Deal Manager AI
Deal Manager AI is an AI-powered deal management platform for commercial real estate teams, covering sourcing, underwriting, document drafting, and pipeline management. It targets small-to-mid-sized brokerages and investment firms that want enterprise-grade tooling without the cost or complexity.
Best for: Small and mid-sized CRE brokerages, investors, and solo operators managing deals from sourcing to close
Last reviewed 6/2/26
- Pricing
- $99.99/month per user; 7-day free trial
- Integrations
- Zoom, Microsoft Excel, OpenAI ChatGPT, Perplexity, Google Gemini
- Property types
- industrial, office, retail, single-tenant
- Geography served
- United States
How Deal Manager AI uses AI[2][3]
Deal Manager AI runs the CRE deal lifecycle from sourcing to close with AI-assisted underwriting, document generation, and a voice assistant that handles inbound calls and schedules tours. A multi-model chat (ChatGPT, Perplexity, Gemini) drafts LOIs and PSAs, abstracts leases, and runs market research, while spreadsheets sync to live deal data.
- • AI-assisted underwriting for industrial, office, retail, and single-tenant deals
- • Automated generation of branded LOIs, PSAs, and lease abstracts
- • Voice AI that handles inbound calls, qualifies leads, and schedules property tours
- • Multi-LLM chat (ChatGPT, Perplexity, Gemini) for market research and deal workflows
- • Dynamic Excel syncing that updates spreadsheets against live deal data
AI type: Applied AI platform combining multiple LLMs (OpenAI, Perplexity, Gemini), voice AI, and document automation
Legacy platform
Key numbers[3][2]
- • Over $3 billion in assets under management processed through the platform
- • Launched September 17, 2025
Credibility[2][5]
- Founders
- Matt Yellin, CPA (former real estate analyst and investor); conducted nearly 100 user interviews during development
- Customers
- Small-to-mid-sized real estate brokerages, investment firms, and solo operators
Founded
2025
Headquarters
New York, NY, USA
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