Financial Interest Disclosure

I talk about a lot of companies in this industry - on the podcast, in the newsletter, on LinkedIn, and inside Crane. Some of them pay me, some I’m a shareholder in, and some I just genuinely use and/or recommend.

You deserve to know which is which.

This page lists every financial relationship I have that could reasonably influence what I say or recommend. I'll update it whenever something changes. If I mention a company anywhere in my content and they're on this list, it may be tied to my financial connections, even if I don't call it out in that specific post or episode. (It may also just be that I like what they're doing, or they came out with something interesting. Either way, at least you know where I stand.)

If a company isn't on this list, I have no financial relationship with them.

Last updated: May 2026

Shareholder

  • LeadSimple (less than 1%)

  • Lineage (less than 1%)

  • Crane (50%)

  • RL Property Management (50%)

  • Forma Engineering (50%)

Current Consulting Clients

  • AppFolio

  • LeadSimple

  • PlanOmatic

Affiliate Deals

  • Patrick Hurley (PM Broker Group)

  • Fourandhalf

  • Kris Kaplan (Crews Consulting)

  • APM Help

  • MySaunaWorld

  • Live Oak Bank

  • Second Nature

  • RentEngine

  • BeeHiiv

  • Buildium

  • Notion

  • Retently

  • Gusto

Crane Partners

—Peter