Turn your firm’s deal data into your AI edge. Invest with precision.
Dealpath MCP brings your pipeline, comps, and portfolio directly into apps like Claude and Copilot, so your team can get quick, accurate answers in plain English without leaving the tools they already use.
Ask your firm’s AI tool of choice questions about where current deals stand or what’s in due diligence.
Create portfolio summaries for board decks and investor updates that draw from returns, occupancy, and other metrics.
Asset management teams run on the same data your acquisitions team does, so AI can help inform hold/sell/refi decisions.
Take AI-powered underwriting and analysis to the next level. AI Excel Assistant lets Claude’s and ChatGPT’s Excel add-ins reference your validated assumptions, proprietary comps, and previous deals.
Upload OMs, rent rolls, T12s, BOVs, pro formas, and more to create a tear sheet in seconds. See how a deal fits with your portfolio and get a back-of-the-envelope analysis, deal highlights, and next steps.
Spend less time gathering comps and more time packaging deals for IC review. AI Comps in Dealpath recommends the most relevant comps from your proprietary database, MSCI’s RCA, and third parties. Attach a comp to a deal or pass with one click.
Six agents spanning the investment lifecycle, and the infrastructure to bring your own.
Investment teams spend too much time collecting and assembling data. We’re building purpose-built CRE agents — and the infrastructure to bring your own — so your team can focus on the critical judgment and relationships that drive returns.
Auto-scores deals against firm criteria, flags mismatches, and ranks opportunities
Surfaces historical comps and flags portfolio-level impact for every new deal
Extracts financials and generates bull/bear/base scenarios from deal documents
Drafts IC memos and tear sheets in your firm’s template with data, thesis, and risk analysis
Auto-enriches deals with demographics, tenant profiles, rent benchmarks, and risk scores
Monitors stage transitions and triggers tasks, routing, reminders, and compliance checks
Dealpath powers over $10T in transactions with hundreds of leading institutions.
Dealpath AI is natively built into your existing workflows and helps you create a data foundation to power faster, better decisions.
See Dealpath AI in action.
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