--- description: Review of Dealpath Software: system overview, features, price and cost information. Get free demos and compare to similar programs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Dealpath | Reviews, Pricing & Demos - SoftwareAdvice GB --- Breadcrumb: [Home](/) > [Commercial Loan Software](/directory/4758/commercial-loan-software/software) > [Dealpath](/software/417031/dealpath) # Dealpath Canonical: https://www.softwareadvice.co.uk/software/417031/dealpath Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.uk/software/417031/dealpath?page=2) > Dealpath is a cloud-based deal management platform. It is designed for corporate development, venture capital, and private equity professionals. Dealpath offers key features for managing the deal lifecycle in one place. It provides deal tracking, document management, task management, and reporting tools. Integrations with Dropbox, Box, and Google Drive allow users to ingest documents into the platform automatically. Dealpath also offers implementation services to help clients configure the software to match their unique deal workflow and processes. The Dealpath platform can be deployed through the cloud and accessed via web browser or mobile app. Dealpath provides onboarding, training, and ongoing support to help clients maximize the value from the software. Regular product updates are released to enhance functionality continually. > > Verdict: Rated **4.5/5** by 22 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.5/5** | 22 Reviews | | Ease of Use | 4.3/5 | Based on overall reviews | | Customer Support | 4.7/5 | Based on overall reviews | | Value for Money | 4.4/5 | Based on overall reviews | | Features | 4.3/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: Dealpath - **Location**: San Francisco, US - **Founded**: 2014 ## Commercial Context - **Starting Price**: US$0.01 - **Pricing model**: Per Feature - **Pricing Details**: Dealpath offers three subscription package levels: Growth, Professional, and Enterprise. Contact Dealpath for pricing information. - **Target Audience**: 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Canada, United States ## Features - API - Access Controls/Permissions - Activity Dashboard - Activity Tracking - Ad hoc Reporting - Alerts/Notifications - Approval Process Control - Business Process Automation - Calendar Management - Cash Flow Analysis - Collaboration Tools - Commenting/Notes - Compliance Tracking - Contact Management - Critical Date Alerts - Customisable Dashboard - Customisable Reports - Customizable Fields - Data Import/Export - Data Management ## Integrations (6 total) - Box - CompStak Enterprise - Dropbox Business - Microsoft Outlook - Okta - OneLogin ## Support Options - Email/Help Desk - Knowledge Base - Phone Support ## Category - [Commercial Loan Software](https://www.softwareadvice.co.uk/directory/4758/commercial-loan-software/software) ## Related Categories - [Commercial Loan Software](https://www.softwareadvice.co.uk/directory/4758/commercial-loan-software/software) - [Business Performance Management Software](https://www.softwareadvice.co.uk/directory/4579/business-performance-management/software) - [Estate Agency Software](https://www.softwareadvice.co.uk/directory/4169/real-estate-agency/software) - [Real Estate CRM Software](https://www.softwareadvice.co.uk/directory/338/real-estate-crm/software) - [Loan Origination Software](https://www.softwareadvice.co.uk/directory/4557/loan-origination/software) ## Alternatives 1. 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[Sisu](https://www.softwareadvice.co.uk/software/307023/sisu-suite) — 4.8/5 (48 reviews) ## Reviews ### "Dealpath is an incredible tool for Deal Management" — 5.0/5 > **Timothy** | *15 November 2023* | Real Estate | Recommendation rating: 9.0/10 > > **Pros**: - task management - workflow management on an individual level (e.g. seeing upcoming tasks for the week across all my live deals, regardless of status/timeline) - macro-level deal flow reporting (sending reports of all our deals nationally and a quick snapshot of the progress of each deal) - the ability of the Dealpath team to work with us on features and improvements; I feel like they really listen to our teams' feedback and wish lists, no matter how ridiculous - ease of control over what collaborators can see/use within the system > > **Cons**: - lack of ability to backfill historical data (though this is hopefully coming soon for us) - Trying to design tools between either deal or property level. We have teams that operate on both levels, and trying to pull information into reports when data isn't stored at the same level can be annoying. Even though it is more a matter of trying to predict future needs than anything else, it still can be frustrating to try and implement improvements and run into this problem (though it doesn't happen as much anymore) - lack of customization in reporting exports, though I understand why this is not a feature ----- ### "Works well, small improvements can be made" — 4.0/5 > **Nathaniel** | *18 October 2023* | Real Estate | Recommendation rating: 7.0/10 > > **Pros**: The product is easy enough to use and has good flexibility for admins to create various dashboards and views for the team to utilize. Any number of tasks or sections can be created and can help organize workflow. The deal information section is also helpful for team members to quickly access and use the data we have on hand quickly. > > **Cons**: It would be helpful to be able to navigate around the deal and still come back to a task that I was writing a comment for to still have the comment there rather than deleting everything the moment I misclick outside the box. Dislike how there isn't just an easy override button for the deal info section when there is more than one building and if DDI doesn't catch it, I have to specifically input the acres or SF or any other information building by building. The challenging part is when it's a contiguous parcel and I don't know the breakdown. Also not being able to keep tasks open and still go into the deal info section of the same deal. Sometimes I need to refer to the deal info section. The current way of manually putting in one section to pull at a time just takes too much time when all the information is just the next section over. Also, would be nice to be able to access the deal that I'm working on from the assignments area. It's helpful that the assignments section organizes my due assignments but can be annoying to have to open a second tab in order to look up other details about the deal. Please add a function to look into to the deal. > > Overall, it's been pleasant and convenient to organize and track my progress with my work. Some small annoying issues but otherwise it's been helpful. ----- ### "Vie President" — 1.0/5 > **Sarah** | *9 December 2025* | Commercial Real Estate | Recommendation rating: 0.0/10 > > **Pros**: They really need to roll out an extensive trial period so people can see and experience this for themselves as this tool does not work. > > **Cons**: Setting up this interface takes a long time. And it happen on our dime not dealpaths as they start billing even before the system is setup. Extremely cumbersome interface requiring the teams to manually input all the information. The interface has significantly increased workloads, as team members now have to manually import data from our systems into Dealpath. Does not integrate with other software upstream like procore / yardi. ----- ### "Construction Lender's Review" — 5.0/5 > **Brian** | *18 October 2023* | Real Estate | Recommendation rating: 7.0/10 > > **Pros**: Dealpath is great for transaction management and organizing critical dates/tasks. We structure our pipeline meetings directly from the reporting dashboards and are starting to work on creating investment committee memos directly from Dealpath inputs. The customer service is top-notch and are overall excited about utilizing Dealpath more in our daily business activities. > > **Cons**: There are a ton of limitations on Dealpath which seem like easy fixes, but we need more customization and formatting when it comes to info view pages and reporting dashboards. We need more dynamic info fields and ability to do mass uploads. ----- ### "Great tool for CRE deal managers" — 5.0/5 > **Ivan** | *18 October 2023* | Real Estate | Recommendation rating: 9.0/10 > > **Pros**: Once set up, the platform is intuitive for all users including ones that do not have as much experience with Dealpath. All the information is laid out in one place and reports can be auto-generated weekly. The Dealpath team is constantly upgrading the platform with monthly updates which provide more tools for CRE deal managers to improve efficiency. > > **Cons**: Building out the initial setup was time consuming and tedious but sounds like Dealpath has made improvements to facilitate that process since we adopted the platform. > > Dealpath is a great product that our team uses extensively. In addition to managing our deal pipeline, our team can build out custom screens for the asset management of our properties. The Dealpath customer success team is attentive and has played a key role in the successful deployment of the platform. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.uk/software/417031/dealpath?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.uk/software/417031/dealpath) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data