This blog post was last updated on Wednesday, January 29th.
In 2025, investor expectations are higher than ever as all eyes turn to AI, data-driven decision making and prudent risk management. Simultaneously, many firms are taking strategic steps to capture more proprietary property and investment data, surface stronger insights, and systematize deal execution to effectively navigate a changing market.
At Dealpath, our priority is to empower your firm to back every investment decision with data-driven conviction and execute efficiently from sourcing, through screening, underwriting, DD and closing. In this post, we’ll review 13 ways you can position your firm to seize opportunity on Dealpath with the help of your Customer Success Manager.
1. Join the Dealpath Connect Waitlist
What if you could see every new opportunity in the market via Dealpath, and add the most promising deals to your pipeline in seconds?
Launched in November of 2024, Dealpath Connect is a first-of-its-kind data network connecting investment opportunities with institutional buyers in Dealpath. This is an unprecedented innovation that brings the buy side and sell side together, ensuring investment firms capture every relevant deal, access vast market data, and execute seamlessly.
With access to the most relevant deals at your fingertips, your firm can accelerate dealmaking.
To learn more about how to join the Dealpath Connect waitlist, speak to your Customer Success Manager.
2. Eliminate Manual Data Entry with AI Extract
All too often, teams miss out on valuable market intelligence or lucrative investment opportunities due to data being trapped in their inboxes, PDFs, spreadsheets, and other systems of record. Deal teams can now amass market intelligence and kickstart evaluations with AI Extract, which captures data from every deal or OM that crosses their desks.
This AI-powered automation enables teams to standardize and organize this data, evaluate more deals, build a proprietary database of comparables, and move faster on the most lucrative opportunities. To get started using AI Extract to capture OMs and flyers directly within your Dealpath pipeline, reach out to your Customer Success Manager.
Firms using AI Extract saw a significant increase in market comps captured in a searchable proprietary database
3. Revisit Dashboards and Reporting Templates
In an increasingly data-first world, robust data analytics and comprehensive reporting are vital to defending your competitive edge, particularly as new opportunities emerge. Is your firm missing opportunities to harness the power of institutional knowledge when making decisions?
Dealpath recently launched enhanced dashboard reporting, helping firms to better visualize investment performance, manage risk, tap into real-time insights and make informed decisions.
When is the last time your firm reevaluated its deal screening, underwriting and evaluation process? Are there other data points or comps that could better inform decision making?
For example, consider how you can put your existing data to work to better understand market trends as they unfold. Or, would it be helpful to compare performance across certain property types or geographies?
Speak to your Customer Success Manager to learn more about common dashboard reports, such as dead deal analysis, portfolio tracking, and more best practices based on high-performing institutional investors.
4. Audit All Pipeline Deals and Clean Up Team Reports
Accurately tracking deal stages is critical for prioritizing deals that are furthest along in the pipeline, while maintaining real-time visibility. If deal information in Dealpath doesn’t reflect real-time changes, then it could be blocking progress.
One simple way to kick off the new year is auditing all deals to ensure that deal stages are up-to-date based on internal decisions and any external deliverables. This exercise prepares your team to take the next step on every deal. Encourage your team to leverage mentions, follow-ups, tasks and reminders in Dealpath for optimal collaboration and centralized communication.
The new year is also an ideal time to ensure your team is on the same page by having team members make in-line edits to shared reports.
5. Analyze Dead Deals to Identify Process Bottlenecks & Refine Investment Strategy
Historical and dead deals offer endless insight into your pipeline, portfolio, processes, and trends, which your team can easily tap into on Dealpath. As you prepare for the new year, create a dead deal analysis report to identify bottlenecks and refine your investment strategy.
Some bottlenecks can be solved or minimized through simple process changes. For example, if a high percentage of deals die in due diligence, then it might make sense to increase rigor earlier on. On the other hand, a higher rate of dead deals in a certain submarket or sector might warrant less focus.
Are there commonalities between similar deals that dragged on, such as internal team ownership or legal counsel? If so, consider how you can optimize these processes or reallocate resources.
6. Configure Underwriting Model Comparison to Understand Performance in Shifting Conditions
Even when your team is well-versed in modeling, it’s challenging to make investment decisions without understanding return profiles across various financial scenarios. Dealpath’s new underwriting model comparison tool helps teams to visualize performance in bear, bull and other scenarios to see if a given deal pencils out, even if the most challenging scenario comes to fruition or more details come to light via due diligence.
