STRATIOS

One home for deal flow

Run acquisitions and dispositions alongside what you already own, with clear separation between pre-closing history and post-closing performance.

Unified pipelines across all transactions

Manage acquisitions, dispositions, developments, and financings from initial review through to closing.

  • Customizable pipeline stagesTrack deal progress across distinct phases tailored to acquisitions, sales, or debt refinancing.
  • Centralized transaction hubKeep all active underwriting models, contact notes, and deal terms in one shared workspace.
  • Cross-pipeline visibilityMonitor total capital deployment, pending dispositions, and development timelines in a single view.

Diligence checklists and committee voting

Coordinate due diligence tasks and formal investment decision processes without email back-and-forth.

  • Automated diligence checklistsTrack document collection, environmental reviews, and title work with clear owner assignments.
  • Digital committee votingRecord investment committee sign-offs, member votes, and approval conditions directly on the deal page.
  • Complete governance recordsMaintain an institutional audit trail of all decision memos and votes prior to deal execution.

Purchase agreements parsed to deal records

Ingest executed contracts automatically to populate deal terms, closing conditions, and key dates.

  • Direct contract extractionRead purchase and sale agreements directly into the platform to extract purchase price and earnest money terms.
  • Critical milestone extractionMap closing dates, inspection windows, and contingency deadlines automatically to your calendar.
  • Reduced manual data entryEliminate manual copying of legal terms from closing documents into your deal tracking system.

Clean post-closing performance separation

Keep seller historical data separate from your firm’s operating track record once a deal closes.

  • Isolated historical baselinesPreserve pre-acquisition seller performance for reference without blending it into active operational history.
  • Clean performance trackingStart tracking your own ownership results from day one of closing without skewing historical returns.
  • Seamless operational transitionMove closed deals directly from the acquisition pipeline into active asset management with one click.