Preview Holdbase with sample data. Choose a plan when you're ready to organize your own properties.
For owners with one property who want their documents organized and their deadlines tracked.
For owners with a small portfolio who want full AI-powered ownership intelligence.
For investors managing a growing portfolio who need cross-property visibility.
For professional owners and family offices managing large residential portfolios.
Annual billing available. Save up to 20%.
Not ready to set everything up yourself? We do it for you. Our team organizes your documents, builds your first dashboard, and generates your first biweekly digest — so you start with a fully configured property from day one.
What you get with Holdbase that spreadsheets and calendar reminders can't match.
| Capability | DIY | Holdbase |
|---|---|---|
| Extract key info from lease PDFs | Manual, slow | Instant AI extraction |
| Track HOA deadlines automatically | Hope you remember | Auto-detected from docs |
| Get warned about missing insurance | Only when it's too late | Flagged immediately |
| Biweekly owner update | Never | Every 2 weeks |
| Ask questions about your docs | Ctrl+F a 40-page PDF | Ask in plain English |
| Miami flood zone awareness | Google it every time | Built in |
Holdbase extracts information from leases, HOA master declarations and rules, homeowner's insurance policies, flood insurance policies, mortgage statements, property tax bills, and repair invoices — all as PDFs.
Holdbase is being built with privacy and security as a core priority. During early access, onboarding is founder-guided and owners should not upload sensitive documents until invited into private beta. We will publish full privacy and security details before broader launch.
Yes. Holdbase is designed for rental owners anywhere in the U.S. We're starting with owners who have document-heavy rental workflows, with Miami and Florida ownership complexity informing some early examples.
For $299 per property (one-time), our team organizes your documents, builds your first dashboard, and generates your first biweekly digest. It's designed for owners who want to start fully set up rather than doing it themselves.
Yes — no long-term contracts. Cancel any time and you'll retain access through the end of your billing period.
Every two weeks, Holdbase generates an AI-written owner update covering what changed, what's due, what's missing, and what the AI noticed across all your properties. Think of it as a proactive briefing from an invisible property analyst.
A formatted summary of your property financials (rent received, mortgage payments, HOA dues, repair costs) structured for easy review with your accountant. It is a preview format — not a full tax filing tool.
Explore Holdbase with sample data — no setup required. Choose a plan when you're ready to organize your properties.
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