FUNDPILOT
Preparing your reserve model
FUNDPILOT HOA Reserve LogoFUNDPILOTHOA Reserve Modeler
Built for HOA Treasurers & Property Managers

FUNDPILOT's AI turns 100-page HOA reserve studies into live cash flow models.

Upload your HOA reserve study PDF. Our AI reserve modeler extracts every repair component, models up to 75 years of compound interest and inflation, and calculates your HOA's percent funded trend - no spreadsheets required.

Visual Demo needs no credit card
9
states require studies by law
30
year cash flow forecast
1
free PDF upload, no card

Required by law in 9 states

Does your state require a reserve study?

California, Florida, Nevada, and Washington mandate reserve studies on fixed cycles, with penalties for non-compliance. See every state's requirement, cycle, and official statute.

CAEvery 3 years
DEEvery 5 years
FLEvery 10 years
HIEvery 3 years
NVEvery 5 years
ORAnnual
UTEvery 6 years
VAEvery 5 years
WAEvery 3 years

Informational only, not legal advice. We monitor the official statute pages for changes.

Capabilities

Everything your HOA needs to eliminate special assessment risk.

Designed for board members, treasurers, and property management teams. No spreadsheets required.

01

Layout-Aware PDF Extraction

Reads every repair line item, replacement year, and estimated cost straight out of your reserve study PDF, even 100-page documents.

02

30-Year Compound Cash Flow Engine

Fluid range sliders simulate escalated repair outflows and reserve fund investment yields in real time, with straight-line funding targeting a percent-funded goal.

03

Actuarial Health Score

Fully Funded Balance (FFB) and Percent Funded ratios give early warning before special assessments are needed.

04

Scenario Comparison

Snapshot the current model and published presets, then overlay up to three balance curves side by side to see which funding plan holds up.

05

Fullscreen Visualizations

Cash flow, percent funded, expenditure pressure, significance ranking, and category distribution charts all expand to fullscreen for board presentations.

06

75-Component Reserve Library

Add components from a curated library of 75 common HOA reserve items with lifespan and cost defaults, or bulk import your own via CSV.

07

Community Hub with Member Access

Invite board members and residents with a passcode. Members view the live model, ask questions about specific components, and publish their own presets.

08

Executive PDF, CSV, and Excel Reports

Pro

Export a print-ready PDF with charts and grouped tables, a CSV schedule, or an Excel workbook (Pro) branded with your HOA name for the next board meeting.