AI-driven deal-flow infrastructure
The hosted platform for real estate operators, investors, and dealmakers. Acquisition pipeline with AI deal triage, borrower vault and loan packages, lender deal rooms with engagement telemetry, contractor bidding and draw requests, native e‑sign, and an AI copilot — under your brand, on your own subdomain.
Build everything on the trial. Your brand, your subdomain, your data — exportable anytime.
Intelligence, applied
Every ID, proof of funds, and corporate document that enters your pipeline is screened the moment it arrives — so your team spends its time on deals, not on chasing expired licenses and stale bank letters.
Documents are pre-checked the instant a client attaches them. Wrong document type, expired ID, out-of-date statement — flagged in plain language before submission, so applicants fix problems instead of filing them.
Every submission lands in your operator console with a Red / Amber / Green risk read — names, dates, and amounts cross-checked against the applicant's stated profile and investment range.
The AI extracts; the platform decides. Every expiry and recency judgment is made in code against the calendar — never left to a model's opinion. Flags inform your team. Decisions stay yours.
Platform tour
Generic CRMs make you configure a sales pipeline into something deal-shaped. DealStrand ships the deal machinery itself — follow a deal through the four stages every operator actually works.
The Deal Suite
Not a generic client portal with deal features bolted on — deal-flow machinery built for intermediaries, where confidentiality, disclosure, and compensation are enforced by the platform.
Non-circumvention & non-disclosure signed in-portal with native e-sign — prefilled, completion-tracked, PDF and signature certificate auto-filed to the deal.
Teaser first, full data room after signature. Per-property hard gates mean sensitive deal detail is never one forwarded link away from a stranger.
Signed referral links, agreement-gated introductions, automatic conversion tracking. Your network works your deal flow — on the record.
Claim → approval → transparent client view of percentage, amount, and payout date. The compensation trail lives in the platform, not in email threads.
Multi-step prequalification and identity/funds verification with proof-of-funds gating — the funnel that produced this platform's own AI screening layer.
Passwordless entry, invite chains fired straight from CRM workflows, per-user language. No credentials to reset, no onboarding friction to apologize for.
Integrations
DealStrand is the system of record for your deals — and it doesn't ask you to abandon the tools your firm already runs. Signed webhooks fire the moment anything happens: a deal is created, a stage changes, a bid lands, a draw goes out. Point them at Zapier or Make and that activity flows into thousands of apps, no code required.
Push new deals, stage changes, and closings into the company CRM your team already reports from — Zoho, HubSpot, Pipedrive, Salesforce — so nothing gets retyped and nothing falls out of the pipeline report.
Awarded bids and draw packages carry vendor, amount, and line-item detail — route them to QuickBooks through Zapier and your bookkeeper stops re-keying construction spend from PDFs.
Every payload is signed with HMAC-SHA256 so receiving systems can prove it came from your workspace. Failed deliveries retry automatically, and a delivery log in your dashboard shows exactly what fired, where, and when.
The honest comparison
Generic CRMs and client-portal suites are excellent toolboxes — after weeks of configuration, custom fields, and workflow building. DealStrand ships the real-estate deal machinery itself, working on day one.
| Generic CRM | Client-portal suite | DealStrand | |
|---|---|---|---|
| Real-estate deal pipeline, ready on day one | Build it yourself | Build it yourself | ✓ Included |
| AI packet triage & buy-box scoring | — | — | ✓ Included |
| Borrower vault with document intelligence | — | File storage only | ✓ Included |
| Lender deal rooms with engagement telemetry | — | — | ✓ Included |
| Contractor bid rooms & draw packages | — | — | ✓ Included |
| Native e-sign with NCND / referral / fee agreements | Paid add-on | Paid add-on | ✓ Included |
| AI copilot that reads documents & creates deals | — | — | ✓ Included |
| Connects to your CRM & QuickBooks | ✓ | ✓ | ✓ Signed webhooks + Zapier |
| Per-seat fees for clients, lenders & contractors | Often per-seat | Tiered contacts | Never — invite freely |
| Time from signup to first working deal | Weeks of setup | Days of setup | Minutes |
Already running one of these? Keep it — DealStrand pushes your deal activity into it. See Integrations.
Deployment
Pick your focus — investment & development, sales & brokerage, or advisory — and get a workspace on your own subdomain. Your logo, your palette, your name on every page.
Your workspace arrives ready to work: pipeline boards, borrower vault, fillable document templates, e‑sign agreements, and a fully dressed demo deal so you can try every feature before your first live one.
One operator console: unified inbox, prequal and verification queues, AI screening reads, approvals, and client messaging — while clients get a portal that feels like your firm, not software.
Built by dealmakers
This platform wasn't designed in a sprint planning meeting. It was forged on live deal flow — international real estate, hospitality acquisitions, structured introductions — through more than three hundred production releases. Every edge case it handles is one that actually happened.
Pricing
Every plan starts with a 7-day trial: build everything — pipeline, vault, scopes, documents — and upgrade when you're ready to send. Annual billing saves 20%.
$149/mo
For the solo operator running their first deals through the platform.
$299/mo
For active operators moving multiple deals with lenders and crews in play.
$549/mo
For firms that want the platform to disappear behind their own brand.
AI usage beyond plan allowances is available as metered credit packs — or connect your own AI key. No per-client fees, ever.
Questions, answered
Those are horizontal toolboxes — powerful, but you spend weeks configuring custom fields, pipelines, and automations before they understand a real estate deal. DealStrand ships the deal machinery itself: pipeline with AI triage, borrower vault, lender rooms, contractor bids, draws, e-sign, and a copilot — working the day your workspace is provisioned. And if you already run a CRM, keep it: DealStrand pushes your deal activity into it.
Full build access: create deals, load your borrower vault, build scopes of work, fill documents, and explore every screen with a fully dressed demo deal. Outbound actions — sending lender rooms, e-sign requests, emails, and integrations — unlock when you upgrade. Build everything, send when you're ready.
No. Lenders and contractors work in tokenized deal rooms — a signed link with exactly what they need, no passwords, no signup friction, and no per-seat fees for anyone you invite.
No — and it doesn't try to. DealStrand is the system of record for deals; your books stay in QuickBooks. Awarded bids and draw packages carry vendor, amount, and line-item detail, and webhooks push them to your accounting stack through Zapier so nothing is re-keyed.
Never. The AI extracts and drafts; the platform computes and you decide. Buy-box scores are deterministic math on your criteria, document freshness is checked in code against the calendar, form fills use verbatim workspace values with a human review step, and the copilot creates a deal only after you approve its proposal.
You own it, full stop. Export deals, documents, contacts, and audit logs anytime. Your workspace runs on your own subdomain — or your own domain on the Firm plan — and there are no hostage clauses.
This entire site runs the platform — the portal, the AI screening, the deal suite. Step inside, or let us walk you through it deal-side.