Here’s what we’ve been up to this month:

Repeating Tasks v2

This month, we’re excited to announce our new and improved Repeating Tasks feature, which allows you to now set a recurring schedule for tasks based on the due date of the task. Now, when you set a repeating task, you’ll be prompted to set the recurring due date of each task along with how many days before the due date the task should be created. 

Improvements to Reporting PDFs

We know how important it is to protect sensitive information from being exposed, and our Reporting PDF exports feature supports that. We’ve now introduced support for redacting Deal Name as well, allowing users to edit its redaction options like any other info field. Additionally, you will be able to hide the names of deals that might be redacted when exporting PDFs.

More International Support

You asked and we delivered! This month, we’ve added support for the deal addresses in the following countries:

• Hungary 
• Indonesia
• Latvia
• Serbia
• Slovakia
• Vietnam

We have also added support for Asia and Australia time zones, which allows for more configurability and ease of use for you, our users.  

As always, we’re committed to building the best cloud-based deal management platform in the industry. Check back here every month to see our latest releases and exciting new features!

The post Monthly Product Update: February 2021 appeared first on Dealpath.

In particular, the CRE Tech Influencers list considers that ten years ago, commercial real estate lagged in advanced tech adoption. Now, real estate is a sector robust with industry-specific venture capital and an array of digital offerings. GlobeSt. looked at how the market got here, with the belief that commercial real estate took longer to embrace technology because the technology itself is harder to customize for the complexities of the industry. The onset of the COVID-19 pandemic also rapidly propelled new, necessary
innovations across the field, recognizing firms that proved imperative to the industry, especially considering the shift to mandatory remote work.

“We are honored to be recognized by GlobeSt. for our industry-leading, purpose-built solution for the way real estate investment and development professionals work and transact,” said Mike Sroka, CEO and Co-Founder, Dealpath. “Covid-19 and the resulting slowdown created sudden challenges that digitized deal management helped to address, but we believe more broadly that real estate is driven by people with information to shape our built world—and we are confident that an industry that transacts on Dealpath is the long-term future of real estate.”

The GlobeSt. award follows Dealpath’s recent Real Estate Tech Award at the 2nd Annual Commercial Observer Innovation Forum & Awards, as well as a remarkable year of growth in 2020. Dealpath secured major investments, including from Blackstone, the leading global real estate investment firm, and Nasdaq Ventures, which made its first-ever real estate investment with Dealpath, joining JLL, 8VC, GreenSoil Investments, Goldcrest Capital, LeFrak, Milstein and Bechtel as backers.

The post Dealpath Recognized In GlobeSt’s Top CRE Tech Influencers appeared first on Dealpath.

The Real Estate Tech Award goes to a single firm that has demonstrated innovative solutions through the development of new technologies addressing real estate demands as it relates to how property is managed, occupied or transacted. Dealpath, with its ability to give real estate players a strategic digital and collaborative advantage in a dynamic market, stood out as the most impactful technology in a quickly digitizing real estate investment market. Today, Dealpath is the industry’s leading cloud-based deal management platform and is expanding rapidly. Investment and development firms leverage Dealpath as their command center for smart pipeline tracking, powerful deal analytics and collaborative workflows to achieve optimal risk-adjusted returns.

“We are honored to be recognized by the Commercial Observer for our industry-leading, purpose-built solution for the way real estate investment and development professionals work and transact,” said Mike Sroka, CEO and Co-Founder, Dealpath. “Covid-19 and the resulting slowdown accelerated digitization of the built world, and we are creating unprecedented efficiencies for the long term.”

The Commercial Observer awards cap off a remarkable year of growth for Dealpath, including major investments from new backers. Blackstone, the leading global real estate investment firm, and Nasdaq Ventures, which made its first-ever real estate investment with Dealpath, joined JLL, 8VC, GreenSoil Investments, Goldcrest Capital, LeFrak, Milstein and Bechtel as Dealpath investors.

2020 also saw the launch of Dealpath Connect, the company’s latest innovative step, which replaces the need for the manual review and processing of deal flyers, teasers and OMs from brokerage firms. The integration enables Dealpath clients to receive offerings directly in a digital format through their Dealpath accounts, streamlining the engagement between the buy-side and sell-side.

