All real estate investment firms understand that data is key to decision making. However, a lot of valuable data is trapped inside of PDFs. That means teams either sink hours of time into manual data entry, or that data doesn’t get captured and dies in an inbox. 

Now, with AI Extract, you can automatically capture data from every OM or broker listing that crosses your desk, greatly expanding your firm’s access to data and cutting down on manual work for your team.

The end result is that your business will be able to evaluate more deals and build a proprietary database of market intelligence. And with Dealpath, that data isn’t just being captured—it’s also centralized and standardized, so it can be turned into reports that power insights and smarter investment decisions.

How AI Extract Works 

When you receive an OM or broker listing that you want to capture, simply drag-and-drop the PDF into Dealpath, or forward it to a dedicated email address. AI Extract will then extract data from it using proprietary AI technology developed by our in-house team of engineers based in Silicon Valley. 

When the data extraction is complete, typically in fifteen minutes or less, you can then review the data pulled from the OM, make any necessary updates, and save it as a deal or a comp inside Dealpath.

Market Intelligence, Without the Manual Effort 

AI Extract lets your team capture data from every property or portfolio that crosses your desk—whether you’re interested in pursuing it or not.

Not keen on moving forward? Save that property as a comp inside Dealpath and use it as a reference point when evaluating and underwriting future deals. The larger your database gets, the more precise your decision making. 

When it only takes a few minutes to capture hundreds of data points, you can build out a database without investing significant time in data entry.

Evaluate More Deals & Kickstart Deal Execution

With AI Extract, there’s no limit to the number of deals you can evaluate. You no longer have to hunt through dozens of pages to find the data points that you care about. With the help of AI Extract, you can zero in immediately on the most important information and figure out if a deal is worth pursuing. 

And when you do come across a deal you’re interested in, you can jump straight into the deal execution process. AI Extract allows you to create a deal in Dealpath with all the basic information fleshed out. That means you can go straight into evaluating a deal, speeding up your deal velocity and giving you a better shot at crafting a winning offer.

Preparing for the AI Revolution

For the last few years, we’ve all heard a lot about AI, but it’s hard to separate the hype from the concrete applications that can actually make an impact on your business. 

At Dealpath, we’re committed to bringing the power of AI to the CRE industry. We’ve applied AI to Power Search, our global search engine that lets you search all your data in Dealpath, even inside documents, and now we’re applying that technology to AI Extract. 

No one really knows where AI is going, but if you want to take advantage of this paradigm shift, one thing is certain: your firm’s data needs to be centralized, standardized, and structured in a way that AI can actually make use of it. While flexible enough to accommodate unique workflows, Dealpath’s data structure brings consistent organization to your data so you can leverage it for insight, push it out to the rest of your tech stack, and capitalize on whatever AI developments are coming in the future.

With Dealpath, you can be prepared to seize every opportunity. Schedule a demo to learn more about AI Extract and how Dealpath can prepare your data for future AI innovations.

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In some cases, data doesn’t exist at all. And when it does exist, it’s often unstructured and decentralized, scattered across multiple spreadsheets and email threads. Teams waste valuable time compiling reports when they could be driving value for the business, and executives have to wait to get answers to their questions—if they get them at all. Most of all, executives lose the ability to be proactive and independently spot red flags. 

Dealpath solves this problem by standardizing data in a centralized source of truth, making it easy to leverage for better decision-making. And with the launch of our latest feature, Dashboard Reporting, it’s easier than ever to translate data into insights that drive the business forward.

Why You’ll Love Dashboards

Create Customizable Dashboards 

With Dashboard Reporting, you can set up customizable dashboards that surface only the information you care about. Want a bird’s-eye view into overall business metrics? Want to drill down into your pipeline for a particular sector or region? You can accomplish both with ease. Dashboards are completely flexible, so you can surface only the data you care about.

Be Proactive With Data

Gone are the days of having to wait for data to be corralled and reports assembled. With Dashboard Reporting, the latest data is always accessible. And when a change is made to data in Dealpath, it’s reflected in your dashboards instantaneously. Now you can quickly answer questions, investigate trends, and spot red flags without having to ask your team to put together a report.

Bring Data to Life With Visualizations

It can be difficult to spot trends just from looking at raw data. Now you can customize your reports with a range of data visualizations, from bar charts to pie graphs to tables and more. This ensures you can maximize insight by consuming data in your preferred format. You can also apply filters to both entire dashboards and individual visualizations, so you can be sure you’re looking at the most relevant data. 

