Deal Pipeline
Dashboard
Portfolio-level acquisition activity.
Opportunities by stage
Overdue actions
Highest ranked
LOIs outstanding
Broker replies received
Opportunities awaiting response
Follow-ups due
Contacts
Relationship directory
Import Data
Validate and import historical CRM records.
Upload import package
Choose a JSON package up to 5 MB. No opportunities, contacts, or documents are changed until you confirm the preview.
Import preview
Warnings
Rejected records
Merges and possible duplicates
Field-level changes and N/A outputs
Import history
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Admin / Opportunity Intake API
Manage scoped credentials and explicitly review AI-researched acquisition opportunities.
Intake API tokens
Tokens carry only opportunities:intake. A token is displayed once, immediately after creation.
Copy this token now. It will not be shown again.
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Intake batches
Review changes and resolve every ambiguous duplicate before confirming. Confirmation is transactional.
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Audit history
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