The post Dealpath Wins Top Real Estate Tech Award at CO Innovation Forum appeared first on Dealpath.

Here’s what we’ve been up to this month:

Property Dashboard

This month, we’re excited to announce our Property Dashboard, which allows you to directly view and manage your team’s Properties quickly and easily, all in one place. You no longer need to view the associated deal to view and create properties. Instead, you can see all of your properties in our List and Map views now. The Property Dashboard also makes it easy to configure, filter, and group your display however you like and in whatever way your team needs. It’s all the advanced configuration you love in the Deals Dashboard, now tailored for properties.

Just like on the Deals Dashboard and Reporting page, you can save views on the Property Dashboard. You can save any configurations and filters you need and easily share them with other team members at a later time with a PDF or Excel export. For now, Property Dashboard is in limited release. If you’re interested, please reach out to your Customer Success Manager.

As always, we’re committed to building the best cloud-based deal management platform in the industry. Check back here every month to see our latest releases and most exciting new features!

The post Monthly Product Update: November 2020 appeared first on Dealpath.

Here’s what we’ve been up to this month:

Two-Factor Authentication

This month, we’re excited to release our first version of native two-factor authentication in Dealpath, adding an additional layer of security to our platform for our users. Two-factor authentication in Dealpath will require verification codes in addition to passwords, ensuring data protection and account security. As a SOC 2 Type 2 compliant company, we’re continuously looking to improve on our platform’s enterprise-grade security. Two-factor authentication is the next step. 

Updates to Properties

One of our most popular features from earlier in the year was our Bulk Tools, which allowed account admins to bulk create properties, contacts, and other actions in bulk. We’ve now released an update that allows all Dealpath users to upload and create properties with Bulk Tools, enabling teams to add properties with much more ease and efficiency. 

Repeating Tasks

Our clients have unique workflows that often require the repetition of certain tasks, like providing reports to contractors or other departments internally. We’ve released a Repeating Tasks feature to make that easy, allowing users to create and customize their repeating tasks as needed. And we have plans to keep improving this feature in exciting ways in the future. 

As always, we’re committed to building the best cloud-based deal management platform in the industry. Check back here every month to see our latest releases and most exciting new features!

The post Monthly Product Release: October 2020 appeared first on Dealpath.

Here’s what we’ve been up to this month:

Updates to Properties 

This month, we’ve added a new LIST view for our Properties object, giving you further, more detailed insight into your deal and portfolio management with a data-rich display. The new LIST view works alongside the configure & filter controls we released last month and offers .pdf exporting, as always. Keep an eye out for more improvements to Properties next month! 

Updates to Reporting

We’ve also released new updates to our Reporting feature, adding more customization, filtering, and formatting to better suit your team’s particular needs for investment committee meetings or deal management. 

In particular, we’ve added:

• Abbreviation support for field configuration
• Roll-up calculation support
• Weighted calculation support
• More precise display options for Deal Info and Reporting

As always, we’re committed to building the best deal management platform in the industry. Check back here every month to see our latest releases and most exciting new features!

The post Monthly Product Release: September 2020 appeared first on Dealpath.

Now, you have access to a team-wide Contacts directory where you can easily keep track of the basic information and data around your individual contacts within a deal—without having to leave the Dealpath platform or use another software tool. With Contacts, you don’t have to worry about losing vital information due to juggling multiple tools or wasting time trying to link data from your CRM to Dealpath.

Contacts empowers you to view, manage, and get reporting on the individual contacts involved in your deal transactions. We designed Contacts to fit your needs. 

Contacts includes:

• Bulk Contact Tools: Easily import your contacts from any outside CRM or contact book in bulk, rather than one by one. 
• Notes: Create detailed and comprehensive records for each contact, giving you further context. 
• Reminders: Create reminders tied to individual contacts for better relationship management within a deal.
• Activity Feed: View and keep track of all interactions with your contacts on existing  deals. 

Contacts is our next step in making Dealpath the most comprehensive software solution for your deal management. If you’d like to learn more, reach out to us here. 

The post Introducing Contacts appeared first on Dealpath.