Documents and spreadsheets
Keep your source files in the process. During setup, we confirm how your team can reference or bring them into MAROM.
MAROM FOR FAMILY OFFICES
Your family office’s
working table.
Keep your records and day-to-day work together. We help you get set up and stay available as you use MAROM.
Platform
Keep working the way you know.
You have a way of reviewing a lease, working through a spreadsheet, and checking with your advisor. During setup, we help you fit MAROM into that work and agree on which records and tools to connect.
Working in MAROM
Open the record.
Keep the work beside it.
Review the lease with the property details in view. Check the figures in your spreadsheet. Keep the document and the decision attached to the matter you’re working on.
MAROMReal estate / Oak Street / Lease renewalSample workspace · Sample data
Oak Street · Suite 200.pdf Document preview
COMMERCIAL LEASE · SAMPLE EXCERPT
4.2 Renewal option
The tenant may request a renewal by giving written notice no later than October 15, 2026.
The parties will agree on rent for the renewal term before executing the extension.
Use the source document to review the terms before you act.
Rent review.xlsx Illustrative file preview
| Scenario | Annual rent | Monthly rent |
|---|---|---|
| Current lease | $84,000 | $7,000 |
| 3% increase | $86,520 | $7,210 |
| 5% increase | $88,200 | $7,350 |
Keep using your spreadsheet for calculations. This concept shows the file beside the property record; it does not demonstrate live Excel editing or sync.
Renewal review Team notes
Confirm terms before replying.
Alex: Review the rent scenarios with the owner, then ask counsel to check the notice requirements.
- Review rent scenarios with the owner
- Confirm notice requirements with counsel
- Record the agreed terms
Workspace illustration. Ask us which workflows are available during your onboarding.
Your existing tools
Bring your workflow.
We’ll work through the setup.
You don’t need to settle the migration plan on your own. Show us where your team keeps its documents, runs its numbers, and tracks its work. We’ll agree on what stays there and what you manage in MAROM.
Accounting and property systems
Keep using the systems you rely on. We identify the records you need in MAROM and confirm the available connections or import steps.
Email and calendars
Show us how you coordinate with your staff and advisors. We work through how correspondence and deadlines should fit into the workspace.
We confirm supported integrations, sync behavior, and migration scope before onboarding.
Your workspace
Manage these four areas in MAROM.
Real estate
Review property records and coordinate with your managers.
- Holdings & ownership structures
- Leases, rent rolls & expirations
- Property manager access
- Maintenance & capital work orders
- Property income & expenses
Operating businesses
Track the companies you own and the people who run them.
- Entities & ownership hierarchies
- Operating financials
- Key performance metrics
- Staff & vendor relationships
- Board & governance records
Investments
Review your public and private investments with your advisors.
- Positions & asset allocations
- Custodian & account structures
- Read-only advisor access
- Performance & reporting
- Private & alternative investments
Family finances
Keep track of household finances and plans for succession.
- Trusts & beneficiaries
- Estate & succession documents
- Household accounts & budgets
- Insurance policies
- Each family member’s finances
Spreadsheets in your workspace
Work through the numbers without leaving the record.
Open a rent review beside the property it belongs to. Compare scenarios, change an assumption, and review the result with your team.
Try changing the annual increase in this sample sheet.
Sample workbook. We confirm supported file formats during onboarding.Rent reviewOak Street · Spreadsheets
Sample dataD4
=B4*(1+$B$1)| A | B | C | D | |
|---|---|---|---|---|
| 1 | Annual increase | % | ||
| 2 | ||||
| 3 | Unit | Annual rent | Increase | New rent |
| 4 | Suite 200 | $84,000 | $2,520 | $86,520 |
| 5 | Suite 300 | $60,000 | $1,800 | $61,800 |
| 6 | Total | $144,000 | $4,320 | $148,320 |
Rent scenariosLinked to Oak Street
Ask MAROMSample data
“Which leases need our attention this quarter?”
Two leases have upcoming renewal dates. Oak Street is first, with a notice deadline on October 15.
Oak Street · Suite 200Review lease ↗
Park Avenue · Unit 4Review lease ↗
Sample data · Sample source-linked answers
Oak Street lease, §4.2 · Park Avenue lease, §3.1
AI tools · In development
Ask a question about your records.
Use MAROM to find lease terms and extract details from documents. Review the source before you act.
We’ll confirm availability when we discuss your setup.Setup & support
We work with your team for the first one to two weeks.
We help you set up MAROM and learn it using your own records. You can keep coming to us for help after setup.
Show us how you work.
You walk us through your records and introduce us to the people who use them. We agree on what to bring into MAROM.
Set up MAROM with us.
We come in to help organize your information and configure access. Your team learns to use MAROM by working through tasks with us.
Call us as things change.
Bring us your questions as you use MAROM. We help you adjust your setup when you add holdings or bring someone onto the team.
Access
Choose what each collaborator can see.
Give your property manager access to property records and your advisor access to investment records.
You control their access and keep personal family finances separate.
Read about access and setupQuestions about MAROM
Who is MAROM for?
Family offices managing real estate, operating businesses, investments, and personal finances, plus the staff and outside professionals they work with.
Do you help us get set up?
We work with your team for one to two weeks to organize information and help you learn MAROM. We agree on the setup scope before we start.
What happens after those first two weeks?
You can ask us for help using MAROM and changing your setup. We agree on the support arrangement during onboarding.
Is everything available today?
MAROM offers early access. We’ll walk you through the available features before setup. We confirm the features and integrations included in your setup during onboarding.
What about the tools we already use?
You can keep using the tools you rely on. We review your document storage, spreadsheets, accounting, and communication workflows with you. Before setup, we confirm which connections MAROM supports, which records need an import, and how updates will work. We do not assume a live integration exists for a particular tool.
What happens when I join the waitlist?
We’ll review your request and contact you at the email address you provide to discuss your family office and a setup plan.
Early access
Tell us about your family office.
Join the waitlist to discuss MAROM and the help you need getting started.
Join the waitlist