Dealstash is the AI-powered deal operating system for small CRE investment firms. From the first broker email to your full decision history — in one place.
Built by a CRE investor, for CRE investment teams. No credit card required.
When a deal gets killed, the reasoning disappears. When someone leaves the team, the institutional knowledge walks out with them. Six months later you can't remember why you passed, what you underwrote, or who owned it. Meanwhile your inbox has 47 unread OMs and no system to triage them. Dealstash fixes all of it.
Drop in a broker PDF. AI reads it, extracts the deal details, scores it against your criteria, and creates it in your pipeline automatically. No manual data entry.
Every deal gets scored the moment it enters your pipeline. Set your own criteria — location, returns, tenant quality, debt coverage — and get an instant go/no-go score.
Drag deals through your stages. Every team member sees the same view in real time. No more "what stage is that Dallas deal in?"
When a deal dies, log exactly why. Over time this becomes your most valuable dataset — you'll never make the same mistake twice.
Every stage move, kill, note, and file upload is timestamped and attributed automatically. Full audit trail, zero extra work.
Capture your underwriting assumptions at any point. New snapshot on every update — nothing gets overwritten, nothing gets lost.
Already have deals in a spreadsheet? Upload your CSV and AI maps your columns to our schema automatically. Your full pipeline history, imported in minutes.
Know which brokers send your best deals. Link contacts to deals, track source quality, and build a relationship database your whole team can use.
Get a dedicated email address for your firm — brokers send OMs directly to it. AI parses and scores every deal automatically on arrival. Your pipeline builds itself.
You shouldn't need a $50,000 platform to run a professional deal operation.
| Feature | Spreadsheets | DealCloud | Dealstash |
|---|---|---|---|
| AI OM parsing & scoring | ✗ | ✗ | ✓ |
| Built for small teams | ✓ | ✗ | ✓ |
| Under $200/month | ✓ | ✗ | ✓ |
| Full decision history | ✗ | ✓ | ✓ |
| Setup in minutes | ✓ | ✗ | ✓ |
| No implementation fee | ✓ | ✗ | ✓ |
| Firm deal inbox with AI intake | ✗ | ✗ | ✓ coming soon |
I spent three summers interning at CRE firms — property management, commercial development, and net lease underwriting. Every single one had the same problem. Deals tracked in spreadsheets, OMs buried in email threads, and institutional memory that walked out the door whenever someone left. I built Dealstash because I kept watching good firms lose good deals to bad systems. This is the tool I wish those firms had.
— Jack Morgan, Founder
Enterprise CRE software is built for Blackstone. Dealstash is built for the 3–8 person investment team that closes real deals, moves fast, and doesn't have time to implement a $50,000 platform. Same AI capability. Built for your scale.
Get started free →One plan. Everything included. No surprises.
Team
For small investment teams
$149/mo
per firm
No credit card required