Mentes — Partner Success Modeler

CMAC · Cross-Client

Portfolio Insights

Current position across all client organizations. Figures reflect each client's baseline (current scenario), computed with the same engine each client sees. Select a client to open their model.

Portfolio Overview

CMAC · Administration

Team & Access

Manage organizations and user access. Changes take effect immediately.

Organizations

Add a user

An invitation email is sent to this address. When they click the link they’ll create their own password and land on their Mentes360 model — you never set or share a password. Their role and organization (set above) apply as soon as they accept.

Users

QuickBooks

Connect the selected organization’s QuickBooks and pull its reports — read-only, nothing touches the model

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Annual Cash Distributions

Operating distributions in green — buy-in income in blue — cash-out proceeds in gold

Property Value & Debt

The shaded band between debt and value is the group’s equity — hover a year to itemize

DSCR — Debt Service Coverage

Below 1.20× indicates loan-covenant stress

Building Equity

The group’s equity as the model runs

Historical Financials

Set up your portfolio

Documents

Compare Ownership Models

Mentes Suggestions

↻ Documents → Model

Group Library

Save & reload groups

Group Name

Import file

Buildings

Occupancy, cost, ownership, income & debt per property

Additional Assets & Liabilities

Entity-level items beyond the buildings

Retired physician buyout notes are liabilities already owed to bought-out partners at the model start. They pay annually exactly like the model’s own buyout notes — appearing in the Partner Buyout Payments row of the financials from year one — and reduce group equity until repaid.

Intercompany loans work the same way — level annual payments and a balance that adjusts group equity — on their own Intercompany Loan rows in the financials. Set the direction: a loan the entity owes the practice is a liability; a loan the practice owes the entity is an asset. Refinances never pay them off.

Buy-in notes receivable are amounts partners already owe the entity for their buy-ins. Receipts flow into the Partner Buy-in Payments row and the balance sits in Buy-in Notes Receivable on the balance sheet, adding to group equity until collected.

Existing Partners

Names, ownership & ages

Partner Name	Year of Birth	Starting Ownership	Retirement Year	Age at Retirement

New Partner Pipeline

Future buy-ins — generated or provided

Reasonable buy-in cost replaces the calculated ≈80% LTV equal-share cost used in the Buy-in Affordability score. Leave blank to auto-estimate.

Partner Name	Ingress Year	Year of Birth	Age at Buy-In

Buy-in timing is drawn 3–24 years after first occupancy (uniform), never earlier than the model start; age at buy-in is drawn from a Normal(36, 8) distribution clamped to 30–50, reflecting that physician partners typically first own real estate in their 30s. Regenerating produces a fresh draw; you can also paste a specific list of expected partners.

Portfolio Overview

Debt Overview

Client Usage

Ask Mentes Log

Email Subscribers

Access Requests

Product Feedback

Organizations

Add a user

Users

QuickBooks

Historical Financials

Set up your portfolio

Documents

Compare Ownership Models

Mentes Suggestions

Group Library

Buildings

Additional Assets & Liabilities

Existing Partners

New Partner Pipeline

Portfolio Overview

Debt Overview

Client Usage

Ask Mentes Log

Email Subscribers

Access Requests

Product Feedback

Organizations

Add a user

Users

QuickBooks

Historical Financials

Set up your portfolio

Documents

Compare Ownership Models

Mentes Suggestions

Group Library

Buildings

Additional Assets & Liabilities

Existing Partners

New Partner Pipeline

Partner

Annual Cash Flow

Individual Pro-Forma

Key Events