Deal Pipeline Under Control.Execution Accelerated.
Stop tracking deals in spreadsheets and email threads. Our deal tracker gives CRE teams a centralized platform to manage every deal from intake through closing — with workflow automation, approval chains, and real-time pipeline visibility.
Every Stage. Every Detail. Under Control.
Track deals from initial intake through closing with stage-specific workflows, approvals, and documentation. Click any stage to explore its capabilities.
Deal Intake
Capture every potential deal with a structured intake form. Key deal details, property information, and initial assessment are logged from day one.
Stage Capabilities
- Structured deal intake form
- Property and market details
- Initial deal scoring
- Source tracking (broker, direct, etc.)
- Automatic deal numbering
- Team assignment rules
LOI & Negotiation
Manage letter of intent creation, negotiation tracking, and counterparty communication. Version control ensures every revision is tracked.
Stage Capabilities
- LOI template generation
- Term sheet comparison
- Negotiation history log
- Counterparty communication
- Document version control
- Deal term tracking
Due Diligence
Coordinate due diligence activities across legal, finance, and operations teams. Checklists, document requests, and issue tracking in one place.
Stage Capabilities
- DD checklist management
- Document request tracking
- Third-party coordination
- Issue log and resolution
- Deadline management
- Risk flag automation
Investment Committee
Route deals through configurable approval chains. Investment committee members can approve, reject, or request changes via app or email.
Stage Capabilities
- Multi-stage approval chains
- IC presentation materials
- Vote tracking and quorum
- Conditional approvals
- Email-based approvals
- Approval audit trail
Closing & Handoff
Final closing coordination, document execution, and seamless handoff to asset management with complete deal documentation.
Stage Capabilities
- Closing checklist tracking
- Document execution workflow
- Funding coordination
- Asset management handoff
- Post-close documentation
- Deal archive and search
Approvals That Move at Business Speed
Configure approval chains that match your organization. Sequential, parallel, or conditional routing — with the flexibility to approve from anywhere.
Configurable Workflows
Design approval chains that match your organization. Sequential, parallel, or conditional routing based on deal size, type, or region.
Email-Based Actions
Approvers can approve, reject, or request changes directly from email notifications — no login required for quick decisions.
Smart Notifications
Automated alerts for assignments, approvals, rejections, deadlines, and milestones. In-app and email notifications keep everyone aligned.
Re-submission & Restart
Rejected deals can be revised and re-submitted. Deals can restart from any stage with full history preserved.
Every Note. Every Document. In Context.
Deals involve dozens of conversations, documents, and decisions. Our deal tracker keeps everything tied to the deal record — so context is never lost.
Deal Comments
Thread-based comments tied to specific deal stages. @mention teammates for immediate notifications.
Business Notes
Capture investment rationale, market observations, and strategic notes that stay with the deal forever.
Document Management
Upload, organize, and version documents by deal stage. Full-text search across all deal documentation.
Quick Links
Pin important documents, external links, and reference materials for fast access during deal review.
Enterprise-Grade Security. Complete Audit Trail.
Every action, approval, and document change is logged. Role-based access ensures the right people see the right deals.
Role-Based Access
Granular permissions control who can view, edit, approve, or administer each deal.
Audit Trail
Every action, comment, approval, and document change is logged with timestamp and user.
SSO Integration
Azure AD single sign-on with MFA enforcement for enterprise-grade authentication.
Data Isolation
Deal data is isolated by team or region with configurable visibility rules.
Compliance Ready
SOC 2 compliant platform with data residency options and retention policies.
Automated Backups
Continuous backup with point-in-time recovery and disaster recovery support.
Connects to Your Existing Stack
Bidirectional sync with your CRM, property management system, e-signature platform, and analytics tools.
Built on Microsoft 365
No additional licensing required. Leverage your existing Microsoft investment with enterprise-grade scalability.
SharePoint Online
Deal repository & document management
Power Apps
Custom deal forms & mobile access
Power Automate
Workflow automation & notifications
Power BI
Pipeline dashboards & analytics
Azure AD
Identity & access management
Dataverse
Scalable data storage
What Our Clients Say
“Al Rafay Consulting was an outstanding partner in developing our internal pipeline tracker. They took a detailed upfront inventory of the team's existing tools and processes, as well as areas our overall system could improve. ARC was extremely communicative throughout the development process and instrumental in the successful launch.”
Adam Goldblatt
Director, Investments
BioMed Realty
“BioMed Realty engaged ARC 7 years ago originally to kick start an internal SharePoint campaign with the goal of increasing productivity through workflow automation. We've now grown our work with SharePoint into a full blown Business Intelligence platform that has created tremendous efficiency and value for our organization.”
David Hsiao
Senior Vice President, CIO
BioMed Realty
“When we were looking to design and implement our new website, ARC was an invaluable partner. ARC assisted us in selecting a flexible platform and implementing our design ideas into a website that we can easily manage and update as we grow our business.”
Catherine Hastings
Chief Financial Officer
Innovative Industrial Properties
“Al Rafay Consulting went above and beyond to give us the Event Management tool that we needed to take our organization to the next level. Ali and his team developed an events management platform for San Diego Theatres, sat side by side with us while learning our industry and business model, and through it all exhibited patience, collaboration, and resolve to get it done.”
Kelly Bargabos
CFO/COO
San Diego Theatres
“Working with ARC over the past 3 years has been nothing short of exceptional. The team has everything that you would look for in a consultant and then some. A vast knowledge of their core business as well as a hunger to learn new industries and skills has proven to be a critical aspect of our partnership.”
Mark Zikra
Director of Technology
CA Ventures
Frequently Asked Questions
What platforms is the deal tracker built on?
Our deal tracker is built on SharePoint and Power Apps with Power Automate for workflow automation and Power BI for pipeline analytics. This means no additional per-user licensing beyond your existing Microsoft 365 subscription.
Can the deal tracker integrate with our CRM?
Yes. We integrate with Salesforce, Dynamics 365, and other CRMs via Power Automate connectors or custom API integrations — syncing deal data bidirectionally so both systems stay current.
How long does implementation take?
Typical implementations take 6-10 weeks depending on workflow complexity and integration requirements. We handle configuration, data migration, user training, and go-live support.
Can we customize the deal stages and fields?
Absolutely. Every deal stage, form field, approval chain, and notification rule can be customized to match your specific deal process and organizational structure.
Is there mobile access?
Yes. The deal tracker is fully accessible via Power Apps mobile for iOS and Android, allowing deal updates, approvals, and document access from anywhere.
What reporting is available?
Power BI dashboards provide real-time pipeline visibility, stage duration analytics, approval metrics, team performance, and custom reports. All data is exportable for board presentations.
Ready to Accelerate Your Deal Pipeline?
Schedule a personalized demo and see how our deal tracker can streamline your CRE deal execution.
LOI terms look good. Ready to move to due diligence once legal signs off.
Legal review complete. @Michael please proceed with DD kickoff.
DD checklist initiated. Environmental report due Friday.