With Dealpath AI, your proprietary data and deal history inform every insight and decision.
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.
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.
A single, structured, permission-governed database that centralizes all your screened opportunities, models, and decisions ensures every Dealpath AI insight and analysis is aligned with your investment strategy.
Like the rest of Dealpath, Dealpath AI is SOC 2 Type 2-compliant, provides strict data governance with role-based permissions, and maintains logical data isolation, so your firm’s data is never accessible to others or used to train LLMs.
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.
Dealpath AI is a suite of AI features built into Dealpath’s deal management platform for CRE investment teams. It includes AI Deal Screening, AI Comps, AI Extract, AI Listing Insights, AI Excel Assistant, and Dealpath MCP. Every feature is grounded in your firm’s proprietary deal data to power faster, more informed decisions.
Dealpath AI is built for institutional CRE investment teams, including acquisitions, dispositions, development, and debt, at firms with investment teams of 5 or more. It serves professionals who need AI grounded in their firm’s proprietary deal data rather than generic market knowledge, from analysts underwriting deals to asset managers making hold/sell/refi decisions. Security-conscious firms can rest easy knowing that Dealpath AI is SOC 2 Type 2-compliant.
General-purpose AI tools like ChatGPT and Copilot rely on generic market knowledge — they can’t access your firm’s proprietary deal data, comps, or portfolio context. Dealpath AI grounds every response in your firm’s actual data, and Dealpath MCP connects your pipeline, comps, and portfolio directly into tools like Claude and Copilot, so answers reflect your deals, not broad industry patterns.
Dealpath MCP (Model Context Protocol) connects your Dealpath pipeline, comps, underwriting models, historical deals, funds, and portfolio data directly into AI tools your team already uses, including Claude, ChatGPT, and Microsoft Copilot. Teams can ask plain-English questions about deal status, portfolio metrics, or investor updates and get accurate answers grounded in live Dealpath data. With Dealpath AI’s strict role-based permissioning, users only get access to the information they’re authorized to see, and firms’ data is never shared with others or used to train LLMs.
AI Deal Screening processes offering memorandums (OMs), rent rolls, T12s, broker opinions of value (BOVs), pro formas, and more — generating a tear sheet in seconds with portfolio fit, a back-of-the-envelope analysis, deal highlights, and recommended next steps.
AI Comps recommends comparable transactions from three sources: your firm’s proprietary deal database, MSCI’s RCA (Real Capital Analytics), and third-party data providers. The most relevant comps surface automatically for each deal, and you can attach or pass with one click.
AI Excel Assistant lets Claude’s and ChatGPT’s Excel add-ins reference your firm’s validated assumptions, proprietary comps, and historical deal data directly in underwriting models so analysis is grounded in data your firm has already validated, not generic AI outputs.
Dealpath is building purpose-built CRE agents spanning the investment lifecycle: Deal Screening & Scoring (auto-scores and ranks deals against firm criteria), Portfolio-Aware Analysis (surfaces comps and flags portfolio impact), Underwriting Scenarios (generates bull/bear/base cases from deal documents), Document Generation (drafts IC memos and tear sheets in your template), Data Enrichment (adds demographics, tenant profiles, and risk scores), and Workflow Automation (triggers tasks, reminders, and compliance checks). Firms can also bring their own agents via Dealpath’s agent-ready infrastructure.
Stay in the loop about deal management best practices, upcoming events, industry trends and more.
