Gain real-time visibility and minimize risk with centralized, up-to-date deal information and collaborative task management.
Harness the power of AI to ingest flyers and OMs directly into your pipeline to kickstart underwriting
Learn more about Dealpath Data Ingestion
View live updates from source through close and eliminate weekly meetings with real-time dashboards
Automate standardized, role-based workflows and reminders to ensure timely milestone execution and formalized accountability
Share updates, documents and more with internal teams and third-party collaborators, like legal teams, in a cloud-based workspace
Reduce email traffic and oversight risk by requesting stakeholder approvals within deal workflows, leaving a clean audit trail
Fueled by centralized data, generate management committee memos, one pagers and more to maximize value creation
Inform decision making with enterprise controls and systematized due diligence processes
Customize data fields, workflows, dashboards, notifications and more to support your investment strategy
Whether you evaluate 50 or 5,000 deals per year, build operational efficiencies to optimize performance
Watch the quick demo video now to learn how your firm can standardize and streamline pipeline management workflows with Dealpath.
Stay in the loop about deal management best practices, upcoming events, industry trends and more.
