Track the deal or prepare the deal
Acquisition teams need both. A pipeline tells the team what stage a deal is in. The harder work is preparing the underwriting data, custom fields, comps, taxes, and source review that make the stage meaningful.
- Stage and owner tracking
- Model population
- Source review
- Deal-memory capture
How the tools can coexist
Primer does not need to replace every relationship or pipeline system. It can become the workflow that prepares acquisition intelligence before or alongside the system of record.
- Forward or upload deal materials
- Generate structured deal intelligence
- Review outputs in Primer
- Coordinate with existing systems