The deal window closes before you finish the model
Brokers give you days, not weeks. Rebuilding the same NOI model in a fresh spreadsheet for every community costs the time you needed to decide.
Purpose-Built for Senior Housing M&AEvery deal deserves
Every deal deserves
a real decision.
Senior Housing DealIQ is the acquisition operating system for senior living operators and private equity teams — underwriting, debt sizing, due diligence, and IC packages for every community you evaluate, in one workspace.
Built for Senior Housing (Not Generic)Real Underwriting, Not SpreadsheetsReduce Deal Cycle by Weeks
3×Faster Deal Analysis
9Pipeline Stages Tracked
80%Less Manual Work
100%Senior Housing Focused
01 — The Problem
Good deals get lost in the busywork.
Whether you run communities or deploy fund capital, the bottleneck is the same: too much manual assembly, too little time to actually judge the asset.
Nobody can find the current numbers
The rent roll is in email, the checklist is in Drive, the offer is on someone’s desktop. Three versions of the truth, one committee meeting.
Capital left on the table
Fannie, Freddie, HUD/FHA and bridge quotes compared by hand — so the structure you take to the lender is rarely the best one available.
No honest view of the pipeline
Leadership can’t see which deals are stalling, which diligence items are overdue, or which communities are worth another week of work.
02 — Two Buyers, One Workflow
Watch a deal move.
Two real-world shapes of senior housing M&A, running through the same four steps.
Sunnyside Living
72 units, AL/MC · $14.8M ask · a tuck-in next door to two communities they already run.
The OM lands on a Thursday. By Friday the deal is scored against their buy box, NOI rebuilt from the actual rent roll, and the regulatory flags for memory care surfaced before anyone drives out to tour it.
4 daysInquiry to LOI decision
1.38×Underwritten DSCR
7.9%Going-in cap rate
Harbor Ridge Portfolio
3 communities, 248 units · $61M ask · occupancy upside behind a tired operator.
Three assets, one workspace. Base, optimistic and pessimistic cases run side by side, five lender quotes compared on DSCR and LTV, and the IC package compiles itself from the same numbers the analyst already signed off on.
18.6%Levered IRR, base case
5 quotesLenders compared
2.1×Equity multiple
Add the deal
Enter it manually or upload the OM and let AI pull the fields. It lands on the pipeline with a buy-box match score and risk flags.
Underwrite & size debt
Model IL, AL, MC and SNF revenue with live NOI and EBITDAR, then compare Fannie, Freddie, HUD/FHA, bridge, CMBS and bank structures.
Run due diligence
Senior-housing checklists by category, owners and due dates per item, documents attached where they belong, blockers visible to everyone.
Take it to committee
Generate the IC package from the live deal record — thesis, underwriting, market data, risks — and close with the same numbers you underwrote.
03 — The Platform
One workspace instead of nine files.
Every tool your acquisition team already uses, holding the same set of numbers.
Visual Deal Pipeline
Kanban and table views across all 9 acquisition stages — from initial inquiry to closed won, with instant stage updates.
Integrated Underwriting
Model IL, AL, MC and SNF revenue with live NOI, EBITDAR, cap rate and IRR. Compare scenarios side by side.
Multi-Lender Debt Sizing
Size Fannie, Freddie, HUD/FHA, bridge, CMBS and bank structures at once — constrained by DSCR and LTV in real time.
Due Diligence Center
Senior-housing checklists by category with owners, due dates, overdue alerts and documents attached per item.
AI Market Insights
Pull local market context — senior population, median income, competing communities — for any deal location in seconds.
Scenario Builder
Run base, optimistic and pessimistic cases with adjustable occupancy, expense growth and rates. Proceeds recalculate instantly.
IC Package Generator
Compile the investment committee package from the live deal record — thesis, underwriting, risks, recommended offer.
Contact & Broker CRM
Keep your broker, lender, operator and seller network linked to the deals they belong to, with full history.
04 — Results That Speak
Faster decisions, better structures.
How teams shortened their deal cycles and recovered analyst hours.
★★★★★
"We cut our underwriting cycle from three weeks to four days. The debt sizing alone has kept us from leaving capital on the table more than once."
MC
Michael ChenVP Acquisitions, Sunrise Capital Partners
★★★★★
"The market insights give us comp data that used to take a junior analyst two full days to compile. Now it is there before the tour is booked."
ST
Sarah ThorntonDirector, Sterling Senior Living REIT
★★★★★
"Our IC packages used to be 40-page Word documents. Now they generate from the live deal record — it changed how we present and how fast we decide."
DR
David ReyesManaging Director, BlueSky Healthcare Properties
100%Senior housing focused — not a generic CRM
9Lending programs available for comparison
9Pipeline stages with Kanban and table views
60+Industry-standard diligence checklist items
05 — Pricing
Priced per firm, not per seat guesswork.
Every plan includes the full platform on a 12-month contract. Pay for all twelve months upfront and one month is on us. See it on your own deal first — book a demo, then buy when you are ready.
Small Firm
Up to 5 users$199/month
12-month contract, billed monthly
For lean acquisition teams evaluating senior housing deals.
- Full deal pipeline & Deal Radar workspace
- Underwriting, debt sizing & IRR scenarios
- Due diligence tracking with templates
- AI document extraction & IC packages
- Up to 5 team members
Most firms start here
Team
6 or more users$299/month
12-month contract, billed monthly
For growing firms with analysts, VPs and operators in the same deal.
- Everything in Small Firm
- Unlimited team members (6+)
- Role-based org admin controls
- Team assignments, mentions & activity log
- Priority onboarding support
06 — Questions
Before you book the call.
The things most teams want to know first.
Who is Senior Housing DealIQ built for?
Senior living operators evaluating acquisitions or tuck-ins, private equity and fund teams sourcing and underwriting senior housing, and small offices or individual buyers running their own search.
How is this different from a generic CRM or spreadsheet?
Everything is senior-housing native: IL, AL, MC and SNF revenue segments, licensure and CMS survey flags, senior-housing lending programs, and diligence checklists written for this asset class — not a blank pipeline you have to configure.
What does it cost?
$199 per month for firms with up to 5 users, and $299 per month for 6 or more users — both on a 12-month contract. Pay all twelve months upfront and you only pay for eleven: $2,189 or $3,289 per year.
Which lending programs can I compare?
Fannie Mae, Freddie Mac, HUD/FHA 232, bank conventional, SBA, bridge, CMBS, mezzanine and seller financing — sized side by side against DSCR and LTV constraints.
Can my whole team work in the same deal?
Yes. Deals, diligence items, documents and activity are shared inside your organization, with assignments, @-mentions and an audit trail of every change.
Can I bring in an offering memorandum or rent roll?
Upload the document and AI extracts the key fields for review. You approve what gets applied to the deal record — nothing is written without your confirmation.
Is my deal data private to my firm?
Every record is scoped to your organization. Other firms on the platform cannot see your pipeline, underwriting or documents.
How do I get access?
Most teams book a demo first, see the platform on a deal like theirs, then subscribe. You can also buy directly from the pricing section — your workspace opens as soon as payment clears, and you invite your team from there.
07 — Book the ConversationBring us a deal
Bring us a deal
you are looking at now.
We will walk your team through underwriting, debt sizing, diligence tracking and IC packages on a community like the ones you evaluate — then decide together whether this is the right fit.
A walkthrough on a deal shape like yoursUnderwriting, debt sizing and diligence, liveStraight answers on fit — and on pricingInvitation-only access set up for your team