Case study/ B2B SaaS/ Product
Apex Reserve Studio
Reserve-study software for specialists and self-managed boards — flat pricing, unlimited reports.
Apex Reserve Studio replaces per-report pricing with a flat subscription: a 50-state compliance engine, live funding dashboards, a scenario sandbox, and a report composer that exports branded PDFs. We designed, built, and shipped the whole thing, marketing site through checkout.

The idea
Reserve specialists typically pay per report on top of their software subscription. Self-managed boards often outsource studies they could run themselves. We built Apex around one idea: a flat subscription with unlimited reserve studies and no per-report fees. Compliance is the hard part, so the engine covers all 50 states, with statute-specific modules where the law gets detailed. One product serves both audiences — specialists running many properties, and boards running their own.
The build
We designed the whole surface: a dashboard that puts percent funded, a fund-strength gauge, and a 30-year cash-flow projection on one screen; a sandbox that compares up to five funding strategies; a solvency matrix that maps fund strength across dues levels; and a property map that pins every component to satellite imagery. Reconciliations import general-ledger data from AppFolio, Vantaca, or CSV. The report composer reorders sections by drag and drop with a live PDF preview. Checkout runs on Stripe.
What shipped
The product is live at apexreservestudio.com. Visitors can read the feature tour, download a full sample reserve study, and subscribe through Stripe checkout — four plans plus an enterprise tier, with a seven-day risk-free trial. Subscribers sign in to run studies end to end: build a component inventory, test funding scenarios, reconcile against the general ledger, and export branded PDF reports under their own logo and colors.


Worth noticing
- Report composer reorders sections by drag and drop, with a live PDF preview
- Solvency matrix renders fund strength as a color-coded grid with hover detail
- Component map pins every line item to satellite imagery, colored by category
Next project
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