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Resources

White Papers

E-book

5 Ways to Prepare Now to Meet ‘23 Capital Deployment Goals

Even in stormy markets, profitable opportunities may be right around the corner. Real-time data analytics and pipeline tracking have empowered firms of all sizes to surface and close new opportunities swiftly and strategically.

E-book

3 Strategies to Boost Deal Velocity And Grow Your Portfolio of AUM

Closing even a few more deals each year drives meaningful portfolio growth. But to act on deals before the competition, your firm must build data-driven efficiencies when identifying, vetting and proving these investment opportunities. In this e-book, you’ll learn how leading real estate institutional investors have executed transactions with greater speed, precision and conviction by leveraging purpose-built deal management software.

E-book

3 Reasons to Systematize Due Diligence Processes in a Cloud-Based Tool

Transactions in today’s market move quickly. To keep pace with competitors, deal teams can no longer rely on spreadsheet-based checklists, email workflows and other antiquated systems of record. In this e-book, you’ll learn why leading deal and transaction management teams have turned to cloud-based deal management tools to build efficiencies and collaborate in lockstep, from deal screening through due diligence.

E-book

4 Tactics to Simplify, Standardize & Scale Development Projects

If it takes hours to wrangle multiple stakeholders to learn where projects stand, or deadlines slip through the cracks, there’s a better way to manage development projects. New technologies have empowered development teams to standardize workflows for scalable execution. In this e-book, you’ll learn how your firm can adopt new best practices that ensure stakeholder alignment, maximum efficiency and optimal returns.

White Paper

5 Operational Inefficiencies That Slow Deal Flow (And How to Solve Them)

As investment management firms review a higher volume of pipeline deals, they must also reconsider how internal processes affect deal flow. Download this white paper to learn about the five most common operational inefficiencies that slow deal flow, as well as how you can strategically implement software to overcome them.

Datasheet, White Paper

5 Questions to Ask When Evaluating Deal Management Platforms

There are countless deal management software solution options available on the market. Download this free guide to learn the questions you should ask to engage in a thorough software evaluation and learn how each option aligns with your business’ broader goals.

White Paper

7 Ways to Augment Your Existing Commercial Real Estate Pipeline Process

Adopting new technology can streamline your deal analysis and investment process, but that doesn't mean you have to overhaul your workflows. This white paper will help you understand how you can augment your existing pipeline process by strategically onboarding the right technology, affording your team more bandwidth in the process.

E-book, White Paper

Real Estate’s Tech Boom: Why It’s Time for a Deal Management Solution

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

E-book, White Paper

7 Strategies to Modernize Your Real Estate Deals

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.

E-book, White Paper

Real Estate Software Solutions: Buy vs. Build Analysis

The first question for many real estate investment management firms interested in streamlining their processes and better utilizing their data is: should we buy a software solution “off-the-shelf” or build it in-house?

Company Fact Sheet, uncategorized

Dealpath Fast Facts

Get an overview of Dealpath through our company fact sheet.

White Paper

Mastering the “Open Ecosystem” of Real Estate Technology

How to use integrated real estate technology to optimize your investments.

Datasheet, uncategorized

Top 8 Essential Features For Real Estate Deal Management Software

Let this guide outline the high level features and benefits you should look for in evaluating deal management software.

White Paper

Dealpath’s Step by Step Guide for Setting Your RE Firm Up for Success

Deploying the correct solution requires a thorough understanding of current challenges, outcomes-based evaluation criteria, and a detail-oriented due diligence process. Download this playbook to learn how you can approach the evaluation process with a thoughtful framework by identifying goals and aligning on priorities.

Datasheet, uncategorized

Dealpath Implementation Guide

What to learn more about Dealpath's white-glove, best in class implementation process? Download our implementation guide that illustrates how we get you from kick-off to go-live to ongoing customer support.

White Paper

The Rise of Deal Management Platforms in Real Estate

How the leading real estate investment firms are revolutionizing deal management with new, purpose-built technology platforms

White Paper

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.

E-book, White Paper

How Modern Real Estate Investment Firms Have the Edge in Today’s Remote Working Environment

How Modern Real Estate Investment Firms on Dealpath Have the Edge in Today’s Remote Working Environment

E-book, White Paper

3 Strategies Winning Real Estate Investment Firms are Leveraging Today

3 most important strategies that give you the tools to streamline your deals, boost productivity, and minimize errors – adapted for COVID-19. Equipped with these innovative techniques, you won’t just be able to keep pace with your peers — you’ll be in prime position to outperform them.