Everything about a deal, in one place
Each deal gets its own workspace with documents, tasks, contacts, notes, key dates, financing, and a full activity history. Anyone on your team can pick up any deal at any time.
Full deal context in one click
Click into any deal and see everything: economics, stage history, team assignments, and the full activity feed. No more asking 'where do things stand?' on any deal.
- →Deal economics with key financial metrics
- →Stage progression timeline
- →Team member assignments and roles
Documents, tasks, contacts, notes, and more
Every deal workspace has dedicated tabs for files, tasks, contacts, notes, key dates, and financing. Your team never has to leave the deal to find what they need.
- →Files tab with folders, tagging, and version control
- →Tasks tab with assignments, due dates, and status
- →Contacts tab for every party involved in the deal
If someone is out, anyone can pick up the deal.
Deal context should live in the system, not in someone's head or inbox.
A complete record of everything that happened
Every file upload, task completion, stage change, note, and contact interaction is captured in the deal's activity feed. Full audit trail with zero manual logging.
- →Automatic activity tracking across all deal actions
- →Timestamped and attributed to team members
- →Searchable activity history per deal
AI Associate that understands the deal
The AI Associate has full context on every deal in your workspace. Ask it questions about deal status, document contents, or portfolio-level insights and get answers grounded in your actual deal data.
- →Ask questions about any deal in natural language
- →Document analysis and summarization
- →Portfolio-level insights across all deals
Everything your team needs per deal
Deal overview
Economics, stage history, and team assignments at a glance.
Documents and files
Organized file storage with folders, tags, and version tracking.
Tasks and assignments
Task lists with owners, due dates, and completion tracking.
Deal contacts
Every broker, lender, attorney, and partner linked to the deal.
Key dates
Deadlines, milestones, and critical dates with automated alerts.
Activity feed
Every action captured automatically. Full audit trail, zero effort.
Everything included
Plans and pricing
Every feature included in every plan. Start with a 14-day free trial.
Team
3 seatsSmall CRE teams of up to 3.
That's $83/user when fully seated
What's included
- 3 users included
- 50 GB file storage
- 15,000 AI credits per month
- Unlimited deals
Platform features
- Pipeline boards & list view
- Deal rooms with files & tasks
- AI Associate for documents & memos
- Financing tracker & due diligence
- Full audit trail
Plus
5 seatsGrowing CRE firms scaling deal volume.
That's $80/user when fully seated
What's included
- 5 users included
- Add seats at $69/mo each
- 200 GB file storage
- 35,000 AI credits per month
Everything in Team, plus
- Team workload visibility
- Workspace permissions
- Priority email support
- Higher AI credit cap
Power
10 seatsInstitutional CRE firms with 10+ users.
That's $70/user when fully seated
What's included
- 10 users included
- Add seats at $59/mo each
- 1 TB file storage
- 100,000 AI credits per month
Everything in Plus, plus
- Lower per-seat cost as you scale
- 5x storage vs Plus
- ~3x AI credits vs Plus
- Bulk seat management
14-day free trial · Full access to every feature · Cancel anytime · No long-term contracts