Overview

Dealpath is a cloud-based, purpose-built deal management platform designed for institutional real estate investment teams. It serves as a centralized hub to manage acquisitions, dispositions, development, and debt workflows. By combining AI-powered data ingestion, real-time collaboration tools, and enterprise-grade analytics, Dealpath enables investment professionals to accelerate deal velocity, increase transparency, and ensure informed decision-making across their entire pipeline. The platform transforms unstructured deal data into actionable intelligence and integrates seamlessly with essential business tools, helping teams scale operations while reducing risk and manual effort.

Features and Capabilities

• **Data Centralization & AI Extraction: **Automatically ingests and structures key deal information from offering memoranda, flyers, and emails using artificial intelligence. This creates a proprietary, searchable database of market intelligence, improving team access to critical insights.
• **Pipeline & Workflow Management: **Offers dynamic deal tracking with customizable stages, task delegation, role-based permissions, and critical milestone alerts. Investment teams gain operational visibility and accountability throughout the lifecycle of every transaction.
• **Reporting & Analytics: **Provides tailored dashboards and reporting tools, including deal summaries, market comparables, trend analysis, and underwriting model comparisons. These capabilities enable strategic decision-making based on real-time and historical data.
• **Dealpath Connect Network: **Directly integrates with leading brokerages to surface real-time listings and investment opportunities. Enables users to capture high-quality deals earlier by pulling curated content into their own deal pipeline automatically.
• **Debt & Loan Origination Module: **Offers specialized workflows for CRE debt teams to source, evaluate, and underwrite financing opportunities. Tracks loan portfolios with built-in reporting tools, improving collaboration between originators, analysts, and risk teams.
• **Security & Integration: **Hosted in the cloud and SOC 2 Type II certified, ensuring enterprise-level security. Natively integrates with productivity and storage tools like Microsoft Outlook, Google Drive, Dropbox, Box, ESRI, and AWS, as well as open APIs for broader ecosystem connectivity.