Six rules, and this is all of them.
Per unit, not per portfolio
The average revenue each unit earns per month. Adding or selling units does not move it in either direction.
The same units on both sides
A unit counts once it has a full twelve months behind it, and it is compared only with its own year. The Roomy Share is charged on those same units, so a unit added last month is managed but not charged on.
Rolling twelve months, completed months only
A full year against a full year, billed a month in arrears on revenue actually earned. Never on pace, so a cancellation never has to be unwound.
The bar drops after year one
The biggest gains come first. From month 13 the scale asks for less, and holding a gain you built together earns a share of its own rather than nothing.
No single month can run away
The Roomy Share is charged on up to a set multiple of your average month and nothing above it. Your best August is still your best August, it just stops adding to the fee.
A lower cap and an upper cap
A flat year costs you less than the flat price, guaranteed. A year at the top of the scale costs a set amount more, and no more than that.
What counts as qualifying revenue?
The units that have a full twelve months behind them, which are the same units the growth is measured on. So the Roomy Share only ever moves on growth Roomy can be held to. Units added since are managed the same way and are already covered by the lower cap.
Where do these numbers come from?
The monthly split starts from the seasonal shape Roomy's clients actually ran over the last twelve months, applied to the total you entered. Type over any month and it holds. The figures here are an estimate. Your rate is confirmed in writing after a look at your actual twelve months, before anything is signed.
What happens in a month that goes past the upper cap?
The invoice stops at the upper cap and the rest is not charged. It is a cap on the payment, not on revenue, so it is a number you can check against your own bank statement.
How long am I committed for?
Revenue Share runs for a minimum of three months. Carry on past that and it runs to the end of the twelve, so both sides of the growth comparison are a real year rather than a good quarter. Flat stays on 30 days' notice either way, and you can move onto Flat at the end of the twelve.
What if my portfolio changes size mid-year?
The flat price and the two caps follow your current unit count, so they move as you grow. The share still only lands on units with a full twelve months behind them, which is why growing does not quietly increase what you pay.