Case Study: L+M Development Partners achieves centralized deal management and faster, more efficient collaboration with Dealpath

Leveraging Dealpath to evaluate more deals and reduce errors

L+M, a full-service commercial real estate development firm managing more than $7 billion in assets and over 22,000 residential units, faced fragmented deal information, manual Excel reporting, version-control issues, and slow handoffs across Acquisitions, Development, and Asset Management teams spread across multiple offices. To address these challenges L+M implemented Dealpath’s cloud-based deal management platform to organize deals and associated data centrally and reduce reliance on in-person coordination and manual inputs.

Using Dealpath, L+M centralized deal information, enabled smart notifications and real-time access, and automated recurring reporting and workflows so teams could hand off tasks and documents seamlessly. The result was a single source of truth and repeatable “always-on” processes that saved hours of manual work, improved transparency and tracking, sped onboarding/offboarding, reduced administrative overhead, and increased the efficiency and predictability of L+M’s investment and asset management activities.

L+M

Joseph Weishaar

Director Fund Management