Deal Pipeline Management and Workflows

Gain real-time visibility and minimize risk with centralized, up-to-date deal information and collaborative task management.

Your Single Source of Truth from Sourcing to Closing

Harness the power of AI to ingest flyers and OMs directly into your pipeline to kickstart underwriting. Learn More About AI Extract

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.

Learn how your firm can standardize and streamline pipeline management workflows with Dealpath.