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The deal pipeline

Log deals, start builds, and read what each row needs next.

The Acquisition pipeline is the first screen after sign-in: one row per deal, and in the Actions column, the one button that moves that deal forward — Open, Build, or View progress.

The Acquisition pipeline with stat tiles, search, workflow filter, and deal rows showing status chips like Model ready with blocker counts.
Fig 01Each row: property, market, occupancy and Year 1 NOI (chips mark the figures current or missing), workflow status with open-item counts, recent activity, and the next action.

Add a deal

Section titled “Add a deal”

Three buttons, top right:

  • Upload OM — pick an OM PDF in your file picker (it opens immediately; no dialog first). Moraine creates the deal row, attaches the OM, and starts reading it.
  • Rent roll + statement — the two-document build in one step. Upload exactly one current rent roll and one operating statement; the property name is optional and inferred from the rent roll filename when blank.
  • Add deal — log a deal by hand. Only the property name is required. Just log deal creates the row; Create & build model also opens a blank model you fill in yourself.
The New deal dialog with Property name, Address, Type, Asking price, Square feet, and Units fields, plus Just log deal and Create & build model buttons.
Fig 02Add deal. Everything but the property name can wait.

Read a row

Section titled “Read a row”

Workflow status is the column to trust. The filter above the table lists all seven states:

The workflow filter open over the pipeline, listing All workflow states, Intake processing, Ready to build, Building model, Needs rent roll, Review required, Model ready, and Diligence active.
Fig 03The workflow filter — also the fastest way to see everything blocked on one kind of input.
Status Meaning Your move
Intake processing Moraine is reading the uploaded OM Wait — it flips on its own
Ready to build Sources are in place, no model yet Click Build
Building model Extraction is running, progress shown on the row Wait or View progress
Needs rent roll A build needs a current rent roll Add one from the row
Review required Model built; open items want your judgment Open, then work the intake report
Model ready Built and calculating Open
Diligence active Document analysis is running on the deal Open the deal’s Documents

A Model ready row also shows its open-item counts (e.g. 4 blockers · 4 advisories) so you know how much review is waiting before you open it.

The row menu

Section titled “The row menu”

The ⋯ menu on each row:

A pipeline row's overflow menu showing Compare source/current, Documents, Open diligence, and Open row destination.
Fig 04Compare source/current is the fast tie-out check without opening the full model.
  • Compare source/current — the extracted figures against the current model, for a quick “did we drift” check.
  • Documents — the deal’s document manager. See Manage documents.
  • Open diligence — the deal’s due-diligence checklist and findings.
  • Open row destination — wherever the row’s main action would take you.