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5 Questions to Ask When Evaluating Deal Management Platforms

Navigating the Real Estate Deal Management Software Landscape

As the industry accelerates further into the future, more commercial real estate investment management firms are implementing deal management platforms to systemize processes, track data and communications, and gain real-time visibility into deal flow and historical data. For firms new to purpose-built real estate software, though, selecting the right deal management software can be confusing.

What Does the Ideal Deal Management Software Platform Look Like?

There are countless options available on the market, but each seeks to resolve the complexities of deal management in a unique way. Before embarking on your search to find the right deal management software solution for your firm, it’s crucial to understand how the software should fit into your investment process. Asking the right questions helps you understand how the platform streamlines day-to-day workflows, tracks data, and provides real-time visibility for everyone, including executives.

Download this guide to learn more about the questions you should ask to engage in a thorough deal management software evaluation.

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Related Resources for
Real Estate Investment Managers

Online Panel

Watch the on-demand Realcomm webinar to hear Rob Cain, Dealpath's SVP of Product & Design, share how firms should craft an innovative tech stack to capture insights and invest competitively.

Online Panel

Translating raw CRE data into insights can prove challenging, and it won't always provide an actionable path forward. Watch this on-demand webinar to hear Cassie Strouse, Dealpath's Strategic Solutions Consultant, outline how an industrial logistics firm quadrupled its AUM while only doubling headcount.


The future of real estate investing lies in purpose-built, cloud-based solutions that standardize and simplify deal management and execution.

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