Deal Types & Interests—Match Deals to Investors

Why Deal Types & Interests?

Not every investor wants every deal. Categorize deals by type—multifamily, development, fix-and-flip—and match them to investor preferences. Spend less time guessing and more time closing.

Frequently asked questions

What are deal types and why do they matter?

Deal types are categories like multifamily, development, fix-and-flip, or value-add. Investors often have strong preferences—some only want multifamily, others prefer ground-up development. Categorizing deals and tracking investor interests ensures you pitch the right opportunities to the right people.

How does matching work?

You set preferences per investor (asset types, risk tolerance, check sizes) and tag each deal with its type. Investor Tracker surfaces which investors are a good fit for each deal, so you focus outreach on likely matches instead of blasting everyone.

Can I track investor capacity and check size?

Yes. You can note capital capacity, typical check size, and preferred deal structures per investor. This helps you prioritize who to contact first and avoid oversubscribing or under-pitching.

What if an investor likes multiple deal types?

Investors can have multiple interests. The system supports flexible tagging so you see everyone who might be interested in a given deal—and who might need a pass.

Does this replace my own judgment?

No. Matching is a guide, not a rule. It helps you work smarter by narrowing the list of who to pitch—you still decide who gets a call and when.

Can I add custom deal categories?

Yes. Use tags and categories that fit your business—whether that's asset class, structure, geography, or risk profile. The system is flexible enough to adapt to how you think about your deals.