Allante Properties is a multifaceted real estate firm that aggregates private investors to fund acquisitions and developments of apartment communities.


Situation:

Denver Real estate investment firm Allante Properties was determined to elevate its finance and accounting functions to better serve its investors.

Solution:

Allante engaged Canopy consultant Jennifer Almquist to assess its existing finance system and present several robust recommendations for a more efficient financial operation to support the company’s strategic objectives. Based on Jennifer’s recommendations, Allante tapped consultant Erica Roybal to analyze cash flow and institute discipline to the firm’s accounting processes to ensure financial consistency across the organization. “Canopy brought high-level thinking to our small but growing company, and today, we’re poised for a strong future.” —Daren Schmidt, managing partner, Allante Properties, LLC.

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