About Us

STRATAFOLIO is a team of skilled leaders that believe in listening and learning from our customers so we can provide a solution that directly addresses challenges within the commercial real estate space.

Who We Are

STRATAFOLIO was founded by Jeri Frank and Uriel Barillas who set out on a mission to make analytics and automation software available to commercial real estate owners regardless of the size of their operation. They recognized the struggle many real estate companies experienced who only have access to ineffective spreadsheets and tools. 

The real estate industry is a relationship business, and that’s why STRATAFOLIO is here to be your partner and help you grow. Beginning with full-service onboarding with a dedicated team of professionals, to being your strategic partner as your portfolio beings to expand, STRATAFOLIO will be there every step of the way.

By providing you with enterprise-quality tools at an affordable price, we can help you streamline your assets, finances, investor relationships and operations and set you up for success.

Benefits of STRATAFOLIO

Our Founders

STRATAFOLIO began with a need to be able to provide great, easy to use, reliable and affordable analytics tools to people that own, manage or lease commercial real estate. As real estate owners, our founders quickly recognized the time wasted on inefficient manual activities and the opportunities that were lost by not having the proper analytics tools in place.

STRATAFOLIO continues to grow by surrounding ourselves with a talented team of individuals, and by listening and learning directly from our customers. As a result, many of the product features were developed after conversations with our customers where they shared their struggles and the impact of those struggles on their business. For us, this process will never stop – we will continue to listen, learn, and improve. There is always more to learn and more ways to help our customers be more productive and profitable.

Jeri Frank

Co-founder and CEO

Uriel Barillas

Co-founder and CTO

Our Beliefs

STRATAFOLIO is more than a product or service. It’s a new way of seeing your business.
These core principles guide our daily actions.

Real-Time

We believe data is best when served in real-time



Actions

We believe in providing solutions not features

Solutions

Take back your day by automating redundant tasks

Excellence

We believe complacency is the enemy of excellence

A Story

We believe your data has a story to tell, and we help you understand it

Change

We believe now is the time to change the real estate industry for the better


HEAR IT FROM OUR CUSTOMERS

STRATAFOLIO has been a true partner working with both me and our team. They have implemented features that save hundreds of hours of work and as a result, makes my team here much more efficient. Having the ability to have one clear picture of all my real estate holdings, financial insights, investor relations, and real-time data in one spot, is invaluable.
Brent Dahlstrom
Brent DahlstromReal Estate Developer and Owner
The best part of using STRATAFOLIO is that all the information I could need is easily accessible in a super user-friendly way. As an accountant, I use STRATAFOLIO to monitor various entity loan ratios and cash flow. The platform takes data and puts them into a pretty little picture so I can easily explain the information to the CEO, investment partners, and third party stakeholders.
Cat Potter
Cat PotterAssistant Controller
I love QuickBooks but it doesn't help me with managing my leases or managing my loans, or even with putting my global together for lenders. STRATAFOLIO does all of that for me! I have already spotted a number of issues that were costing me money - like a lease bump I missed. My lenders love it too because I can send them information in just seconds! It is a must-have for RE owners.
GEB
GEBManaging Partner
Stratafolio is a game changer! While Quickbooks is an amazing product, it doesn't address the nuanced financial reporting needs of Real Estate Investors. Enter Stratafolio! Their intuitive reporting and amazing user interface connect all the dots...giving you live, real-time financials for your entire rental portfolio. Investors are so good at analyzing a property before they buy...but tracking the actuals has always been an issue. Not anymore! I'm so happy to have Stratafolio in my arsenal and to be able to recommend it to my clients and students! I don't have any complaints about the software.
Nick Baldo
Nick BaldoPresident
STRATAFOLIO is easy to use and navigate plus it is a central location for all of our real estate holdings. We can get an up-to-date account of all our properties or break out and analyze one individually. So far we like everything about the product. The cost is on the higher end but now that we're using STRATAFOLIO its worth the extra cost compared to the other options available. We could not find another company that does what STRATAFOLIO is doing. Our experience was great. They were very patient during the onboarding process. During this process, we were able to get better organized.
Kerri Zaferatos
Kerri ZaferatosOwner
Perfect place to bring all of the financial info in one place for multiple entities.  The STRATAFOLIO team is working with you to make sure you have the data to help your operations and decision making.
Amy4QAA
Amy4QAAAccountant
I will tell you, that the software is already working.  I received a notice today of two leases expiring, that if you had asked me, I would have said they had several years left.
Jake C.
Jake C.Owner
Everyone seems excited so far and I think it’ll make life a lot easier! As I mentioned, just getting simple NOIs before was a huge hassle. Thank you again for all the help!
Michelle G
Michelle G
I really love QuickBooks Online and was starting to look for a property management software because I really needed the property management functionality. I kept hearing how hard the accounting was in those systems. Then I saw STRATAFOLIO on some blog. With STRATAFOLIO, I really get the best of both worlds! Good accounting and good asset and property management. I could not be happier! And the team was so friendly during the on-boarding. They were patient and answered every question.
SSHoldings
SSHoldingsOwner
Great Management Tool: The absolute best software for viewing the business as a whole. It brings all of our QuickBooks files together and does all the tedious work to make workflow more efficient. NNN invoicing and work orders to keep track of how much we are spending on each tenant.
Jaclyn J.
Jaclyn J.Executive
A Great Solution for Real Estate: As an outsourced accounting group that works heavily in real estate, we were needing a solution to get clients using QBO the info and functionality so unique to the industry. We implemented Stratafolio for one of our clients have been happy to add it to our preferred tech stack. Jeri and her team are great to work with and make the onboarding process very easy. Stratafolio fills all the holes of QBO when it comes to real estate from tenant management to billing to CAMs to overall asset and cash flow management. A great product for an underserved industry in QBO.
ForwardSlash
ForwardSlash
Great management tool: STRATAFOLIO is great at giving you a way to view all of your real estate holdings in a clear overview with the added capabilities of drilling-down into individual aspects of each property. Stratafolio gives a lot of clarity to your entire RE portfolio.
Ryan
Ryan
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