Yes. Internal legal teams can access Dealpath to review or attach deal documentation, add comments, provide updates and complete tasks. External legal teams can also view specific deal information and manage tasks assigned to them, including document uploads.

To learn more about how legal teams work in Dealpath, request a demo.

Unfortunately, no. Dealpath is best suited to offer real-time insights and efficiencies for investment management deal teams, developers, lenders and REITS of five or more.

Deals can be entered into Dealpath in a number of ways, depending on firm and personal preferences:

1. Dealpath Data Ingestion (Powered by AI): Upload a flyer or OM to seamlessly ingest new deals into Dealpath with Dealpath Data Ingestion
2. Outlook Add-In: Add new deals to Dealpath directly from your Outlook inbox
3. Create New Deal: Manually enter deal details to capture all required information
4. Bulk Import: Mass-upload deals via an Excel import to map data directly to your Dealpath data model

DDI extracts and ingests all relevant data and information from deal flyers, eliminating manual data entry so your team can act instantly. DDI is currently in an AI beta phase. To join the beta, contact us. Learn more about DDI here.

At this time, flyers, OMs, CIMs, and debt packages are the primary document types supported by DDI. To learn whether or not DDI can support your firm’s unique needs, please request a demo.

While Dealpath does not directly support model creation or manipulation, Dealpath can be configured to ingest model outputs to help deal teams track updates, view projections for real-time decision making, benchmark certain deals and more. Learn how deal teams compare scenarios to understand the impact of evolving market conditions and trends here.

Dealpath supports lenders in managing debt origination deals across numerous loan types from sourcing through underwriting, DD and closing with operational efficiency and a data-driven edge. At this time, Dealpath does not support loan servicing. To learn if Dealpath can fulfill your specific needs, request a demo.

Dealpath is a deal management platform that helps deal teams track deals from sourcing through closing, not a CRM. However, teams can track deal contact information (such as brokers) to better understand successful sourcing channels and inform business strategy. Dealpath can also be integrated with CRMs like Salesforce via the open API. Learn more about integrations here.

Dealpath offers a range of integrations with best-in-class technologies to centralize information, support data-driven deal analysis and enhance productivity. Our most frequently utilized integrations include Esri, Google Maps, CompStak, Microsoft Word, Microsoft Outlook, Box, Dropbox and SSO providers such as Okta. Data can also be imported into Dealpath from Microsoft Excel. Visit our integrations page to learn more.

Dealpath can be connected to ERP platforms such as Yardi and MRI Software via the open API to add closed deals and relevant information. At this time, Dealpath cannot be connected to loan servicing platforms. Learn more about integrations and the open API here.

Yes. Dealpath’s robust reporting can be customized for external audiences such as LPs, GPs, and investors. Please request a demo to learn if Dealpath can support your unique needs.

Yes, many Dealpath customers connect Dealpath to business intelligence platforms to integrate data and insights from other systems within their technology stacks in one report. Please request a demo to learn more about our open API.

Dealpath’s custom notifications feature makes it possible for relevant team members to receive email and in-app notifications under certain conditions, including a deal status change. Teams and individuals can customize notifications based on responsibilities, preferences and desired triggers.  Learn how deal teams automate communications here.

Yes. Dealpath’s info views centralize all the information, data and files that decision makers need to audit a deal and review financials before making the decision to close.

Our Customer Success team takes a consultative approach to ensuring your firm can maximize ROI by implementing deal management best practices during implementation, and through ongoing support as your needs, goals and strategy evolve. Our team is happy to connect you with our network of consultancy partners, who are better equipped to provide more extensive support related to firmwide processes outside of Dealpath.

Based in New York City and San Francisco, our Customer Success team responds to all customer support queries as soon as possible, with an average response time of 2 hours. If you need urgent support, you can submit a support ticket or contact your Customer Success Manager.

Yes. Our team will accommodate on-site training requests to the best of our ability.

All Dealpath contracts include ongoing support from a Customer Success Manager. As your needs evolve, our team can assist you in strategizing and implementing these changes.