Strategic reserve planning for physical assets
Give your board a clear, defensible plan for future capital needs.
Make future building and equipment costs visible, prioritize major replacements, and build a long-range reserve plan your finance leaders can stand behind. ReserveStrat is capital planning software—not a maintenance work-order system or CMMS.
ReserveStrat Pro is $39/month after a 30-day free trial. Built for churches, nonprofits, schools, offices, and teams responsible for long-term financial health.
Reserve outlook
10-Year Capital Forecast
Reserve balance
$2.48M
Example annual change
Funding level
72%
of future needs
Upcoming needs
$1.79M
Next 5 years
Projected reserve readiness
Illustrative sample data—not a customer outcome.
Facility-focused
Buildings and essential equipment in one clear view.
Long-range clarity
Forecast major replacements years before they become urgent.
Board-ready decisions
Turn assumptions into a plan leaders can understand.
Beyond the spreadsheet
Keep the reserve plan in the conversation—not hidden in a workbook.
Spreadsheets can be useful, but they often leave assumptions, timing, and funding decisions scattered across tabs. ReserveStrat gives the planning discussion a shared home.
01
Asset-level assumptions
Record the service life, condition, replacement cost, and other planning assumptions behind each major asset.
02
Replacement timing with context
See when needs are expected to arrive instead of trying to reconcile dates across separate schedules.
03
Inflation-aware capital forecasts
Review projected future costs using the planning assumptions your organization chooses.
04
Reserve gaps and board-ready decisions
Connect projected needs to available reserves so finance leaders can discuss priorities and next steps clearly.
A focused planning workflow
A clearer path from assets to funded decisions.
Create a facility, add or import assets, set your planning assumptions, and review the capital forecast and reserve gap. The workflow is built to make a first plan understandable for both operators and finance leaders.
Build your first plan01
Create a facility
Start with the building, campus, or location your board needs to plan for.
02
Add or import major assets
Capture significant systems and equipment. Optional AI-assisted import can help accelerate setup, while you review the details.
03
Set planning assumptions
Use expected service life, replacement cost, timing, and inflation assumptions to create a planning basis your leaders can discuss.
04
Review the forecast and reserve gap
See projected capital needs alongside reserve funding so your team can make the next decision with context.
Capital forecast
Give finance leaders a planning record they can defend.
Connect facilities, asset assumptions, expected replacement timing, and reserve funding into a long-range capital plan for clear board discussions.
Built for stewardship.
- Give finance committees shared assumptions.
- Surface future funding gaps early.
- Explain reserve priorities with confidence.
Simple, transparent pricing
ReserveStrat Pro is $39/month after a 30-day free trial.
Start with a first reserve plan, then continue with one clear subscription when ReserveStrat is right for your organization.
Questions, answered