Real estate investment management software

Interested in our newsletter curated for real estate professionals?

Subscribe now

Interested in our newsletter curated for real estate professionals?

Today’s real estate investors and operators will accept nothing less than a sophisticated and technology-driven strategy for deploying capital. They require a complete, purpose-built real estate investor CRM that meets the unique needs of CRE investment teams ― regardless of their structure, size, and specialties.


To its core, DealCloud believes that every investment opportunity is unique, and that the teams who execute on it should have a fully configurable, unified technology platform to act as the central hub for relationship intelligence. Equipped with transaction workflow capabilities and team collaboration functionalities, DealCloud’s platform offers a state-of-the-art deal and relationship management system for real estate professionals.


DealCloud is not just a CRM, but a platform that flexes to meet the complex needs of modern real estate investment managers. With a sleek and intuitive design, DealCloud can be accessed via mobile app, browser, or email, making it easy for on-the-go dealmakers to execute. Our software also comes equipped with interactive mapping tools which make it easier for real estate investment managers to focus on driving returns across properties in many geographical locations. These dashboards serve as an all-in-one location for the key demographic, occupancy, and area development data that real estate investors need to develop investment theses, originate deals, and ultimately execute on transactions.

Schedule a demo

Real estate
investment trusts (REITs)

Learn more >

Real estate
fund management

Learn more >

Real estate operations

Learn more >

From strategy to execution

Purpose-built real estate investment software designed to help derive value in every transaction, the DealCloud real estate deal and relationship management platform is fully configurable and flexible. When time is of the essence, real estate investment managers don’t have time to hunt around for the latest information. Because DealCloud centralizes all data in one place, real estate dealmakers can sort, navigate, and pull exactly the data they need in a matter of seconds. This drives efficiency across the entire organization and helps ensure that the firm’s goals and targets are met.


Best-in-class real estate professionals leverage DealCloud’s real estate investor CRM software for the following:


  • Centralized deal information
  • Pipeline management
  • Business development activity tracking
  • Due-diligence collaboration
  • Task management and tracking
  • Fundraising and IR
  • Property and portfolio analysis
  • Travel planning
  • Deal and legal document management

Real estate investment software features and solutions

With so much of their time spent hands-on in their properties, real estate investors need to have current, accurate data available to inform their decisions and stay on top of market demands. That’s why DealCloud offers IC formats, dashboards, and market-leading reporting. Within each deal, operators can see their entire pipeline’s analytics, create business processes, and develop a tailored knowledge base. All that data is automatically culled and configured based on personal preferences. With smart tech, operators can keep investors apprised of every update via a tailored interface.


DealCloud also offers real estate investors a 360-degree view of the entire portfolio. With our software, dealmakers can easily sort and segment data with out-of-the-box reporting and data visualization tools on both mobile and desktop. DealCloud identifies high-value actions needed to increase performance and allows real estate investors to generate portfolio, financial, and loan reports in minutes, keeping institutional investors satisfied.


The reality is that real estate investors process an extraordinary amount of information and documents on a daily basis, and have countless meetings, emails, and phone calls. By leveraging DealCloud’s platform, these dealmakers can transform day-to-day activities into business development opportunities. The solution was built by investors, for investors, and therefore enables dealmakers to execute and report on deals more efficiently.

Solution overview


With the increasingly complex nature of relationships in the capital markets, Rolodexes, spreadsheets, and industry-agnostic CRMs are no longer the best tools for the job. DealCloud’s industry-specific platform centralizes communication and relationship data and helps real estate investment management firms transform day-to-day activities into actionable relationship intelligence.

Business development

To succeed, real estate investors must embrace the role of technology in drumming up new opportunities. DealCloud’s real estate software provides business development professionals with all the tools they need to originate the platform and add-on deals with ease.

Pipeline management

DealCloud’s vertical-specific technology was designed to handle the nuances of complex transactions with many participants. Our real estate software helps firms transform the way they approach, track, and accelerate deals as they move through every stage in the pipeline, from origination to execution.

Actionable data

Real estate firms need to maintain visibility on every corner of the market in order to compete. That’s why we created DataCortex, an integrated data solution that allows dealmakers to manage proprietary and third-party data in one unified platform, empowering them to transform that data into institutional knowledge.


DealCloud’s integrated marketing solution, Dispatch, allows real estate investment management firms to deploy marketing campaigns with ease. Email campaign activity, performance metrics, and analytics are found within your existing DealCloud platform, which makes it easy for dealmakers to originate deals, share updates on the firm, and gather a full and transparent view of every relationship.