Save Time on Reporting 

Your team can cross reporting off their weekly to-do lists. Set up dashboards once, and up-to-date information will always be there. Dashboards can be shared with the whole team and even with people outside the company, so you can seamlessly keep everyone in the loop.

How You Can Use Dashboard Reporting

With its flexibility and customization options, there’s almost no limit to the different ways you can use Dashboard Reporting, but here are a few ideas to get you started:

Deal Pipeline

Track in-progress deals, whether for acquisitions, loans, or development deals. See where your pipeline stands at a glance and understand how it breaks down according to property type, region, strategy, and more.

Deal Execution

Improve the efficiency of your deal execution and keep your team moving toward their goals–and possibly even eliminate meetings. Highlight key milestones across deals, and how long deals have stayed in each stage to identify parts of the pipeline that can be improved.

Assets or Portfolio 

Keep tabs on the composition and exposure of your portfolio of owned assets or funded loans. For example, you could break out a portfolio of funded loans by sponsor, region, type of collateralized property, or interest rate type to make sure your portfolio stays within your risk profile. 

Overall Business 

Track important metrics across different teams or business units for a picture of overall business performance. For example, you can combine your acquisition pipeline and owned assets in one dashboard, or view your equity acquisition and debt pipelines side-by-side.

Personal Pipeline 

Create personal dashboards that are only visible to you, where you can track deals you’re personally responsible for and stay ahead of any upcoming deadlines.

Request a Demo to Turn Data Into Insights With Dealpath

Request a demo of Dealpath to learn how organizing your data can unlock insight for your business. 

The post Introducing Dashboard Reporting: Turn Data into Insights appeared first on Dealpath.

But fractured communication has hidden costs. People are left out of the loop, inadvertently make decisions using out-of-date data, and it can take days to answer simple questions. 

Our new Conversations feature, currently in beta and scheduled for release later in Q1, embeds discussion directly in your deal database, making collaboration more efficient.

Centralize Data and Discussion in a Single Source of Truth 

The first step to solving collaboration problems is to centralize data in a single system like Dealpath that allows you to manage the CRE deal lifecycle from beginning to end. This ensures everyone is working from the same, up-to-date information and your team can focus on making critical strategic decisions. 

Now, with Conversations, you can bring discussion into Dealpath as well. Rather than switching contexts and discussing your deals in an email, meeting, or chat application, you can have discussions directly in Dealpath in the context of the data. Not only are discussions more productive, but both data and discussion are memorialized together in the same source of truth.

Comment on Specific Data Points

Conversations makes discussions more productive by allowing you to comment directly on specific data points in Dealpath. This means collaboration takes place right alongside the data you’re discussing.

And if a data point changes as a result of a conversation, that change will be recorded in the comment thread, so everyone can understand how deal data has evolved.

Transparency for the Entire Deal Team

Everyone with access to a particular view in Dealpath can see the Conversations there. That means you don’t need to be cc’d on that email or invited to that meeting in order to stay in the loop. And when you’re reviewing old deals, the context is all right there. 

Collaboration Tools Everyone Is Comfortable With

Conversations utilizes collaboration elements your team is already familiar with, so onboarding everyone is easy: 

• Threaded discussions to keep conversations organized
• @ mentions to tag specific colleagues
• Blockquotes to make it clear when you’re citing something 
• Email notifications to keep up to date 

How You Can Use Conversations

There are endless ways that your team can utilize Conversations, but here are a few common scenarios where the new feature might be useful.  

Deal Team Collaboration 

Members of the deal team can use Conversations to finalize data and ready a deal for presentation to executives. As they deliberate on initial underwriting, analysts and associates can discuss assumptions with their colleagues and ask for context around specific numbers.

Drafting Documents and Finalizing Data for Presentation

As the deal team finalizes documents for presentation, Conversations can help them make revisions quickly, without having to provide context in another channel. This revision process is also documented in case you need to reference anything later. 

Deal Review by Executives

Executives can use Conversations to ask questions about a deal directly in the context of the deal data. For example, if they have questions coming out of a Management Committee meeting, they can leave comments on the Memo in Dealpath and ask the deal team about the thinking behind specific numbers.

New Hire Onboarding

Conversations also memorializes discussion around a particular deal alongside the data. That means new hires can ramp quickly by getting all the context they need about a particular deal right in Dealpath. 

Supercharge Collaboration With Centralized Conversations in Dealpath

Schedule a meeting to learn more about Conversations and how Dealpath can streamline your processes.

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