Models in Dealpath can be viewed, filtered and sorted by milestone, creator and more. If you’re a Dealpath customer, schedule a meeting with your Customer Success Manager to start using this feature and customize a comparison configuration that meets your needs.
7. Track Owned Assets
After a deal closes, your team needs easy access to the data, files and investment decision logic that led to the close, all while tracking owned asset changes. Dealpath’s new suite of tools makes it even easier for departments across your organization to easily track assets, months or years after closing, without altering the original transaction record.
Breaking down communication silos can help asset and portfolio teams to more accurately compare actuals against projections. Similarly, easy access to deal records ensures deal teams can tap into historical data to streamline their work by, for example, finding favorable, legal-approved contract language.
To begin leveraging asset records, speak to your Customer Success Manager.
8. Download Mobile App
In 2025, you shouldn’t have to wait until you’re back at the computer to share an update or take action on next steps. Dealpath’s mobile app enables on-the-go dealmaking with data at your fingertips.
Teams can now access, update and opine on deals from the easy-to-use mobile app. From adding pictures of a new greenfield development to a deal while on-site, to showing an off-market asset to a potential buyer at a networking event, Dealpath Mobile makes it easy to manage your deals from wherever you are.
Download the mobile app now to get started.
9. Create Document Templates to Leverage Dealpath for Word
If creating new deal documents is a cumbersome, time-consuming and error-prone process, your team can build operational efficiencies by kickstarting the process in Dealpath.
Dealpath for Word is an integration that helps your team import real-time, accurate data from Dealpath into properly formatted, branded documents, like an LOI or IC memo, in Word.
After downloading the Word Add-In, create document templates that include simple placeholders to pull in Dealpath data. Then, add the document templates to the corresponding tasks in Dealpath so your team never has to search high and low for the right templates.
10. Configure Task Approvals
Embedding deal closing approvals directly into your Dealpath workflows reduces email traffic and creates a clear audit trail. Once submitted, stakeholders can review the request, then approve or reject it. Approvers can view all relevant information in Dealpath, or quickly approve new tasks directly from their inbox.
Consider configuring deal closing approvals to push deals to the right stakeholders at the right time with powerful automation.
To learn more about automating task approvals or learn about best practices, schedule a meeting with your Customer Success Manager.
11. Allocate Deals to Funds
If your portfolio management team is still relying on the back of a napkin or your memory to track fund allocations, there’s a better way.
Dealpath’s new fund allocation functionality enforces internal protocols and mitigates internal fund and compliance risk by ensuring that deals are shopped around to the right funds. If anyone raises concerns, you can circle back to a clear audit trail to see why a particular fund was offered a given deal, and even report on monthly, quarterly or annual offers and allocations.
To strengthen investor relations with clearer visibility into fund performance in 2025, schedule a meeting with your Customer Success Manager to begin leveraging fund allocations.
12. Schedule a Team Training
Dealpath is intuitive and easy-to-use, but even high-performing teams might benefit from a refresher or broader team training. Re-training your team ensures that all team members are delivering on expectations based on your unique Dealpath configuration and business goals:
- Your team is following proper internal investment processes and protocols
- Deals are ingested, evaluated, and reported on properly according to internal standards
- The team is leveraging all relevant functionality and following best practices
Reach out to your Customer Success Manager to schedule a team training session.
13. Make Dealpath the Single Source of Truth By Adding Team Members
Dealpath’s goal is to centralize critical deal data, insights, and execution in one source of truth. It only fulfills this goal, though, when everyone on your team can access, update and view the deals and data they need.
As the new year begins, consider how adding new team members might help establish additional efficiencies and transparency across your organization. While nearly all professionals benefit from real-time visibility, many teams build efficiencies by adding team members from the following departments:
- Asset management: Find transaction records and track changes
- Portfolio management: Manage, track and report on fund allocations
- Debt origination: Manage debt and equity deals in one command center
Schedule a Working Session With Your Customer Success Manager
Have your firm’s strategies, goals or targets shifted from 2024?
At Dealpath, our Customer Success team has worked with leading real estate investment managers spanning every deal type, market, and niche. Based on this experience, we’ve learned best practices that drive success for teams of all sizes.
To learn how your firm could better leverage Dealpath, schedule a working session with your Customer Success Manager. They can help you work through integrations, identify and solve bottlenecks, and offer other platform guidance to ensure your team is gaining maximum value.
Feel free to reach out to your assigned Customer Success Manager to schedule a working session.
If you’re not currently a Dealpath customer, request a demo by clicking the link below.
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