Platform · every stage in detail
The full acquisitions workflow. One platform. Your model.
Sourcing, underwriting, and closing in one system. The T-12 and the rent roll feed your own Excel model, which stays yours.
Stage 1 · Sourcing & market intel
Where the deal flow lives
Deal sourcing
Every listing, one dashboard
DealPulse connects to major brokerage platforms and syncs listings daily, deduplicated so each property appears once no matter how many brokers list it.
- Continuous sync from major commercial real estate brokers
- Filter by market, units, price, property type, days on market
- One-click Add to Pipeline, pre-filled 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
illustrative — your data, your model
Maps and analytics
Maps, market data, and broker activity
Interactive maps, submarket demographics, and portfolio analytics put a listing in the context of its market and of the brokers trading it.
- Interactive maps with clustering by market
- Submarket demographics and market indicators
- Submarket briefs grounded in live market data
- Portfolio analytics: active deals, aging, median time to LOI, pipeline value
- Broker leaderboards by units and by deal count
- Saved views and property alerts across the deal log and the pipeline
Stage 2 · Underwriting
From document to your model
AI analysis
From broker document to structured line items
Upload a broker OM, financials, or a rent roll. DealPulse extracts, classifies, and structures the numbers so your analysts review and confirm rather than transcribe.
- Financial statement extraction with standardized classification
- Rent roll parsing by unit type, with occupancy and lease terms
- Documents auto-routed into 16 system folders (appraisal, market study, lease, Phase I, tax, insurance)
- One OM upload creates the asset, the pipeline deal, the 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
illustrative — your data, your model
Investment Summary
A 1-page deal snapshot with cited findings
DealPulse reads every document in the deal room and produces a one-page overview: snapshot, property profile, submarket and demand, the seller's business plan, and what the document room is still missing. Every claim cites its source document.
- Snapshot strip of key facts, each cited to the OM page
- Document Room view: what we found, what is still missing
- No verdict and no financial analysis; that is the IC memo’s job
- Refreshes 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]
illustrative — your data, your model
Rent comps
In-place rent comps, with sources
Comparable rents for every deal, as-is, auto-filtered by submarket, asset type, and quality tier. Each comp carries its source and a confidence score, so an analyst can stress the assumption.
- In-place rents for the existing offer
- Methodology, quality tier, and source disclosed on every comp
IN-PLACE RENT COMPS
| Comp | Class | In-place | Conf. |
|---|---|---|---|
| Park Glen | B | $1.42 | 0.92 |
| Cedar Bend | B+ | $1.51 | 0.88 |
| Trinity Mills | B | $1.39 | 0.84 |
| Highland Row | B- | $1.31 | 0.79 |
East Austin submarket · source + methodology on every comp · $/SF
illustrative — your data, your model
Bring your own model
DealPulse plugs into your model. It doesn't replace it.
Structured T-12 and rent roll data lands in your existing Excel workbook through workbook-level named ranges. Fixed row layouts mean your formulas survive every re-export.
- Your model, your formulas, and your assumptions stay untouched
- Custom named ranges plug structured data into your existing cells
- Fixed row layout: the same category always at the same row, financials and rent roll on separate sheets
- Two-way sync through 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
illustrative — your data, your model
Stage 3 · Closing & relationships
What leaves your firm
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.
- IC memo (DOCX) with toggleable and firm-specific sections
- Pitch deck (PPTX) built from deal data for investor or broker audiences
- LOI with your buyer entity, authorized signor, and footer text
- Brand assets scoped to your account: colors, logo, watermark, signature, email signoff
- Draft, publish, and roll back templates, with an audit trail on every change
Pipeline & CRM
One pipeline, and every counter-party on it
Deals move across a Kanban pipeline while every counter-party stays attached to the asset. A firm-wide Follow-Ups inbox and a CRM dashboard keep the next action visible.
- 6 pipeline stages with drag-and-drop, threaded comments, and @mentions
- 10 counter-party roles tracked per asset
- Follow-Ups inbox: due dates, assignees, email and bell notifications
- CRM dashboard: open follow-ups, stale relationships, missing key roles
- Buy box matching, AI meeting prep, and 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
illustrative — your data, your model
Excel add-in AppSource certified
Distributed through the procurement path your IT team already uses.
The DealPulse Excel Add-in is certified on Microsoft AppSource and distributed through it — the same enterprise app marketplace your IT team already uses to vet Microsoft 365 add-ins.
- Microsoft 365 publisher attestation on file
- Distribution through Microsoft AppSource
- Standard Microsoft 365 procurement path
Implementation
A CRE-experienced partner, not a ticket queue.
Every DealPulse implementation pairs your team with a lead who knows CRE acquisitions. We migrate your existing pipeline, connect your underwriting model, and stay engaged through onboarding until real deals are flowing.
- Data migration from your existing spreadsheets or CRM
- Model integration session with your underwriting lead
- Broker CRM seed and buy-box calibration
More integrations are planned; if your firm relies on a specific CRM, VDR, or market-data provider, we want to hear about it. A demo runs on properties in your own target markets.
Book a demo