Built for long-term scrutiny. Designed for day-to-day clarity.
OZX
DASHBOARD
YOUR AUDIT-READINESS. LIVE.
RIGHT NOW.
90% Asset Test, Safe Harbor tracker, upcoming deadlines, exceptions, and key documents — all in one place. No spreadsheet. No guessing. Just a green light that means what it says.
INVESTOR
MANAGEMENT
WHEN THEY ASK, YOU'RE READY
Every investor. Every deferral election. Every tax event. Logged, time-stamped, and retrievable in seconds. Because the worst time to organize your investor records is after someone asks for them.
2027 REPORTING
YOUR TAX FORMS, GENERATED IN SECONDS
Form 8996. Investor data for Form 8997. Pull them anytime, with live data, ready to file. No year-end scramble. No missing information. No surprises.
FOR YOUR CPA
WORKS WITH THE TOOLS AND PEOPLE YOU TRUST
OZX integrates with QuickBooks, Xero, Sage & more, pulling your financial data automatically so nothing gets entered twice. Your CPA gets direct access to live, organized fund data — no emails, no exports necessary, and no surprises at tax time.
AUDIT-READY ALWAYS
EVERYTHING. TIMESTAMPED. FOREVER.
Every document, every filing, every data point — logged automatically and retrievable instantly. When an auditor asks a question, you have the security to answer. Down to the day, the dollar, and the decision.
Regulatory vigilance starts now
OZ PROGRAM STATUS
PERMANENT LAW.
PERMANENT RISK.
OPP ZONE REDESIGNATION
2027 REDRAWS THE MAP
REPORTING REQUIREMENTS
MORE DISCLOSURE.
MORE EXPOSURE.
DUAL PERIOD RULES
Pre 2027 & Post 2027:
KNOW THE DIFFERENCE
RURAL QOF CATEGORY
A WHOLE NEW ASSET CLASS. ARE YOU IN?
BASIS STEP-UP
THE CLOCK
IS TICKING AGAIN
Why We Built This
While evaluating a potential Opportunity Zone investment fund, our founders — a serial entrepreneur and a technologist — began looking into the compliance infrastructure behind QOZ funds.
What they found was a mess: disorganized data, spreadsheets stitched together by hand, and critical information scattered across emails and outside counsel. That approach may have been tolerated early on, but it will not hold going forward.
After legislative changes in 2025, Opportunity Zone funds are becoming long-lived, heavily regulated vehicles facing sustained scrutiny from investors, auditors, and regulators. Compliance will become significantly more complex. Modern technology now allows lean, disciplined teams to build serious systems without the bloat or bureaucracy of legacy big software — and OZX is the result: a focused, durable platform built for long-term compliance, auditability, and trust.
