Built for small CRE investment teams

Your deal pipeline.
Your decision history.

Dealstash is the operating system for small investment teams. Track deals, log decisions, capture why you passed — and never lose institutional memory again.

No credit card required. 30-day free trial.

Everything your team needs. Nothing you don't.

Kanban Pipeline

Drag deals through your stages. Every team member sees the same view in real time.

Structured Kill Reasons

When a deal dies, log exactly why. Over time this becomes your most valuable dataset.

Decision Log

Every stage move, kill, note, and file upload is timestamped and attributed automatically.

Financial Snapshots

Capture your underwriting assumptions at any point. New snapshot each update — nothing gets overwritten.

OM Upload

Upload a PDF and create a deal in seconds. No manual data entry to get a deal into the pipeline.

Team Workspaces

Each deal has its own workspace — overview, risks, notes, files, and full history.

The spreadsheet isn't your OS. It's your liability.

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. Dealstash fixes that.

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Simple pricing

One plan. Everything included. No surprises.

Team

For small investment teams

$90/mo

per firm

  • Unlimited deals
  • Unlimited team members
  • Full decision log & audit trail
  • Financial snapshots
  • OM upload intake
  • Graveyard & kill reason analytics
Start free for 30 days

No credit card required