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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 for Real-Time Team Collaboration

Eliminate Manual Data Entry

Harness the power of AI to ingest flyers and OMs directly into your pipeline to kickstart underwriting
Learn more about Dealpath Data Ingestion

Track Your Pipeline

View live updates from source through close and eliminate weekly meetings with real-time dashboards

Never Miss Another Deadline

Automate standardized, role-based workflows and reminders to ensure timely milestone execution and formalized accountability

Collaborate in Lockstep

Share updates, documents and more with internal teams and third-party collaborators, like legal teams, in a cloud-based workspace

Request and Track Approvals

Reduce email traffic and oversight risk by requesting stakeholder approvals within deal workflows, leaving a clean audit trail

Automate Collateral Creation

Fueled by centralized data, generate management committee memos, one pagers and more to maximize value creation

Manage Risk With Rigor

Inform decision making with enterprise controls and systematized due diligence processes

Robust Configurability

Customize data fields, workflows, dashboards, notifications and more to support your investment strategy

Scalable Efficiencies

Whether you evaluate 50 or 5,000 deals per year, build operational efficiencies to optimize performance

Execute Flawlessly and Outperform the Competition

Watch the quick demo video now to learn how your firm can standardize and streamline pipeline management workflows with Dealpath.

Schedule A Meeting

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