CENTRALIZE DEAL AND
INVESTOR DATA

Create mobile-friendly flyers directly in Origin—no exporting, reformatting, or third-party tools required. Present your deals with images, maps, key facts, and contact details, and drive engagement with clear calls to action.

Share documents, media, and contact information directly from Origin, eliminating the need to re-upload, duplicate, or manage materials across separate platforms. Quickly assemble secure data rooms with files already gathered in Origin.

Handle CA signing, approval, and data room access end-to-end using your firm’s approved templates to streamline legal review and ensure consistency. Track who has submitted a CA and who’s awaiting approval—supported by a centralized, auditable record for compliance. Receive automated email alerts as prospects complete each step, helping you move qualified investors forward without delay.

When a prospect passes or is disqualified, Origin automatically removes their access to the data room—eliminating the need to manually update permissions and ensuring tighter control over sensitive deal materials.

Store your contacts and their investment criteria directly in Origin—so you know who to prioritize for proactive outreach and follow-up.

Automatically log contact details in your CRM when prospective investors or lenders sign confidentiality agreements—keeping your database up to date with no added work.

Monitor investor and lender activity across every deal, capture pass reasons, and update investment criteria to ensure future opportunities are targeted and relevant.

Log calls, emails, and meetings directly in Origin to maintain full visibility into each relationship—ensuring your team stays aligned and responsive.

Respond quickly and accurately to investor and lender inquiries with instant access to deal history, performance metrics, and your broader track record—all at your fingertips.