Reporting and analytics

Gone are the days of investor relations and fundraising teams and LP data being siloed. Best-in-class real estate investment management firms are operationalizing their IR efforts in the same platform where all deals and relationships are centrally managed, bringing all of the firm’s data and mandates together in one single source of truth.

Contact our team of skilled and experienced implementation specialists to schedule your real estate investment software demo.

Contact us

Want to learn more about our solutions for real estate investors?

Download our one-pager.


Ready for a CRM that’s purpose-built for real estate?


Despite careful consideration and planning, most capital markets firms struggle to implement a CRM solution in a way that serves the firm’s needs. Many firms store vital data in unorganized or unoptimized systems. In fact, countless deal professionals find themselves wasting time on manual data entry or repetitive pipeline updates as they happen.

If this sounds familiar, it may be time to reconsider your current CRM selection and pipeline management process.

The good news is, you’re not alone. With countless CRM migrations under our belt, we have the expertise to craft a strategy for optimizing your CRM using just a few pieces of information about your firm’s size, data, reporting needs, and workflow.


Take the assessment




  • Capital is deployed more efficiently
  • Deals can be tracked more completely
  • Deals are closed faster

  • Compliance and risk are more easily managed
  • Closing costs are reduced
  • Market knowledge is centralized and insitutionalized

DealCloud differentiators

Modern real estate transaction managers not only understand the importance of a deal management system, but a CRM that tracks all their critical relationships. Key amongst those relationships, from a deal sourcing and origination perspective, is that with their brokers.


DealCloud helps teams understand which brokers are bringing them the best deals and tiers out those relationships so teams can easily be reminded to reach out on a specific cadence. Firms can track both their “firm to brokerage” as well as “firm to broker” relationships so they can see the history of their exchanges even if the broker moves on to another firm. This arms them with quantifiable data and the ability to keep those sourcing channels honest by understanding not only how many deals they brought, but how many actually closed and which are yielding the best IRRs, Equity Multiples, etc.

Schedule a demo of the best real estate investment software

Are you looking to learn more about DealCloud’s unique CRM, built for real estate investment firms? Schedule a demo today to speak with our team of experts. They’ll provide you with important information regarding DealCloud’s core capabilities, data partners, client success stories, and much more. Even large, complex real estate investment management firms are in good hands with DealCloud. By scheduling a demo, you can also get access to details regarding our world-class security, storage, and cloud infrastructure. With these details, along with a hands-on look at our software in action at real estate firms, you will quickly learn the key differentiators between DealCloud and other, less powerful CRM providers.


Get a conversation started with our team today to learn more about our real estate clients, subscription pricing, thorough implementation processes, and training programs.


“We process an extraordinary amount of documents, and have countless meetings, emails, and phone calls. We leverage DealCloud to help us turn our day-to-day activities into business development opportunities, and the solution helps us execute and report on deals more efficiently.”

Anthony Mariano

“We led a competitive selection process with various PE and Real Estate CRM providers. As we moved through the process, it became increasingly evident that DealCloud would provide the most value-add to our fundraising process from Day 1. Additionally, we believe that the deal management component will provide improved tools for helping us to evaluate new real estate opportunities and to manage our existing portfolio.”

Jason Claro

“Prior to DealCloud, our investments team relied on a cumbersome Excel database to track thousands of potential deals across the United States. With DealCloud’s cloud-based solution and mobile application, team members can conveniently access information any time and any place, which has meaningfully enhanced our communication and efficiency, particularly when out of the office.”

Jordan Fried

“Technology that allows individuals within our company to connect efficiently is critical to our long-term success, particularly given the current environment. DealCloud’s comprehensive platform complements Ignite’s ability to provide best-in-class service to our investors.”

Nili Jaisinghani

“We pride ourselves on the reputation we have built in the market backed by our surety to close on deals. At Sealy, we have built a strong culture of innovation, and we utilize cutting-edge and easy-to-use systems that manage risk, create efficiencies, and promote transparency. DealCloud was a natural fit for our operating platform.”

Mark Sealy

“Pennybacker employs a data-driven strategy to inform our decisions and drive investments. DealCloud’s adaptable capabilities have allowed us to organize and efficiently derive value from the data of our day-to-day activities and have enhanced our collaboration across the firm.”

Michael O’Malley

Schedule a demo