01 Upload and extract
Start with the OM, rent roll, T-12, and supporting files.
Deal Room pulls out property details, unit mix, and financial context so your team starts from a cleaner first draft instead of a blank spreadsheet.
Features
Everything Deal Room does is organized around one job: helping your team make a better storage decision.
This is not a pile of disconnected features. It is a workflow for getting from incoming deal package to decision-ready package, then carrying the asset into portfolio and post-close work when the deal becomes real.
Intake and extraction
Rate checks and trade-area context
Reports, portfolios, and lifecycle
02 Market and competitor research
Ground the deal in nearby storage pricing and local trade-area context.
Use market inputs and local rate checks to see whether the asset story lines up with what the surrounding market can support.
03 Underwriting and scenarios
Pressure-test assumptions before the deal leaves underwriting.
Work through returns, assumptions, and scenario changes in one place instead of rebuilding downstream reports every time a number moves.
04 Executive summaries and packages
Create materials decision-makers and lenders can actually use.
Generate executive summaries, market reports, and marketing packages from the live deal record so your narrative stays tied to the underlying facts.
05 Portfolio visibility
Review multiple opportunities side by side.
Compare deals in portfolio context, keep team conversations attached to the right asset, and surface the deals that deserve attention first.
06 Post-close lifecycle
Carry the asset forward after the acquisition closes.
Move from underwriting into lifecycle reporting, actuals tracking, and hold/sell analysis without recreating the baseline from scratch.
Real examples from the workflow
The product is strongest when the same deal record keeps answering new questions.
Before committee
Use extracted facts, market context, and underwriting outputs to decide whether the deal deserves more time.
Before debt or equity conversations
Turn the same deal into a cleaner package for lenders, capital partners, or internal approvals.
After close
Keep the operating story tied to the original acquisition thesis through lifecycle reporting and hold/sell analysis.