Every holding in context
Move from the global portfolio to an entity, property, mortgage, or lender without losing the thread.
Bring every property, entity, and lender into focus.
Xoan turns fragmented ownership, financing, and valuation records into one review-ready operating picture.
Interface previews use illustrative sample data. No customer relationship or endorsement is implied.
Review-first intelligence
Source-aware records
Exact-cost valuation approval
Organization-isolated workspaces
A clearer operating picture
One portfolio picture. Built from the records that matter—and clear about what they mean.
Evidence stays visible
Recorded, estimated, derived, and unavailable data remain distinct—so a proxy never masquerades as a fact.
Attention, directed
Surface leverage, concentration, maturities, and data gaps for review without pretending to make the decision.
Connect
Connect ownership with confidence
Start with a legal entity. Xoan matches the record, lets you confirm the exact entity and properties, then builds the workspace around that evidence.
✓ Identify
2 Select entity
3 Confirm properties
RC
Riverside Capital LLCActive · Tennessee · formed 2018
Exact match
Current holdings12
Primary marketNashville
Record statusVerified
Public-record identity and retrieval details retained
Entity scopedReview before importSource IDs retained
Capital
Review the portfolio capital picture
Bring estimated portfolio value, eligible financing basis, equity proxy, recorded leverage, and modeled footprint history into a single review view.
Properties
Review every property in context
Search and compare each asset across owning entity, estimated value, mortgage basis, equity, leverage, lender, maturity, and evidence status.
Financing
Understand financing relationships
Turn scattered mortgage records into a lender relationship view with recorded exposure, portfolio share, secured properties, and upcoming maturities.
Control
Refresh records with control
Xoan reconstructs ownership and financing first, then prepares a separate valuation quote. You approve the exact paid-call count before any chargeable retrieval.
Open Xoan → Xoan Live RecordsReady to refresh
Connected properties6 / 6
Reliable financing basis5 / 6
Cached valuations6 / 6
Valuation refresh quote2 paid calls4 cache hits · up to $0.10
Approve exact count
✓ No automatic retry on a paid request
Control by design
Confidence comes from knowing the boundary.
Reuse successful estimates before another provider call is considered.
See the chargeable call count and maximum cost before retrieval.
Accounts, sessions, confirmations, and portfolio state stay within the organization.
Missing balances, lien priority, or operating data are never silently filled in.
Your portfolio, in focus
Bring the whole picture together.
Start with one ownership entity. Build from evidence. Review every number in context.