate one association's record end to end, which is what exists.

Start with the question

Not sure which you need? Start with a check.

Anything you have already told us carries into your quote, so you are not asked twice.

Request a ScopeStart with a Study Check