Group, Share, and Track at Scale
Portfolios let you organize locations the way your business thinks — by client, strategy, region, or fund — and share the whole group with partners through a single secure interface.
Why Group Reporting Is Painful
Rolling up data across locations always means a spreadsheet someone has to maintain by hand.
Manual rollups
Every quarterly review is a copy-paste exercise across dozens of files.
Partner sharing leaks
Emailing 'the deck' to investors is how confidential data ends up in the wrong inbox.
No portfolio-level history
When portfolios change composition, the audit trail disappears.
What MyDealTeams Does
Portfolios are first-class objects with their own files, financials, and access controls.
Typed portfolios
Classify as Client, Site Selection, Fund, or your own custom types.
Drag-and-drop grouping
Add and remove locations without breaking the underlying data.
Partner sharing
Grant external partners access to a specific portfolio without exposing the rest.
Portfolio-level files & notes
Attach decks, models, and notes to the portfolio itself — not buried inside locations.
Aggregated financials
Roll up income statements and performance across all member locations.
Cross-cutting reports
Generate Summary, Story, and Financial reports for the entire portfolio.
How Teams Use It
Client portfolios
Manage and share a tailored portfolio of properties for each brokerage client.
Acquisition funds
Bundle locations into a fund-level view with consolidated reporting.
Site selection campaigns
Group candidate sites into a campaign portfolio you can present and refine.