Platform · the full feature deep-dive
The full acquisitions workflow. One platform. Your model.
Stop switching between broker sites, spreadsheets, email, and shared drives. DealPulse covers the full acquisitions workflow in three stages: sourcing, underwriting, and closing.
Microsoft AppSource certified·US-resident inference·SOC 2 CC mapped
Stage 1 · Sourcing & market intel
Where the deal flow lives
Major broker feeds, deduplicated and refreshed daily. Maps, market data, and saved views. The pipeline starts here.
Deal sourcing
Every listing, one dashboard
DealPulse connects to major brokerage platforms and syncs listings daily. Intelligent deduplication means you see each property once, no matter how many brokers list it.
- Continuous sync from major commercial real estate brokers
- Intelligent deduplication across listings from every broker
- Filter by market, units, price, property type, days on market
- One-click Add to Pipeline with pre-filled data from the listing
DEAL LOG · MULTIFAMILY
| Property | Market | Units | Vintage | DOM |
|---|---|---|---|---|
| Garden Walk Apartments | Austin, TX | 312 | 2018 | 12d |
| Highland Crossing | Phoenix, AZ | 224 | 2015 | 34d |
| Riverside Commons | Denver, CO | 188 | 2020 | 6d |
| Coastal Ridge | Tampa, FL | 276 | 2012 | 21d |
| Lakeside Reserve | Nashville, TN | 256 | 2017 | 45d |
5 of 1,217 multifamily listings · daily refresh · deduped across brokers
Maps and analytics
See the whole picture
Interactive maps with property clustering, demographic insights, and portfolio analytics give your team the context they need to evaluate markets and track broker activity.
- Interactive maps with clustering by market
- Demographic data and market indicators by submarket
- Portfolio analytics and broker leaderboards
- Saved views and property alerts across deal log and pipeline
PORTFOLIO ANALYTICS
Active deals
47
Stale > 14d
6
Median time to LOI
18d
Top broker · units
JLL · 1,294
Markets covered
12
Pipeline $
$1.2 B
Saved views · property alerts · broker leaderboards
Stage 2 · Underwriting
From document to your model
AI handles the extraction; your team handles the judgment.
AI analysis
From document to structured data in minutes
Upload a broker OM, financials, or rent roll. DealPulse's AI extracts, classifies, and structures the data so your team can review and confirm rather than transcribe.
- Financial statement extraction with standardized classification
- Rent roll parsing by unit type with occupancy and lease terms
- Submarket briefs grounded in live market data
- Documents auto-routed into 16 system folders (appraisal, market study, lease, Phase I, tax, insurance, and more)
- One-click OM upload creates the asset, pipeline deal, broker contact, and projected returns
T-12 CLASSIFICATION
| Line item | Annual | $/unit | Category |
|---|---|---|---|
| Repairs & Maintenance | $284,000 | $911 | R&M |
| Make-ready turn | $112,000 | $359 | Turn |
| Electrical contractor | $48,000 | $154 | R&M |
| Landscaping | $36,000 | $115 | Grounds |
| Property management | $98,000 | $314 | Mgmt fee |
| Property tax | $412,000 | $1,321 | Tax |
32 categories · standardized across broker templates
Investment Summary
A 1-page deal snapshot with cited findings
DealPulse reads every document in the deal room and produces an institutional deal overview: Snapshot, Hook, Property Profile, Submarket & Demand, Seller's Business Plan, Document Room (findings and gaps), and Listing Context. Every claim is cited back to the source document.
- Snapshot strip with key facts cited from the OM
- Document Room view: what we found, what is still missing
- No verdict, no financial analysis — that belongs to the IC memo
- Refreshes automatically when new documents are uploaded
INVESTMENT SUMMARY · SNAPSHOT
Asking
$54.2 M
Per unit
$173,700
Cap rate
5.21%
Units
312
Vintage
2018
Occupancy
94%
Submarket
Class B
Avg SF
971
8-chip strip · every claim cited [Doc: OM p.3]
Rent comps
In-place and mark-to-market, with sources
DealPulse surfaces comparable rents for every deal — both as-is comparable rents and a mark-to-market view — auto-filtered by submarket, asset type, and quality tier. Each comp lists its source and a confidence score so your analysts can stress the assumption.
- In-place rents for the existing offer
- Mark-to-market rents for the business plan
- Auto-filter by submarket, asset type, and quality tier
- Methodology, quality, and source disclosed on every comp
IN-PLACE & MARK-TO-MARKET COMPS
| Comp | Submarket | Class | In-place | M2M | Conf. |
|---|---|---|---|---|---|
| Park Glen | East Austin | B | $1.42 | $1.58 | 0.92 |
| Cedar Bend | East Austin | B+ | $1.51 | $1.61 | 0.88 |
| Trinity Mills | East Austin | B | $1.39 | $1.55 | 0.84 |
| Lake Highlands | East Austin | B- | $1.31 | $1.48 | 0.79 |
Methodology + source disclosed on every comp · $/SF
Bring your own model
DealPulse plugs into your model. It doesn't replace it.
