Underwriting & analysis
Dealpath
Dealpath is a deal management platform for real estate investment teams. It tracks acquisitions, dispositions, development projects, and debt origination from sourcing through closing, holding deal data, tasks, documents, and approvals in one record.
Teams configure fields, workflows, dashboards, and notifications around their own process. Role-based workflows and automated reminders carry a deal through screening, due diligence, and closing without losing a non-refundable date, and approval requests inside the deal leave an audit trail. AI extraction reads flyers and offering memoranda straight into the pipeline, reporting can be scheduled or built ad hoc, and a CRM module logs broker and capital partner activity next to the deals themselves. Dealpath Connect is a private exchange where brokers distribute listings to relevant buyers.
The company says 300+ firms use the platform, supporting more than $10 trillion in transactions, and reports 90+ employees. It is dual-headquartered in San Francisco and New York with further offices in Austin and Toronto, states that customers own the data they enter, and says it is SOC 2 Type 2 compliant.
Plans are tailored per firm and typically include a minimum of five users, with pricing quoted on request. Ask early how your Excel underwriting models and existing systems connect, which the company's own FAQ treats as a standard part of setup.
Best for
Institutional acquisition, development, and debt teams that need one pipeline of record with auditable approvals and automated reporting. Plans typically start at five users, so it is not aimed at a solo investor analysing one property at a time.
What they do
- Deal pipeline management
- Acquisition and disposition tracking
- Development project tracking
- Debt origination tracking
- AI extraction from flyers and offering memoranda
- Reporting and analytics
- CRM for broker and capital partner relationships
- Market tracking
- Portfolio insights
- Dealpath Connect listing exchange
Details
| Attribute | Value |
|---|---|
| Team size | 51-200 employees |
| Other offices | New York, NY, Austin, TX, Toronto, ON |
| How they charge | Quoted per firm; plans typically include a minimum of five users. |
What stands out
- Says 300+ firms use the platform, supporting more than $10 trillion in transactions.
- Reports 90+ employees, dual-headquartered in San Francisco and New York.
- States it is SOC 2 Type 2 compliant and that customers own the data they enter.
- Plans typically include a minimum of five users.
Common questions
- Who uses Dealpath?
- Real estate deal teams managing acquisitions, dispositions, development, and debt origination, from analysts through senior management. The company describes the product as a command center for those teams.
- How much does Dealpath cost?
- Pricing is quoted per firm rather than published. Plans typically include a minimum of five users, and the company says it tailors each solution from small deal teams up to enterprises.
- Who owns the data entered into Dealpath?
- The customer firm owns everything it enters. Dealpath states the data will not be used by its own team or shared with other customers or third parties, and that it is SOC 2 Type 2 compliant.