Dealpath Blog

Tips, advice, news — your central resource for Real Estate

Posts by Crysline Kuan

Urban Green Investments achieves material ROI and scales investment program through Dealpath

Learn how high performance real estate investment teams are achieving material ROI with a purpose-built deal management platform!  Our case study with Urban Green Investments details their evaluation process, implementation, adoption, and results. To help Urban Green achieve their goals of growing investors and increasing AUM while preserving a lean headcount, Dealpath has provided the […]

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How Origin Investments leverages Dealpath to transform their investment processes & deliver optimal risk-adjusted returns

In late 2017, Origin Investments, a Chicago-based private equity real estate firm, recognized the significant need to incorporate technology to help make their processes scalable and further empower their business growth. ​​​​​​​ Without real-time pipeline reporting and a centralized deal database, the Origin team faced challenges in:  Communicating effectively across departments, Tracking and staying informed […]

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[Now Live!] Granular Access Controls on Data Fields – Empowering Cross-Team Collaboration with Appropriate Visibility

The world of real estate investment has always been highly relational and complex, involving rapid communication and collaboration with a number of internal and external parties at every stage of an acquisition, development, and/or financing process. As such, it is vital that the software powering these firms provides the granular access rights and communication capabilities […]

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Key Differences Between CRM and Real Estate Deal Management

A common question and costly source of confusion when researching software solutions for your firm is understanding the important differences between Customer Relationship Management (CRM) and Real Estate Deal Management.  To put it simply, CRM systems are designed to track contacts in the form of people and companies through sales stages internally, whereas Real Estate […]

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[New Release!] Data Visualization For Pipeline Insights + IC Meeting Management

We’re excited to announce today the release of our new dynamic data visualization capabilities. Purpose-built and designed to empower investment teams, real-time charting delivers actionable insights which are easily displayed and interpreted in group meetings. This functionality is now live in your account and available for use by clicking here! We’ve heard and understand how […]

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