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Manage your deal flow and investments, track your pipeline and portfolio with workflows and reporting tools.
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Screen new targets, automate due diligence processes and seamlessly execute post-transaction integration.
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Track new opportunities for impact investments and keep a system of record for industry standard impact metrics.
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Intake new client matters, utilize multiple transactions workflows for efficient practice management.
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Built for real estate brokerages and agents to track clients and efficient matching with residential and commercial properties.