Overview

Dealpath for Acquisitions is a cloud-native, AI-powered deal management platform built specifically for real estate investment teams. It transforms unstructured deal documents like offering memoranda and broker listings into structured, centralized intelligence. The platform enables full pipeline visibility, seamless team collaboration, and powerful analytics, helping teams screen, evaluate, and close deals more efficiently. Real-time data tracking, configurable workflows, and integration with leading brokerages via Dealpath Connect ensure institutional investors can stay agile, informed, and aligned throughout the acquisition process.

Features and Capabilities

• **Pipeline Tracking: **Stay fully informed with live updates across the entire acquisition pipeline. Track critical dates, assign deal stages, and filter by asset type, region, or other custom criteria to prioritize and monitor opportunities efficiently.
• **AI Data Ingestion: **Leverage AI to ingest and standardize data from offering memoranda, flyers, and emails. Automatically extract key property, financial, and market data to build a searchable database of comparable deals for faster and more accurate evaluations.
• **Reporting & Analytics: **Generate real-time insights through customizable dashboards and reports. Analyze deal flow, identify bottlenecks, evaluate win/loss trends, and assess pipeline health to support strategic decision-making.
• **Underwriting Model Comparison: **Run side-by-side comparisons of upside and downside scenarios to evaluate deal viability. Analyze financial models against defined risk-return profiles to inform underwriting and investment strategies.
• **Collaboration & Communication: **Centralize communication within each deal. Assign tasks, share documents, tag team members, and automate notifications. Approval workflows and audit trails ensure transparency and accountability across all stakeholders.
• **Workflow & Due Diligence: **Implement repeatable, role-based workflows to manage tasks like IC memos, LOIs, and due diligence checklists. Automate processes and enforce approval gates to reduce delays and ensure compliance with internal protocols.
• **Dealpath Connect Integration: **Access real-time listings and data feeds from top brokerages such as CBRE and JLL. Ingest vetted opportunities directly into Dealpath to reduce manual entry and improve speed to analysis.
• **Secure & Configurable: **Built on a secure, SOC 2 Type 2-compliant infrastructure. The platform is highly configurable, allowing firms to tailor workflows, data fields, and reporting structures to match their specific acquisition strategies and organizational needs.