PropTech / CRE SaaS

DealPipe

AI-Native CRE SaaS — Deal Pipeline, Fund Operations & Embedded Voice Assistant for Acquisitions Teams

DashboardMulti-tenantAI VoiceNext.jsTypeScript

Role

Full-stack PropTech SaaS development — AI voice integration, multi-tenant architecture, CRE-specific workflows (treasury, cap calls, NAV, deal pipeline), and role-based dashboards.

DealPipe — AI-Native CRE SaaS — Deal Pipeline, Fund Operations & Embedded Voice Assistant for Acquisitions Teams

The challenge

CRE acquisition teams run deal pipelines, treasury operations, and portfolio analysis across fragmented legacy tools — most CRE platforms still have 2010-era UIs and zero AI augmentation. DealPipe had to consolidate treasury, cap calls, portfolio NAV, deal pipeline, and business plans into a single multi-tenant SaaS with a conversion-grade UI and an embedded AI voice assistant for natural-language queries — built on the AI-native pattern premium clients are paying $200K+ for in 2026.

The approach

Built DealPipe as a full-stack AI-native multi-tenant SaaS on Next.js with role-based access (Acquisitions Principal, Analyst, Admin), an embedded voice assistant (DealPipe AI · Voice) for natural-language portfolio and pipeline queries, treasury dashboard linked to fund operating accounts, deal pipeline with cap calls and inflow tracking, portfolio NAV visualization with growth-rate signals, and business-plan workflows (underwriting, asset reports, team management). Consolidates CRE workflows that typically span 4-5 legacy tools.

Key outcomes

AI-native multi-tenant SaaS for CRE — embedded voice assistant (DealPipe AI · Voice) for natural-language portfolio and pipeline queries
Deal pipeline with treasury, fund operations, cap calls, and portfolio NAV tracking across deal stages
Role-based access for Acquisitions Principal, Analyst, and Admin personas, with per-tenant fund operating accounts
Business-plan surfaces — underwriting, asset reports, team management — alongside an activity manager and annual profit visualization
Conversion-grade UI in a category dominated by 2010-era incumbent tools