The company that lays the most successful paths: Dealpath

The Silicon Review

Dealpath is led by an experienced team of technologists, real estate industry and software executives. The company is founded on a commitment to raise the bar for service and solutions for the clients and partners. The mission is to empower real estate investment and capital markets with data and collaboration through purpose-built software. Dealpath’s real estate deal management software is the command center for real estate deal teams managing acquisitions, dispositions, development and debt origination deals. Powerful analytics and configurable reporting empowers teams to track updates and surface lucrative deals while building a proprietary database. Collaborative, automated workflows drive world-class execution. Dealpath reduces manual work and prioritizes value creation for professionals at all levels, from analysts through senior management.

Dealpath offers a range of integrations with best-in-class technologies to centralize information, support data-driven deal analysis and enhance productivity. The most frequently utilized integrations include Esri, Google Maps, CompStak, Microsoft Word, Microsoft Outlook, Box, Dropbox and SSO providers such as Okta. Data can also be imported into Dealpath from Microsoft Excel. Dealpath can be used by portfolio and asset management teams to track fund allocation, audit market or lender exposure, report on closed deals, and compare underwriting projections against asset performance. Dealpath was built to support collaborative deal teams of five or more. There is no minimum deal volume required, but firms typically benefit most when evaluating more deals, either to pursue or amass market intelligence.

Services provided by the firm

Acquisitions: If the clients’ team is manually entering deal data, emailing task assignments, scouring for comps and tracking deadlines, there’s a better way to manage the clients’ real estate pipeline. Outperform the competition by systematically sourcing, managing, tracking and executing on the clients’ real estate acquisitions pipeline with Dealpath. As the first purpose-built, cloud-based real estate acquisitions software, Dealpath empowers leading investment management firms to better manage deals and bolster data-driven decisions with real-time pipeline visibility, powerful data analytics and simplified collaborative workflows.

Standardize real estate acquisitions workflows and systemize data-driven investment with role-based deal templates. Evaluate more deals and build the clients’ data advantage with AI-powered deal ingestion and Excel spreadsheet imports. Uncover the most profitable deals with powerful, programmatic filter-based analytics based on proprietary data and historical comps. Simplify task management with direct internal and external collaboration, ensuring deals remain on track. Automate real-time reporting with configurable filters to keep a pulse on the clients’ real estate acquisitions pipeline. Centralize deal data, files, communications and other information for full visibility across the clients’ organization.

Dispositions: Harvesting the clients’ investments can be a labor-intensive and cumbersome process. Gathering information and tracking each deal from pre-marketing to close is clunky and burdensome. There is no single source of truth for all the clients’ dispositions, and unstructured files for each asset are soloed. Manage the clients’ commercial real estate dispositions in Dealpath. Dealpath centralizes the data, files and other relevant details for a seamless broker hand-off. Once deals are on the market, Dealpath gives decision makers and disposition stakeholders’ visibility and transparency on property roll ups, sale activity and crucial milestones to successfully harvest the clients’ investments with the best possible ROI.

Export asset management, financing, acquisition, and development deal data to instantly provide brokers with the information required to list the property. Create reports that are filterable by deal stage, location, property type and other variables, to view progress on various disposition deals. Standardize conditional deal workflow templates for turnkey execution, including automated workflows. Manage and assign tasks required for every deal to seamlessly collaborate, track ahead of deadlines and create org-wide accountability. Centralize deal data, files, communications and other information for full visibility across the clients’ team. Add brokers as third-party collaborators so they can independently view download and edit property information for designated properties.

Development: Tracking dozens of critical dates across multiple spreadsheets or tools leaves urgent questions about project milestones difficult to answer. Oversee and collaborate on development deals with Dealpath, the full-lifecycle deal management platform that provides real-time project visibility so that deadlines and due dates never slip off the clients’ radar. As projects evolve, rely on Dealpath for an actionable snapshot of deal progress and centralized execution, leveraging bespoke, development-specific workflows.

Track ongoing development deals in pre-configured dashboards organized by deal stage, or dive into a specific deal for a granular view of deal progress. Centralize deal details, historical data and documents in one platform including up-to-date zoning reports, project timelines, environmental analyses, pro formas and comps. Launch new development projects while maintaining historical data gathered during land or building acquisition. Standardize development deal checklists based on the location, deal type, property type, and more for simplified execution and scalability. Stay apprised of important deadlines with project status-based deal dashboard overviews and automated reminder emails for task assignees. Collaborate with internal employees and external deal stakeholders in one place by communicating and sharing files, maintaining records for posterity.

Meet the leader behind the success of Dealpath

Mike Sroka, Co-founder and Chief Executive Officer

Prior to Dealpath, Mike has spent over a decade growing venture-backed software companies including Fanhood (acq. by FOX), Zynga (NASDAQ: ZNGA) and OneSeason (acq. by Cantor Fitzgerald). He started his career at Hudson Advisors, managing agent for the Lone Star Funds, and graduated from Southern Methodist University with a B.S. in Economics with Finance Applications. Mike lives in the Bay Area with his wife and 2 kids. He's a member of California Trout, Urban Land Institute, NAIOP, ICSC and Forbes Real Estate Council.