Actionable insights based on the latest info
We've all run credit checks or used Companies House to lookup annual accounts - the trouble is that it's not often clear for everyone in your team to know what actions to take with that information. It's either incomplete, outdated or shows you too much of the wrong information.
With Upfront, you get access to key insights and observations designed exclusively for commercial leasing transactions. What’s more, they’re presented in a consolidated, easy to interpret report.
This helps you answer three key questions about your tenants: (1) who they are, (2) does it look like they can afford to pay their future rent and (3) how sensitive or resilient their business is.
With Upfront, you get access to key insights and observations designed exclusively for commercial leasing transactions. What’s more, they’re presented in a consolidated, easy to interpret report.
This helps you answer three key questions about your tenants: (1) who they are, (2) does it look like they can afford to pay their future rent and (3) how sensitive or resilient their business is.
- Metrics designed exclusively for CRE and leasing
- Develop your own risk parameters
- Actionable insights, easy for the whole team
Link Your Accounts
Select the software you use for your management accounts:
Use a different accounting platform? No problem, chat to us and we’ll find a way.
Connections to nearly all major accounting platforms
In August 2023, we analysed 1800 SMEs renting workspaces in the UK and found that on average their public financial data is 422 days old. It would be an understatement to say that a lot has changed in this time!
Upfront is the first business of its kind to get you the latest financial information directly from the tenants accounting platform - fully verified by our smart algorithms and the tenant themselves. How useful would it be to see the impact of Covid-19 on the profits and cash flows of an existing tenant that's asking for a rent deferral or reduction? How useful would it be to see the trend of profitability and cash flows of your potential new tenant for each month in the last 3 years?
Upfront is the first business of its kind to get you the latest financial information directly from the tenants accounting platform - fully verified by our smart algorithms and the tenant themselves. How useful would it be to see the impact of Covid-19 on the profits and cash flows of an existing tenant that's asking for a rent deferral or reduction? How useful would it be to see the trend of profitability and cash flows of your potential new tenant for each month in the last 3 years?
Upfront can analyse management accounts and connect to accounting software used by over 90% of UK businesses, including:
- Xero
- Dynamics 365 Business Central
- Quickbooks (Online & Desktop)
- Sage 50, Sage 200 Cloud and Sage One
- Clearbooks, Wave and more...
Connections to all business banks
We have partnered with Plaid.com to deliver our open banking connectors. Together, we are able to securely connect with all UK business banks.
This can be used as a standalone data source or for high value deals, can be used to further validate accounting data.
This can be used as a standalone data source or for high value deals, can be used to further validate accounting data.
- Month to month fluctuations and seasonality
Select Your Bank
Search
Don't see your bank? Search instead
Beyond Financials
Every business leaves a footprint - each one says a little bit more about that company and where they are going.
Upfront uses available information to provide qualitative and quantitative insights in to profiles of your tenants. Everything you need is conveniently presented in one place.
Upfront uses available information to provide qualitative and quantitative insights in to profiles of your tenants. Everything you need is conveniently presented in one place.
- Glance at their bio or connect on social media.
- See the background of SMEs
- Easily Identify red flags
- View history of County Court Judgements (CCJ's)
- See their approach to ESG (coming soon)
Quality Over Quantity
We use Machine Learning that is guided by experts to validate and check for inconsistencies for each and every result. This automates a process traditionally takes days.
- Machine learning trained to spot anomalies
- Validated by experts
- Cross check mutable data with immutable
- Analyse your entire portfolio (coming soon)
- Proprietary algorithm to identify three key ratios.
Built for business. Designed for people.
As standard, enjoy access to a team of experts dedicated to meeting your needs.
