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Dealpath

by Dealpath · Since 2014
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ActiveAvailable globallyCloud
Quick facts
VendorDealpath
Year launched2014
StatusActive
LocationSan Francisco 300 California Street Suite 300 San Francisco, CA 94104
Countries servedGlobal
Languages11
Integrations15+
Free tier
Free trial
Contact salesYES

About Dealpath

Dealpath is a deal management platform from Dealpath that manages acquisitions, dispositions, development, and financing across teams to provide real-time visibility. It combines AI-embedded workflows, portfolio value tracking, and consultative support to help improve investment decision-making. The platform is designed to work just like a real estate team, enabling users to command their data throughout the investment lifecycle. Users benefit from white-glove expertise in implementation and ongoing support while tracking success stories for improved learning. Key capabilities: deal management real-time data visibility AI integration consultative support portfolio tracking Best for: real estate investment professionals that need an integrated solution for managing the investment process.

Dealpath is a real estate deal management platform designed to streamline the investment process for firms in the real estate sector. The platform centralizes data, automates workflows, and provides real-time insights to help teams make informed decisions throughout the investment lifecycle. Dealpath supports various functions such as acquisitions, dispositions, development, and debt management, making it an all-in-one tool for real estate professionals. Over 300 firms, including major players like MetLife, Starwood Property Trust, and CBRE Investment Management, trust Dealpath to manage their real estate transactions and investments. The platform boasts a user-friendly interface that allows users to navigate through their deal pipeline, track progress, and access key data effortlessly. With customizable dashboards, Dealpath offers real-time visibility into ongoing deals and key metrics. The platform also supports automated workflows that move deals forward, track critical dates, and ensure smooth collaboration between stakeholders. Its intuitive design and automation features reduce manual effort, making it easier for teams to stay on top of their tasks and make data-driven decisions.

Pros & Cons

What users like
  • +Excellent data integration with ESRI
  • +Saves time and money, enhancing overall productivity
  • +Handy reporting feature with great customer service
  • +Easy-to-use software with great functionality and searchability
What users flag
  • Limited customization in reporting exports
  • Need to open a second tab for additional deal details
  • Manual and lacks flexible automation
  • Difficulty in deleting multiple files from a single task at once

Features

Key features

AI Data Capture - Leverage AI to capture data from broker listings and other external sources, adding them to your proprietary database automatically.
Pipeline Tracking - Real-time visibility into your deal pipeline, so you always know where each deal stands and can manage priorities.
Custom Reports - Create tailored reports that provide insights into your portfolio, pipeline, and other metrics that matter most.
Deal Execution Workflows - Automate workflows to streamline deal execution, track dates, collaborate with stakeholders, and document decisions.
Proprietary Database - Build and maintain a database to standardize and centralize all critical information on deals and properties under consideration

Additional features

Automated Investment Lifecycle Management - Dealpath automates various stages of the investment lifecycle, ensuring better efficiency and fewer manual tasks.
Real-Time Reporting - Generate automated, recurring reports with up-to-date information on deals, investments, and key metrics.
Customizable Dashboards - Dashboards that provide a quick overview of your deal pipeline, investments, and performance data, which can be customized to suit specific needs.
Data Security and Reliability - Built by an award-winning team, Dealpath is SOC 2 Type 2 certified to ensure that your firm’s data is secure and protected.
Scalable for Any Firm Size - Dealpath is designed to work for firms of all sizes, from smaller businesses to large institutional investors.

Pricing

Free trial
Free version
Request a quote
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Countries & Languages

Global
Countries served
11
Interface languages
7
Billing currencies

Interface languages

EnglishSpanishFrenchGermanChineseJapanesePortugueseItalianDutchRussianKorean

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇨🇦CAD🇦🇺AUD🇯🇵JPY🇨🇳CNY

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