Deal Workspace
Your Command Center for Every Deal
Stop juggling spreadsheets, emails, and folders. The Deal Workspace brings everything together—contacts, documents, tasks, and AI insights—in one organized space per deal.
Capabilities
Everything You Need, Per Deal
Each deal gets its own workspace with all the tools you need to manage it from analysis to closing.
Meet Dale - AI Deal Advisor
Your personalized AI creative finance advisor. Chat with Dale to explore seller financing, subject-to deals, and creative strategies tailored to your deal.
- Personalized advice
- Export to PDF
- Extract scenarios
- Extract tasks
Property Intelligence
Enter any address and property data auto-fills. Beds, baths, sq ft, estimated value, monthly rent, and taxes—all without manual entry.
- Address autocomplete
- Auto-enrichment
- Calculator prefill
- Background processing
Top 5 Comps
Instantly see comparable sales from Zillow, Redfin, and Realtor. Get estimated ARV, average price per sqft, and recent sales data.
- Multiple sources
- Estimated ARV
- Price per sqft
- Distance filtering
AI Deal Analysis
Get comprehensive AI-powered analysis on every deal with overall scores, risk levels, opportunity ratings, and actionable recommendations.
- Deal scoring
- Risk assessment
- Opportunity ratings
- Action recommendations
Smart Recommendations
Receive intelligent, stage-aware action recommendations. AI analyzes your deal's current state to suggest priority-ranked next steps.
- Priority-ranked actions
- Stage-aware suggestions
- Timeline awareness
- Deal-context insights
LOI Generator
Generate professional Letters of Intent in minutes. Pre-filled with your deal data, fully customizable, with PDF export ready to send.
- Auto-filled data
- Custom terms
- PDF export
- Professional formatting
Deal Pipeline Management
Track every deal through customizable stages—from analysis to closing. See your entire portfolio at a glance with visual pipeline views.
- Customizable stages
- Visual pipeline
- Status tracking
- Quick filters
Document Vault
Keep all your deal documents organized and accessible. Contracts, inspections, appraisals—everything in one secure location per deal.
- Secure storage
- Organized by deal
- Easy uploads
- Document categories
Contact Management
Never lose track of a deal contact again. Store agents, lenders, contractors, and sellers with notes and contact details.
- Contact profiles
- Role assignments
- Notes & history
- Quick access
Task & Timeline Tracking
Stay on top of deadlines with task management and intelligent timeline tracking. Never miss an inspection, closing date, or follow-up.
- Task checklists
- Due date reminders
- Timeline view
- Milestone tracking
How It Works
From Analysis to Closing in Three Steps
Save Your Deal
Enter an address with autocomplete—property data auto-fills from public records.
Analyze with AI
Get Top 5 Comps, chat with Dale for creative strategies, and run multiple scenarios.
Track to Closing
Manage contacts, docs, and tasks. Get AI recommendations through every stage.
Plans
What's Included in Pro
Try all features free for 7 days.
Frequently Asked Questions
Who is Dale?
Dale is your AI creative finance advisor built into Dealvestor. He helps you explore seller financing, subject-to deals, lease options, and other creative strategies. Dale has a personalized avatar, remembers your conversation history per deal, and can export chats to PDF.
What are Top 5 Comps?
Top 5 Comps provides comparable sales data sourced from Zillow, Redfin, and Realtor. For any property address, you'll see recently sold homes with estimated ARV and average price per square foot to help analyze potential deals.
How do I create a deal workspace?
Simply enter a property address—we'll auto-fill property data using Property Intelligence. Or run any calculator and click "Save Deal" to create a workspace with your calculations already saved.
Can I track deals across different strategies?
Yes! Whether it's a rental, BRRRR, or wholesale deal, each gets its own workspace with the relevant calculator analysis attached.
Is my data secure?
Absolutely. All data is encrypted and stored securely. Your deals, documents, and contacts are only visible to you.
What happens when I upgrade from Free to Pro?
All your existing deals and data are preserved. You'll instantly get access to unlimited deals, Meet Dale, Top 5 Comps, document storage, and all Pro features.
Ready to Organize Your Deals?
Start your 7-day free trial and experience how the Deal Workspace transforms your investment process.