Pull deal data, financials, and sponsor history straight from your firm’s own records into a structured, committee-ready Investment Committee memo. Spend your time on the analysis, not the formatting.

• Deal & investment management

Name a portfolio company and get a ranked list of the strategic and financial buyers most likely to want it, built from your own relationship history and outside market intelligence. A shortlist to start exit conversations from, not a blank page.

• Deal & investment management

Score every open add-on deal against your platform on the same five criteria, every time, and get a ranked report of where to focus first. Consistent evaluation, without the manual spreadsheet work.

• Deal & investment management

Generate a ready-to-send outreach email for every active buyer on a live sell-side process, tuned to where each relationship actually stands. Move a full buyer list from “needs outreach” to “sent” in one pass.

• Deal & investment management

Checks the health of your active acquisition and development pipeline every two weeks, flagging stalled deals and rising risk before they cost you a closing. Delivers one consistent report instead of a fresh spreadsheet pull each time.

• Deal & investment management

See the full capital structure behind a real estate deal in one report, from funding sources and uses to provider relationships. Spot leverage and data gaps before they become a problem.

• Deal & investment management

Pulls every active and closed deal for a chosen fund straight from your live records and organizes it into one pipeline report. Breaks deals down by type, strategy, stage, team, asset type, and geography, so the full fund story is in one place.

• Deal & investment management

Compare a deal’s original underwriting guidance against every version that’s come since. See exactly where the numbers have moved and why it matters.

• Deal & investment management

Pulls every linked sale, lease, and rent comparable for a deal and builds a positioning analysis against that comp set. Only includes the comp types that actually exist for the deal, so the report never has empty sections.

• Deal & investment management

Pulls a deal’s asset, financial, funding, and comparables data into a single screening summary, flagging return metrics and underwriting shifts along the way. Gives deal teams one consistent view instead of six separate lookups.

• Deal & investment management

Builds a complete pipeline view for any metro area you cover, spanning acquisition, development, and disposition deals alongside current market context. Brings in assets, brokers, and key contacts, so nothing about that market is missing from the picture.

• Deal & investment management

Analyzes deal and broker fee data for a chosen deal type and time frame to show which sourcing channels are actually working. Breaks results down by fund strategy, so patterns don’t get lost in an aggregate view.

• Deal & investment management