About Us
Innexa is a full-service accounting and operations partner to real estate investment managers and family offices.
Headquartered in Los Angeles, Innexa is a full-service accounting and operations partner to real estate investment managers and family offices. Functioning as an extension of your team, we deliver scalable, cost-efficient solutions built for complex investment structures.
Our model reduces overhead, eliminates the risk of turnover, and ensures critical deadlines are met.
Trusted Partner
Deliver high-impact accounting and financial solutions tailored to complex investment structures
Platform Efficiency
Expertise in industry-standard technology platforms for seamless system integration with strong cyber security measures
Proven Leadership
Led by executives with Big 4 backgrounds and over 60 years of combined finance and operations experience
Strategic Team Integration
Dedicated teams to ensure continuity and meet deadlines, expand capacity, while reducing HR risks
Our Services
Innexa offers a comprehensive suite of accounting, financial, and operational services designed to streamline internal processes and enhance decision-making.
Our tailored approach ensures every solution aligns with the unique needs and complexities of each client.
Investment Managers
Accounting Operations & Financial Reporting
- End-to-end accounting
- Daily, monthly, and quarterly reporting
- Reconciliation of cash and investment accounts
- Management fees calculation and billing
- Portfolio reporting and consolidation
- Audit Support
Financial Analysis
- Financial modeling, underwriting, and projections
- Proforma development and scenario planning
- Customized reporting for informed decisions
GAP Analysis
- Identify inefficiencies and automation opportunities
- Assess and enhance workflow processes
- Design and implement strong internal controls
Business Valuation
- Business tangible assets
- Complex financial instruments (i.e. ESOPs)
- Intellectual property and intangible assets
Management Support
- Services for fund, property, and asset managers
- Compliance management and workflow improvement
- Execution of special projects and strategic tasks
Cost Segregation
Family Office
Financial Management
- End-to-end accounting and bill pay
- Cash flow and liquidity management
- Budgeting and forecasting
- Banking and treasury coordination
- Performance tracking across investment portfolios
Tax & Compliance
- Tax coordination with CPAs
- Reconciliation of K-1s and 1099s
- Trust and estate tax support
- Accounting for trusts, partnerships, and holding companies
Investment Administration
- Facilitate investment onboarding process
- Track capital calls and distributions
- Record keeping
Lifestyle & Personal Services
- Bill pay and expense reporting
- Household payroll and vendor payments
- Aircraft, yacht, and luxury asset bookkeeping
- Charatable giving tracking
Our Key Pillars
Innovation
We combine forward-thinking strategies with the latest technologies to drive smarter operations
Excellence
We uphold the highest standards of accuracy, timeliness, and professionalism in everything we do
World Class Service
We are committed to delivering a seamless, responsive, and elevated client experience
Case Study
As the client experienced rapid platform growth and increased transaction volume, they faced staffing gaps and employee burnout. Timely investor reporting, monthly and quarterly close, and soft draws became increasingly strained. The client needed a flexible, high-quality solution without breaking the bank.
01
Client Snapshot
| Client | $3B+Ground-Up Developer |
| Industry | Multifamily & Self-Storage Development |
| Location | Southern California |
| Team Structure | Lean in-house team prior to engagement |
| Software Stack | Sage 300 |
02
Solution
Innexa deployed a dedicated five-person team with staggered schedules to meet critical reporting timelines and maintain round-the-clock momentum across functions. Within six months, the scope expanded to include annual audit support and the client’s entry into a new asset class. When the client’s in-house AP Manager unexpectedly resigned, Innexa absorbed the workload seamlessly — eliminating disruption and maintaining continuity.
03
Results
- Cost savings exceeding $350,000 annually
- Improved turnaround for monthly close and reporting due to staggered shift coverage and support from multiple, dedicated Innexa team members
- Increased bandwidth allowed internal leadership to redirect focus to strategic priorities
- Seamless transition of AP manager responsibilities with zero operational downtime
- Smooth execution of annual audit
