CENTRALIZE DEAL AND
INVESTOR DATA

One real estate software to manage and execute upon your entire capital raising process.

Simplify Your Process and Centralize Your Critical Data

Origin streamlines the process of raising capital by centralizing deal marketing, document sharing, CA management, and investor engagement—all in one place.

Capabilities That Drive
Capital Raising Success

Build and Share Polished Deal Flyers

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.
Illustration of digital deal flyers with images, maps, and icons, representing mobile-friendly listing presentations.
Illustration of document sharing and evaluation with a human profile, files, and magnifying glass, representing streamlined deal analysis and data room assembly.

Streamline Document and Data Sharing

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.

Manage the Full CA Process in One Place

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.
Illustration of CA (Confidentiality Agreement) process with document, user approval, and unlocked data access, representing centralized and automated deal compliance management.
Illustration of secure data room access control with user profile, lock icon, and document elements, representing automated permission management when a buyer exits the deal process.

Control Data Room Access Automatically

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.

Centralize Investor Criteria and Contacts

Store your contacts and their investment criteria directly in Origin—so you know who to prioritize for proactive outreach and follow-up.
**Alt text:**
Illustration of automated communication and deal status tracking with message bubbles, user icon, email, and checklist elements, representing real-time buyer engagement and workflow updates.
Illustration of digital document signing and contact management with a laptop, user profiles, checklist, and email icons, representing streamlined deal tracking and communication.

Capture Investor Info Without Manual Entry

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.

Track Engagement and Refine Future Outreach

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

Maintain a Complete Record of Investor Interactions

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

Answer Investor Questions with Confidence

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.
**Alt text:**
Illustration of automated communication and deal status tracking with message bubbles, user icon, email, and checklist elements, representing real-time buyer engagement and workflow updates.

Our Results

See why leading real estate investors choose Origin

Every deal requires collaboration between numerous teams. Before Origin, we used spreadsheets and email chains to keep teams aligned. Even within teams, different regions were maintaining their data in silos. With Origin, we unified all of this data into one shared source of truth.

Derrick Perkins
VICE PRESIDENT, INVESTMENTS
See case study

invest better with origin

Bring data-driven insights and automation efficiencies to every aspect of your dealmaking