DealForge™

What is DealForge™?

DealForge™ is professional underwriting software for acquisition entrepreneurs evaluating real estate, business, and hybrid deals. It helps users calculate institutional-grade investment metrics—such as cap rate, DSCR, IRR, and cash flow projections—to support a clear invest vs. pass decision.

The platform is designed to replace spreadsheet-style workflows with a structured process that can generate outputs like underwriting summaries, PDF reports, lender packets, and shareable links after running full deal analysis.

Key Features

• Deal underwriting with calculated metrics: Produces cap rate, cash-on-cash, IRR, DSCR, EBITDA, and SDE (as applicable) from user inputs.
• 10-year cash flow projections: Visualizes 10-year cash flow and ROI trends, including scenario comparisons.
• What-if scenarios and stress testing: Run sensitivity analysis and recession stress tests by adjusting variables and observing metric changes in real time.
• Deal type templates in one platform: Supports four deal types—real estate, business acquisition, hybrid (RE + business), and development—using inputs tailored to each category.
• Inputs from property links: Paste a Redfin link to auto-fill property details, then select a template or enter key numbers.
• Scenario outputs for decisioning: Includes an investment score, sensitivity analysis, AI-powered feedback, and export options such as PDF reports and lender packets.
• Deal comparisons and data-driven rent assumptions: Side-by-side comparison across multiple deals, plus rent comps with weighted confidence and “fragility” stress testing around comp averages.
• Financing modeling and rates: Includes refinance modeling (modeling a refinance at year X) and live market rates for SBA 7(a), SBA 504, and conventional loan rates from the Federal Reserve (auto-updated).
• Deal alert thresholds: Set investment criteria and get notified when deals meet defined thresholds.
• Linked workflow between tools: Other tools (OppMap, BuildGrade, YardCalc) hand off structured data into DealForge’s underwriting flow (as described on the site).

How to Use DealForge™

1. Start an analysis: Go to the dashboard and either paste a Redfin link (for property details) or enter key deal numbers.
2. Choose the right template: Select the deal type (real estate, business, hybrid, or development) and confirm inputs.
3. Review full underwriting: Check calculated metrics (e.g., cap rate, DSCR, IRR), cash flow projections, investment score, and sensitivity/stress-test results.
4. Decide and share: Export a PDF report or lender packet, or share the analysis with partners via a single link.

Use Cases

• Rental or multi-unit underwriting (real estate deals): Evaluate a property’s cap rate, DSCR, cash-on-cash, NOI, and projected 10-year cash flows to determine whether it fits your investment criteria.
• Acquiring a service business or franchise (business acquisitions): Model investment returns using business-operating inputs such as EBITDA/SDE and perform break-even and DSCR-related analysis for financing feasibility.
• Evaluating hybrid properties (RE + operating business): Combine property NOI and business performance inputs, including combined DSCR, to assess deals where real estate and operations move together.
• Development project planning (ground-up development): Use development-specific underwriting inputs such as yield on cost and YOC spread, with start delay modeling to reflect timing risk.
• Stress-testing rent assumptions: Enter comparable rents with weighted confidence, then stress-test results at the comp average to understand how sensitive the deal is to pricing changes.

FAQ

Does DealForge™ replace spreadsheets for underwriting?

Yes. The site positions DealForge™ as a spreadsheet-free workflow for underwriting, including automated metric calculations, scenario modeling, and exportable outputs.

What deal types does DealForge™ support?

It supports four deal types: real estate, business acquisition, hybrid (RE + business), and development.

Can inputs be auto-filled from a property listing?

Yes. The workflow described on the site allows you to paste a Redfin link to auto-fill property details, then continue with a selected template or entered numbers.

What outputs can I generate after underwriting?

The page states you can export PDF reports, generate lender packets, and share your analysis via a single link.

Are refinance and loan rate inputs supported?

The site includes refinance modeling (at year X) and live market rates for SBA 7(a), SBA 504, and conventional loan rates from the Federal Reserve (auto-updated).

Alternatives

• Spreadsheet-based underwriting: Use Excel/Google Sheets models to calculate cap rate, DSCR, IRR, and cash flow. This can be flexible but requires manual scenario work and often lacks integrated exports and comparison workflows.
• Generic real estate financial calculators: Tools focused on single-metric or limited calculations (e.g., cap rate or DSCR only). These typically provide quicker estimates but don’t support the broader multi-deal-type underwriting, scenario modeling, and lender-packet-style outputs described for DealForge™.
• Business financial modeling tools: Platforms that model EBITDA/SDE and ROI for acquisitions. These may fit business-only evaluation, but may require separate real-estate underwriting work for hybrid or property-led deals.
• General investment management or deal tracking systems: Tools for tracking opportunities and maintaining deal notes. They may not calculate underwriting metrics and scenario outputs as directly or consistently as an underwriting-focused platform.