Case Study: Pennrose achieves streamlined development workflows and real-time, data-driven deal management with Dealpath

Pennrose - Customer Case Study

Pennrose, a private full-service real estate development and property management firm, was evaluating more than 100 deals at a time and closing roughly 15 annually but relied on Excel and Word checklists that left data siloed, collaboration slow, and reporting delayed. Seeking a cloud-based deal management solution, Pennrose replaced its legacy tools with the Dealpath platform to address manual updates, lack of visibility, and growing deal complexity.

Dealpath implemented a purpose-built solution for Pennrose—customized deal templates and workflows, a cloud repository for deal data and documents, centralized communications, Gantt charts, and built-in analytics—so teams could track critical dates, assign tasks, and access a single source of truth 24/7. As a result, Pennrose regained a significant portion of staff time previously spent on administrative work, now produces real-time reports, improved scheduling and decision-making, and streamlined development workflows, saving substantial time and driving more data-driven, profitable deals with Dealpath.

Pennrose

Timothy I. Henkel

Principal & Senior VP