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Vena Solutions

Name: Vena Solutions
Brand: Vena Solutions
Rating: 4.3 (1 reviews)

by Vena Solutions

4.3()

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Product Overview

Product Description

Vena is the only Excel-native Corporate Performance Management (CPM) platform built to meet the complex needs of real estate owners, operators, and asset managers. Whether you’re managing multifamily, commercial, or mixed-use assets, Vena connects your budgeting, forecasting, and lease-level planning in a single, centralized system—without leaving the familiarity of Excel.

Product Positioning

The Intelligent Complete Planning Solution for Real Estate with Agentic AI Vena is the only Complete Planning platform natively integrated with Microsoft 365.   < Vena is a cloud-based platform that lets Finance teams work within native Excel, and with their pre-configured solution for real estate we've supported hundreds of real estate clients, like Greystar, Bell Partners, and First Residential, with REIT, property management, multi-family, and other business models with pro-forma analysis, rental rate modelling, occupancy/vacancy tracking, etc., to transform their FP&A function. < Vena a leader in multiple analyst reports and surveys including being awarded 'Outstanding Vendor' in the 2025 BPM Pulse Rating and named 'Top Ranked Vendor' in BARC Planning Survey 2025. < Bell Partners Testimonial: https://www.venasolutions.com/customer-stories/bell-partners-accelerates-budgeting-and-reporting < Vena helps the office of finance in the real estate industry to: 1: Drive Better Property Management and Development Decisions 2: Streamline Your Asset & Portfolio Management 3: Trust Your Numbers with Automated Data Aggregation & Consolidation 4: Fast Track Your FP&A Processes with Templates, Reports & Dashboards < Over 1,700 of the world’s leading companies rely on Vena to power their planning within the Microsoft productivity tools their teams know and love.  < We offer property management dashboards and templates that allow you to see key metrics, trends, and product mix analysis at a glance. Some of their offerings include: • Rent Schedule Template • Property-Level Income Detail Budget Template • Loss to Lease Report • Revenue Input Template (Investment Management)

Main Features

Quick Adoption / Excel-like Interface

Vena gives you all the tools you need for fast and flexible property management and development—from task automation and advanced modeling to source system integrations and a native Excel interface.

Advanced Analytics

With Vena’s advanced analytics, collaborate workflows and pre-built templates and business logic, you can start generating fund management results in no time.

Multi Dimensional Database

Vena CubeFLEX database automatically integrates data from your source systems into a single, central data model for all your planning templates and reports. The result? Numbers you can trust, more time for value-added activities

Pre-Built Templates = Get Going FAST!

Spend less time fixing formulas and creating reports. Vena’s solution includes pre-built (yet customizable) planning templates, reports and dashboards so you can focus on providing strategic insights for your business.

Product Categories

Budgeting, Property Management Software, Revenue Management

Industries Served

Commercial, Multifamily, Self Storage, Senior Living, Single-Family

Good For

Value-Add Asset Managers Owner-Operators Small to Mid-Size Operators Large Operators

Product Images and Screenshots

Brand Videos

1 Review

4.3

4.0

Customer Support

4.0

Value

5.0

Onboarding Experience

4.0

Compatibility

Kevin Vertrees

EVP Information Technology

4.3 - 15 days ago

Vena Planning Platform Review

What was your company’s primary use case for Vena Solutions?

We selected Vena after undergoing a thorough platform evaluation of other competing products that support the Real Estate market requirements. Our previous budgeting platform had grown in complexity and cost, and we needed a simpler, more cost-effective solution that integrated with our other platforms and move support away from IT and toward the business users. Our requirements included Multifamily/property level, Capex, Corporate and Workforce level planning and integrating to several outside data sources.

What do you like most about Vena Solutions?

We are currently in the process of rollout out the platform - but initial feedback has been very positive. The platform is essentially a data warehousing platform that has an Excel front-end - which has helped with adaption, and for excel power users to be quickly create a number of input and reporting templates. As someone with a background implementing and supporting a number of different technologies, I love the simplicity of the Vena development methodology - which doesn't require learning programming languages or additional development tools. The Vena excel add-in allows super users to map, analyze, and trace everything from within an excel workbook. The input templates can allow for users to add line-item level details, drill into transactions, add comments - all of which our end-users love. More advanced data modeling, workflow and admin functions happen on a web based portal - which is intuitive and in line with other enterprise level planning tools.

What could Vena Solutions do better?

Coming from a large, publicly traded company, I'm used to rigorous source/version control that allow for developers to lock files, check them in when completed, and do migration between various development, test and production environments. This isn't a requirement for my current organization and hasn't impacted our implementation at all - but for larger enterprises, additional controls and process may be necessary. That said, Vena does save versions of the information that's being inputted from the end users, which can be very useful when tracing and determine how information was created and changed throughout the planning process.

Who would you recommend Vena Solutions to?

Absolutely

Customer support and service

Our experience has been very positive at all levels for the organization. We have worked closely with the consulting team during the design, build and implementation phases. We are just now starting to engage with production support team - we have subscribed to a higher level of support that provides dedicated resources hours - but all indications are that this will continue to be an excellent experience.

Value for money

Our analysis scored Vena highly compared to other platforms. As we continue to adopt and embrace the platform, I envision the value continuing to increase - we're paying for a platform that we can continue to build new data models/templates that go beyond our initial requirements, and their partnership with Microsoft Technologies allows for additional integrations/reporting.

Ease of onboarding

Have received many positive comments from the end users, because of the fact that it's based in Excel. We have worked to streamline the number of templates as well, but the fact that this is built into a tool they're already familiar with has helped with the adaption.

Compatibility with your existing solutions

Vena is built upon a data warehousing technology, and supports the creation of staging tables, ETL process, and mapping/calculation capabilities. We have been able to extract data our of our SQL server and other data sources to integrated into our financial and workforce planning cubes - files are csv based and can use Power Automate or a Vena Java Scripting tool to automate the end-to-end processes.

Carrie W.

Official Vendor Response

Partner Account Manager , Vena Solutions

Thank you for your wonderful review Kevin!

See All Reviews

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