DealIQ· Pipeline
Q2 2026 🔎 UIiq

Pipeline

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Acquisition targets will appear here. New to DealIQ? Add your first deal or import a portfolio CSV.

Signal Board

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IndicatorIQ

MarketIQ

Reports v2

Pick a deal, pick a template, generate a polished memo. Print → Save as PDF.
1. Pick deal(s) —
2. Pick template
Pick at least one deal to enable.

FuelPoint Sourcing

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ReportIQ P1

Pipeline report builder + executive reports — native, on-screen, print & copy. Rebuilds the two DealPath weekly emails.
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Build a custom report
Pick any pipeline fields, group & sort, and run it on-screen. Copy as email HTML or Markdown, or print to PDF — no spreadsheet round-trip.
Choose columns Group by stage / fund / MSA Live preview Email HTML · Markdown · PDF
Columns
Group By
Click fields on the left to add as columns. Shift-click to set Group By.

TaxIQ Portfolio

Owned-portfolio property tax — from the Ryan Master RE Tax Summary. Per-deal detail lives in Deal Detail → TaxIQ.
Annual tax by state
Annual tax by fund
Properties · tax-burden map Tax burden Low Med High
Properties
PropertyFundStateDistrictsAnnual Tax
Deal

Pick a deal to view its record

The critical path — LOI to close.

LOI signed → PSA → DD kickoff → DD complete → IC → NuCal Initial → NuCal Final → Close. Every milestone timestamped, every slip visible.

Milestones
Milestone Planned Actual Status Notes
Pick a deal to see its milestones.

My Tasks

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