Level Up Your Entire Deal Team

Dealpath is purpose-built to empower CRE investment teams, from analysts all the way through to executives, to reduce manual work, build efficiencies and maximize impact.

Simplify team management with real-time visibility and act with confidence

Deal Team Leaders

Command your business and project results with data-backed conviction

Executives

Spend less time on manual, duplicative tasks and more time on the work that matters most

Analysts/Associates

From Excel Jockey to Dealmaker

There are better ways to spend your limited time than entering data and pulling reports.

Dealpath offers all the tools you need to eliminate time-consuming, duplicative tasks and prioritize impactful work with a clear, real-time view of everything on your plate.

Before Dealpath

After Dealpath

Entering deal data

Manually enter deal data into a pipeline tracking spreadsheet

Entering deal data

Create new deals, including relevant data, information and images, in seconds with Dealpath Data Ingestion

Reporting

Hours spent scouring spreadsheets and emails for updates to meet stakeholder deadlines

Reporting

Automate weekly reporting or create bespoke stakeholder reports in minutes

Comparables

Hours spent scouring data sources to find relevant comparables

Comparables

Slice and dice data in Dealpath to surface relevant comparables in seconds

Workflow tracking

Deadlines slip through the cracks as timelines change

Workflow tracking

Clear, real-time visibility into ongoing workflows, upcoming milestones and team accountability

Manage With Clarity and Report With Confidence

It’s time to stop chasing your team down for updates and start relying on data you can trust.

Gain the clarity you need to update stakeholders right away, while supercharging team efficiency with a complete suite of tools to minimize manual work and maximize impact.

Before Dealpath

After Dealpath

Team Management

Decentralized processes cause teams to prioritize administrative work, often resulting in duplicative tasks

Team Management

Automate manual work, increasing team bandwidth to evaluate more deals and prioritize strategy

Pipeline Updates

Team members track deal activity in silos, adding friction to stakeholder updates

Pipeline Updates

Create firmwide, real-time visibility into the latest updates by tracking your pipeline in one source of truth

Workflows and Collaboration

Critical dates are scattered in various systems, resulting in preventable and potentially costly errors

Workflows and Collaboration

Never miss another deadline and create accountability across your team with standardized, role-based workflows and approvals

Comparables

Siloed data makes it challenging for teams to act on historical comparables

Comparables

Slice and dice your proprietary deal database to surface relevant comparables and make confident data-driven decisions

Command Your Business With Unprecedented Data Intelligence

When your deal teams are working out of siloed spreadsheets and email, finding the updates and data points you need can be impossible.

Tap into unprecedented market and business intelligence with data at your fingertips and give investors the confidence necessary to strengthen relationships.

Before Dealpath

After Dealpath

Reporting and Forecasting

Fragmented systems of record force executives to either comb through inboxes or wait for updates

Reporting and Forecasting

Inform projections and view projected closing and delivery dates with real-time visibility

Team Efficiency

Manual, inefficient deal evaluation and execution processes exhaust team bandwidth, requiring new hires to support growth

Team Efficiency

Build operational efficiencies and see every update that matters by working from a command center and scaling with technology

Risk Management

Siloed deal tracking leads to preventable human error as teams miss deadlines

Risk Management

Add institutional rigor to your investment process with smart alerts and standardized workflows, including closing approvals and an audit trail

Data-Driven Underwriting & Decisions

It’s challenging and time-consuming to compile evidence you can trust for multi-million dollar investment decisions

Data-Driven Underwriting & Decisions

Activate a market-leading data strategy with a proprietary deal database to identify trends, validate assumptions, inform decision making and shape business strategy

Close With Data-Backed Conviction

If valid questions that come up during an investment committee meeting are costing deals time, there’s a better way. Pitch your data-driven investment thesis to the investment committee on Dealpath, with your proprietary deal database at the ready to support every decision.

Before Dealpath

After Dealpath

Investment Committee Decisions

IC members request additional information and comparables before approving a deal, delaying capital deployment

Investment Committee Decisions

View a holistic picture of financials and slice and dice data to unearth additional comparables that support the investment thesis

Collaborate and View the Latest Updates from One Command Center

Keeping up with clients as CRE deals progress can become a job in itself.

Whether you’re an environmental consultant or external counsel, Dealpath is the source of truth you need to collaborate in lockstep with your CRE investment management clients.

Before Dealpath

After Dealpath

View Deal Progress Updates

Siloed third parties must inquire about pending updates and next steps via email

View Deal Progress Updates

Instantly view real-time updates for every deal you’re assigned to in Dealpath

Submitting Documentation and Updates

Deal teams request input, data and documentation as needed via email, complicating version control

Submitting Documentation and Updates

Third parties receive automated reminders to provide updates or documents, which are submitted directly in Dealpath

Confidently Track and Report Fund Allocations

There are better ways to spend your limited time than entering data and pulling reports.

Gain the clarity you need to update stakeholders right away, while supercharging team efficiency with a complete suite of tools to minimize manual work and maximize impact.

Before Dealpath

After Dealpath

Fund Allocation

Scattered deal information and disjointed email threads make it difficult to understand how deals align to target risk profiles

Fund Allocation

Better manage risk as a fiduciary with real-time visibility into standardized deal metrics and deliver on investor expectations

Reporting

Back-of-the-napkin fund allocation processes create risk for fund managers

Reporting

Memorialize fund allocation decision making and strengthen investor relationships by reporting on opportunities considered for each fund’s portfolio

Request a Demo Now

Learn how to level up team efficiency with the only tool purpose-built for real estate investment teams.

Level Up Your Entire Deal Team

From Excel Jockey to Dealmaker

Before Dealpath

After Dealpath

Entering deal data

Entering deal data

Entering deal data

Reporting

Reporting

Reporting

Comparables

Comparables

Comparables

Workflow tracking

Workflow tracking

Workflow tracking

Manage With Clarity and Report With Confidence

Before Dealpath

After Dealpath

Team Management

Team Management

Team Management

Pipeline Updates

Pipeline Updates

Pipeline Updates

Workflows and Collaboration

Workflows and Collaboration

Workflows and Collaboration

Comparables

Comparables

Comparables

Command Your Business With Unprecedented Data Intelligence

Before Dealpath

After Dealpath

Reporting and Forecasting

Reporting and Forecasting

Reporting and Forecasting

Team Efficiency

Team Efficiency

Team Efficiency

Risk Management

Risk Management

Risk Management

Data-Driven Underwriting & Decisions

Data-Driven Underwriting & Decisions

Data-Driven Underwriting & Decisions

Close With Data-Backed Conviction

Before Dealpath

After Dealpath

Investment Committee Decisions

Investment Committee Decisions

Investment Committee Decisions

Collaborate and View the Latest Updates from One Command Center

Before Dealpath

After Dealpath

View Deal Progress Updates

View Deal Progress Updates

View Deal Progress Updates

Submitting Documentation and Updates

Submitting Documentation and Updates

Submitting Documentation and Updates

Confidently Track and Report Fund Allocations

Before Dealpath

After Dealpath

Fund Allocation

Fund Allocation

Fund Allocation

Reporting

Reporting

Reporting

Request a Demo Now

Get the Newsletter

Platform

Solutions

Resources

Plans

Company

Get a personalized demo of Dealpath from one of our experts