Quick Snapshot

Dealpath portfolio dashboard showing pipeline metrics and investment performance.
The portfolio dashboard unified deal metrics so investment teams could gauge pipeline health at a glance.

Mandate / Opportunity / Problem Scope

Dealpath is the real estate industry’s command center for cloud-based deal management, trusted to support more than $10T in transactions. The product mandate centered on accelerating customer acquisition and retention by expanding collaboration, analytics, and workflow capabilities that keep investment teams operating on a single source of truth.

What I Led / Delivered / Highlights

Dealpath intelligent search experience filtering deals and documents.
Intelligent search expanded signal discovery across vast document stores and deal histories.
Automated Dealpath reporting interface scheduling recurring email summaries.
Automated reporting kept executives informed through scheduled summaries without leaving email.
Dealpath workflow board illustrating tasks assigned across an investment team.
Collaborative task management aligned cross-functional teammates on closing responsibilities.

Impact / Lasting Value / Takeaway

The feature waves I led deepened customer engagement and confidence in Dealpath’s platform, reinforcing its positioning as the productivity backbone for investment teams that see 25% more deals evaluated and 50% higher weekly output on the system. Close collaboration with customers and go-to-market stakeholders ensured launches landed smoothly and kept the platform sticky across a fast-growing enterprise base.