DealPulse extracts structured data from OMs, rent rolls, and T-12s and delivers it into your existing Excel workbook through workbook-level named ranges. Fixed row layouts mean your formulas never break across re-exports. Your model, your assumptions, your IP — untouched.
- Your model, your formulas, your assumptions — never touched
- Custom named ranges plug structured data into your existing cells
- Fixed row layout: same category always at same row
- Financial and rent roll data in separate worksheets with summary
- Two-way sync via the Microsoft-certified Excel add-in
NAMED-RANGE BINDING
- DealPulseExport_T12_NOI→Underwriting!B47
- DealPulseExport_T12_RM→Underwriting!B52
- DealPulseExport_RR_AvgRent_1BR→RentRoll!D12
- DealPulseExport_RR_Occupancy→RentRoll!D8
- DealPulseExport_OM_AskingPrice→Summary!C4
Two-way sync · fixed row layout · your formulas never break
Microsoft AppSource certified
Already approved for the IT-and-InfoSec teams across the table.
The DealPulse Excel Add-in passed Microsoft's independent security review and is distributed through Microsoft AppSource — the same enterprise app marketplace your IT team already uses to vet Microsoft 365 add-ins. Your InfoSec team treats DealPulse like any other approved Microsoft enterprise tool.
- Independent security review by Microsoft
- Distribution through Microsoft AppSource
- Standard Microsoft 365 procurement path
Integrations
Plugs into the tools your team already uses.
Broker coverage
DealPulse continuously aggregates listings from major commercial real estate brokers. Listings are deduplicated across brokers and refreshed daily so your team sees each property once, no matter how many brokers list it.
Workflow tools
Microsoft-certified Excel add-in for two-way model sync. Excel export with custom named ranges plugs directly into existing underwriting models.
More integrations planned. If your firm relies on a specific CRM, VDR, or market-data provider, we want to hear about it.
Stage 3 · Closing & relationships
What leaves your firm
IC memos, pitch decks, and LOIs in your template. One pipeline tracking every counter-party on every deal.
Branded deliverables
IC memos, pitch decks, and LOIs in your firm's template
Upload your firm's Word memo, PowerPoint deck, and LOI templates once. DealPulse renders every output in your colors, your fonts, your logo, and your signoff. The work that leaves your firm looks like your firm's.
- IC memo (DOCX) with toggleable sections and custom firm-specific sections
- Pitch deck (PPTX) generated from deal data for investor and broker audiences
- LOI generation with your buyer entity, authorized signor, and footer text
- Tenant-isolated brand: colors, logo, watermark, signature, email signoff
- Draft → Publish → Rollback workflow with audit trail
TENANT BRAND → DELIVERABLE
- Primary color→IC memo header · deck title slide · accent stripes
- Logo→Hero of every IC memo · LOI letterhead · deck cover
- Watermark→Diagonal watermark on every page
- Signoff→Authorized signor · buyer entity · email closing
- Footer text→LOI footer · custom legalese · deck footer
Draft → Publish → Rollback workflow with audit trail
Pipeline & CRM
One pipeline, every relationship, every follow-up
Track deals across a Kanban pipeline. Track every counter-party on every deal. Stay on top of the work with a tenant-wide Follow-Ups inbox and a CRM Home dashboard.
- 6 pipeline stages with drag-and-drop; threaded comments with @mentions
- Multi-stakeholder per deal: 10 counter-party roles tracked per asset
- Follow-Ups inbox: due dates, assignees, completion tracking, email + bell notifications
- CRM Home dashboard: open follow-ups, stale relationships, missing key roles, recent activity
- Buy box matching, AI meeting prep, travel outreach with AI-drafted emails
PIPELINE
NEW
12
UW
8
IC
3
LOI
2
PSA
1
CLOSED
4
6 stages · drag-and-drop · threaded comments · @mentions
Implementation
A CRE-experienced partner, not a ticket queue.
Every DealPulse implementation pairs your team with a DealPulse lead who understands CRE acquisitions. We migrate your existing deal pipeline, connect your underwriting model, and stay engaged through onboarding so your team is live on DealPulse with real deals flowing.
- Data migration from existing spreadsheets or CRMs
- Model integration session with your underwriting lead
- Broker CRM seed and buy-box calibration
- Ongoing implementation support from a DealPulse acquisitions lead