Everything Your Deal Team Needs in One Platform
Purpose-built tools for every stage of the real estate deal lifecycle — from pipeline origination to deal close and beyond.
Pipeline Management
Stage-based Kanban boards for acquisitions and development workflows. Configure custom pipelines that match how your team actually operates — from sourcing through close.
- Custom pipeline stages for any deal type
- Kanban boards and list views
- Deal velocity tracking and stuck deal alerts
- Executive-level pipeline reporting
Screenshot
Centralized File Storage
Every deal gets a secure, organized deal room. Upload, tag, pin, and access every LOI, PSA, underwriting model, and site plan — from anywhere, at any time.
- Deal-specific file rooms with tagging
- Pinned documents and bulk operations
- AWS-backed encrypted storage
- Full audit trail on document access
Screenshot
AI Associate
An institutional-grade AI Associate that understands your deals, your pipeline, and your team's execution cadence. Summarize deals, draft IC memos, extract action items, and more.
- Deal summaries and IC memo drafting
- Action item extraction from meeting notes
- Document intelligence and Q&A
- Pipeline-wide analysis and insights
Screenshot
Task Management
Structured task management across deal milestones. Assign ownership, enforce deadlines, detect overdue work, and maintain full team visibility across every project.
- Task assignment with clear ownership
- Stage-based grouping within deals
- Overdue detection and escalation
- Cross-deal workload visibility
Screenshot
Deal Contacts
Centralized stakeholder directory with role-based associations. Know every broker, lender, attorney, consultant, and partner on every deal across your entire portfolio.
- Role-based contact associations per deal
- Cross-deal relationship insights
- Institutional memory that persists
- Communication context and history
Screenshot
14-day money-back guarantee · Set up in minutes
Explore more: Solutions · AI Associate · Pricing