Compare editions
Everything each edition does, side by side.
Both editions run on the same workspace: one record per deal, documents filled from it, AI review, calculators and portals under your brand. Investment & Development adds the execution layer for owning, financing, building and holding property. Advisory adds the controls for the person in the middle: seller mandates, intermediaries and fee agreements, staged disclosure, qualification and the introduction record.
IncludedNot in this editionProfessional & FirmPlan required
| Feature | Investment & Developmentfrom $249 / monthExplore → | Advisoryfrom $149 / monthExplore → |
|---|---|---|
| Who it's for | ||
| Built for | Principals, sponsors, developers, operators and independent investors who buy, finance, build and hold | Independent advisors, consultants, mediators, deal facilitators, business brokers and small agencies |
| Your role in the deal | You own the deal | You bring the parties together |
| Shared workspace core | ||
| Deal records with contacts, documents and next steps on one record | ||
| Pipeline with stages, tasks and follow-ups | ||
| Web intake forms that feed your pipeline | ||
| CSV contact import: match columns, preview every row, confirm before saving | ||
| Documents filled from the record, every field reviewed by you | ||
| Email and sharing from the workspace (on an active plan) | ||
| Coordinator: message one person or a selected group, kept with the record | ||
| Teaser or full listing PDF generated from the record | ||
| Teaser or full access, set per contact | ||
| Portals under your brand: each party sees only what you release | ||
| Native e-sign, delivery recorded on the deal | Professional & Firm | Professional & Firm |
| Outbound signed webhooks to Zapier or Make (HubSpot, Zoho, Pipedrive, Salesforce, Follow Up Boss, Google Sheets, Slack) | Professional & Firm | Professional & Firm |
| AI and calculators | ||
| AI document review: key facts extracted, gaps and contradictions flagged, plain summary on the record | ||
| Rent roll and T-12 cross-check | ||
| Ask the AI about any deal or mandate from anywhere in the workspace | ||
| Workspace Copilot on your plan's monthly AI credits | ||
| Use your own AI provider key (billed by your provider) | ||
| Connect ChatGPT or Claude with your own account; you set permissions, approve every message; it can't pay, sign or delete | ||
| Every AI read, flag and change logged | ||
| Financing calculators: loan payment, balloon balance, bridge loan cost, DSCR | ||
| Income and valuation: NOI, cap rate, implied value, debt yield | ||
| Cash returns: cash invested, annual cash flow, cash-on-cash | ||
| Sourcing and screening | ||
| Buy box: asset type, markets, size, price band, target yield or cap rate, leverage | ||
| Opportunities scored against your buy box: worth a look, pass, or numbers don't agree | ||
| Broker email forwarded in becomes a scored opportunity awaiting your approval | ||
| Offering memorandum read on arrival: price, units, NOI, cap rate, unit mix on the record | ||
| Mandate intake by web form, import or by hand | ||
| Mandate review status: Needs review, Reviewed, Re-analysis needed | ||
| Qualification and disclosure | ||
| Identity, proof-of-funds status and intent kept on the contact | ||
| Gatekeeper: buyers enter through your forms; evidence collected before sensitive details | ||
| Staged disclosure: teaser first, signed NCND, then full access when you decide | ||
| Disclosure Desk: teasers and listings without handing over the whole file | ||
| Agreements and documents | ||
| NCND, referral and fee documents | ||
| Letters of intent | ||
| Loan submission package | ||
| Personal financial statements, bid sheets, draw packages | ||
| Engagement terms and success-fee agreement, ready before the first call | ||
| Mandate confirmations and KYC | ||
| Fill a scanned form from a lawyer or bank with data already in your workspace | ||
| Financing (Investment & Development) | ||
| Borrower vault that keeps your financials current | ||
| Loan packages assembled from the vault | ||
| Lender rooms showing who opened what shared on an active plan | ||
| Lender Desk: lenders review the package, submit terms, request missing documents | ||
| Construction and execution (Investment & Development) | ||
| Contractor bid rooms | ||
| Scope-of-work engine | ||
| Contractor Desk: scopes, bids, awarded work, invoices and photos per item | ||
| Draw packages with invoices and photos attached for the lender's release | ||
| Asset operations (Investment & Development) | ||
| Asset stages after closing: onboarding, financial audit, capital planning, renovations, leasing, stabilisation, refinance or hold | ||
| Required tasks at every asset stage | ||
| Portfolio in one view | ||
| Investor and client access to the properties that concern them | ||
| Sellers, intermediaries and fees (Advisory) | ||
| Sell-side and buy-side mandates and listing agreements, signed before you go to market | ||
| Intermediaries declare who they act for: exclusive listing broker, co-broker, owner's representative or deal source | ||
| Mandate proof checked on submission: the AI reads the listing agreement's names and dates; the opportunity stays private until the proof is on file, the owner named and you approve | ||
| Co-broker agreements with the split set per deal | ||
| Referral fee set per agreement; commission share where the partner's licence is on file | ||
| Partner qualification you decide, with fee claims tracked to close | ||
| Introductions and closing (Advisory) | ||
| Timestamped introduction record: who was introduced, to whom, when, under which agreement | ||
| Signed NCND, referral agreement and introduction notes kept with the mandate | ||
| Introduction Desk: referral partners and co-brokers work inside the mandate with their signed agreement and agreed fee | ||
| Opportunity Desk: partners present listings and buyer needs inside their portal, into your review queue | ||
| Client Desk: the sellers and buyers you represent see only the mandates and documents that concern them | ||
| Offers and closing tasks on the same record | ||
| Engagement terms, fee agreement and introduction record in one file, ready for your invoice | ||
| Plans and limits (Operator / Professional / Firm) | ||
| Monthly price: Operator / Professional / Firm | $249 / $449 / $749 | $149 / $299 / $549 |
| Annual billing, per month equivalent | $229 / $419 / $699 | $139 / $279 / $519 |
| Team seats | 1 / 3 / 10 | 1 / 3 / 10 |
| Platform AI usage credits per month | 25 / 500 / 1,000 | 25 / 500 / 1,000 |
| Active rooms | 3 / Unlimited / Unlimited | 3 / Unlimited / Unlimited |
| Native e-sign and outbound webhooks | Professional, Firm | Professional, Firm |
| Own custom domain, DealStrand branding removed, priority support | Firm | Firm |
Prices in USD, before applicable tax. Annual billing is one full yearly charge after the trial. Features describe active paid plans; during the 7-day trial you prepare and preview internally with 5 AI credits, and sending, signatures, sharing, exports and webhooks unlock when you activate. AI helps review and prepare; it does not approve financing, investments, contracts or payments. Introduction records support your position; they don't guarantee a fee or outcome.