Never Lose a Deal Again: Meet the Deal Tracker

Let’s be real - juggling deals across tabs, spreadsheets, and emails is a quick path to burnout. That’s why we built the Deal Tracker on Dealsage: to give you a single, smart hub where every deal you touch lives and breathes. No more Excel gymnastics. No more forgotten listings.

Here’s what it does:

Add Deals Instantly - No Manual Data Entry

Whether it’s a CIM, teaser, or a copy-paste from your favorite broker’s listing page, our platform extracts the key details automatically, so you spend less time typing and more time evaluating.

You can:

• Upload a PDF or paste text

• Drop in a broker link (no login required)

• Or add a deal manually if needed

Once submitted, Dealsage auto-generates a clean entry complete with summary, financials, owner info, location, and more.

Organize & Document Seamlessly

Each deal gets its own folder with:

• AI-extracted metadata

• Notes (e.g., “Spoke to broker Monday, need to follow up”)

• All documents in one place (NDAs, Q&A, CIMs, etc.)

As docs get added, Dealsage continuously extracts data in the background to prep the deal for deeper analysis later on.

Filter, Search, and Share

Looking for that one HVAC deal from June? Filter by industry, status, location, or even who shared it with you. Visual summaries let you track deal flow across the funnel - and yes, you can hide them if you’re a “just the table” kind of operator.

Shared deals are clearly labeled, so you’ll always know what came from your pipeline versus a partner’s.