From document storage to data tracking, Dealpath offers a number of integrations with best-in-class technologies that are essential to your day-to-day pipeline management.
Streamline workflows and centralize your deal information. By integrating data sources and document storage solutions, your team can easily review relevant data, analyze deals, and manage tasks in one place.
Leverage integrations for hands-off data imports and manipulation. Source data from existing spreadsheets to easily create detailed models and uncover competitive insights.
Get a pulse on your pipeline or build reports for executives. Dealpath’s simplified reporting feature allows you to instantly generate beautiful, detailed reports based on countless filters in seconds.
Reference existing pipeline and historical data with confidence in its accuracy. Dealpath acts as the single source of truth your team needs, from the acquisition pipeline through portfolio management.
These 7 proven strategies give you the tools to streamline your deals, boost productivity, and minimize errors. Equipped with these innovative techniques, you won’t just be able to keep pace with your peer — you’ll be in prime position to outperform them.
Fintech.CA, 2/15/23
