Your analysts spend most of their time on data entry
Manual financial transcription from broker OMs into Excel
Rent roll formatting and unit-type classification
Copying listings from major broker websites into tracking spreadsheets
Market research compilation for IC memos
What changes with DealPulse
| Without DealPulse | With DealPulse |
|---|---|
| Analyst manually transcribes financial line items | DealPulse extracts and classifies financials — analyst reviews and confirms |
| VP assembles market data from 5 sources | AI generates submarket brief with live data |
| Deals tracked across email and 3 spreadsheets | One pipeline, one source of truth |
| Broker relationships in personal contacts | Shared CRM with full deal history |
| IC memos and pitch decks rebuilt deal-by-deal in your firm's template | AI-drafted IC memos and pitch decks rendered in your firm's template |
| Documents scattered across email, drives, and broker portals | One deal room per asset, with documents auto-filed by type |
Your formulas, untouched.
- Excel export with custom named ranges plugs into existing models
- Your team's financial assumptions and judgment stay in their trusted environment
- No black-box valuations. Full transparency on every extracted data point.
AI does the work. Your team makes the calls.
AI extracts
Analyst reviews
Team discusses
Principal decides
Every AI output can be reviewed, edited, or rejected. Full transparency on AI usage across your organization.
What your team gets back
Analysts screen deals instead of transcribing them
Time previously spent transcribing financials and reconciling broker spreadsheets goes back into evaluating opportunities. Your bench produces more screens, not more data entry.
Principals walk into IC with full deal context
Every deal carries its own document room, market brief, and cited findings. No more "we will get back to you on that" — the answer is one click away during the meeting.
The team closes faster because the pipeline stays current
Stakeholders, follow-ups, and deal stages stay synced across the team. Nothing falls through the cracks because the next-step is always visible to the right person.