Deal memory + underwriting for CRE teams

Your firm's deal memory,
finally organized.

From broker OM to reviewed assumptions and an IC-ready decision. Every deal your firm touches becomes searchable, comparable institutional memory.

Start free — no credit cardExplore interactive demo

Deal Memory from $149 / mo · Underwriting Pro in private beta

Live pipeline
4810 Gaston Ave
12 units · $1.05M
Review
Oak Cliff 24-Unit
24 units · $2.1M
LOI
Garland Flats
8 units · $680K
Killed
AI score
82
Passes buy box ✓
Cap 6.2% · Ask $1.05M · MF
AI analyst
Why do Dallas deals keep failing?
9 of 14 Dallas deals killed for sub-6% cap rates. Asking prices up ~18% since Q3.
Similar deals found — 3 matches
Garland 10-Unit
2024 · Score 61
Killed
Mesquite 8-Unit
2024 · Score 58
Killed
Oak Cliff 12
2023 · Score 79
Advanced
Acquisition teamsPrivate equityFamily officesIndependent sponsors
“The value is not another pipeline. It is remembering why every deal lived or died before the next OM hits the inbox.”
CRE acquisitions operator · Dallas multifamily
How it works

From broker email to IC decision. One continuous record.

The model, evidence, approvals, and outcome stay connected—so the next deal starts with everything your firm already knows.

01
OM Arrives
Broker sends to your firm inbox
02
Auto-Parsed
Address, NOI, cap rate, price extracted instantly
03
Quick Pencil
Deterministic downside, base, and upside cases run instantly
04
Evidence Reviewed
Document facts are cited, reconciled, and approved by your team
05
IC Package
Sensitivity tables, risks, and a sourced memo stay together
06
Firm Learns
Decisions and corrections improve the next deal review
Product demo

See it in action.

Every feature, right here.

Dealstash — Demo
Your Firm Deal Inbox
cornerstone@getdealstash.com

Forward broker OMs here. Dealstash parses, scores, and adds them to your pipeline automatically.

3Recent emails
12Processed this month
0Needs attention
Recent Intake
Marcus Webb · CBRE
4810 Gaston Ave — Dallas, TX
2 min ago
Parsed ✓
Jennifer Liu · JLL
Oak Cliff Portfolio
1 hr ago
Scoring...
David Park · Newmark
Plano Industrial Pack
3 hr ago
Queued
Underwriting Pro

A model your team can inspect. Not a black box.

Dealstash connects cited document facts, firm memory, deterministic returns, and human approvals in one reviewable underwriting room.

4810 Gaston Ave · Underwriting room
Review required
5 complete · 3 reviewPreflight finished — analyst action required
3 flagged
01
Deal intake

7 core fields prepared

Complete
02
Document inventory

4 source documents indexed

Complete
03
Financial baseline

Quick Pencil linked

Complete
04
Comparable memory

8 firm deals found

Complete
05
Assumption gaps

3 inputs need approval

Review
06
Risk review

Narrative needs approval

Review
07
Scenario summary

Three cases reconciled

Complete
08
IC readiness

2 items block readiness

Review
01Deterministic math

AI extracts and organizes. The financial model calculates.

02Cited evidence

Material inputs point back to the document and page.

03Human approval

No inferred assumption silently becomes underwriting truth.

04Versioned decisions

Every run, revision, and IC output remains reproducible.

Features

Everything your acquisitions team needs. Nothing it doesn't.

Built specifically for 2–15 person CRE firms. Not watered-down enterprise software.

📋
Deal Pipeline
Kanban-style pipeline with custom stages. Every live deal at a glance — who owns it, where it stands, what's next.
4810 Gaston Ave — Dallas, TX
12 units · $1.05M · Cap 6.2%
Initial Review
Oak Cliff 24-Unit — Dallas, TX
24 units · $2.1M · Cap 5.8%
LOI Submitted
Garland Flats — Garland, TX
8 units · $680K · Cap 5.1%
Killed
🤖
AI Analyst
Ask your firm's entire deal history anything. Instant recall across every deal you've ever reviewed.
Why do Dallas deals keep failing our buy box?
Of 14 Dallas deals reviewed, 9 were killed for sub-6% cap rates. Asking prices in East Dallas rose ~18% since Q3 — same assets now trade at a premium to your model.
How many deals from this broker?
5 deals from Marcus Webb at CBRE. 1 advanced to LOI. 4 killed — 2 on price, 1 deferred maintenance, 1 tenant rollover. Avg score: 67.
🪦
Deal Graveyard
Every deal you've killed, with the exact reason. Searchable forever.
Cap rate below threshold12
Tenant rollover risk7
Deferred maintenance4
Seller retrade3
🔍
Similar Deals
See what you did with comparable assets before making the call on a new one.
Garland 10-UnitKilled
Mesquite 8-UnitKilled
Oak Cliff 12-UnitAdvanced
↻
Learning Loops
Approved corrections, partner decisions, and firm rules become context for the next review—without silently rewriting historical records.
Analyst correction→Partner approval→Firm memory→Next deal
⌁
Decision Graph
Connect every property, broker, source, assumption, underwrite, and outcome into one firm-scoped record.
Security

Built for confidential deal flow.

Encrypted in transit

Deal data moves over HTTPS/TLS. Production access is limited to authenticated users.

Firm-scoped records

Pipeline, graveyard, contacts, and import data are scoped to your firm workspace.

Operational controls

Billing, onboarding, and critical endpoints fail closed and are covered by automated checks.

Pricing

Pay for a finished workflow. Not token math.

Start with permanent deal memory. Add reviewable underwriting when your team is ready.

Deal Memory
$149
per firm · per month

The operating memory for a focused acquisitions team.

  • Firm inbox, OM parsing, and pipeline
  • Buy-box scoring and decision history
  • Graveyard, similar deals, and contacts
  • AI Analyst grounded in firm records
  • Learning loops and approved firm rules
  • Unlimited deals
Start 30-day free trial →
Private beta
Underwriting Pro
$399
per firm · per month

Evidence-backed underwriting from first pencil to IC package.

  • Everything in Deal Memory
  • Unlimited deterministic Quick Pencils
  • 25 completed Full Underwrites / month
  • Two included revisions per underwrite
  • Cited document extraction and approvals
  • Sensitivity tables and IC memo PDF
Request beta access →

Full Underwrites count only when completed. Failed or canceled runs do not use the allowance. Provider usage is never exposed as customer-facing tokens.

FAQ

Common questions

Your firm sees hundreds of deals.
Start remembering all of them.

The longer you use Dealstash, the smarter your firm gets. Every deal logged is institutional knowledge your team keeps forever.

Start free — no credit card required

$149/mo after trial · Cancel anytime