← Dealpath
Dealpath role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
Software that lets real estate investment teams manage acquisitions, sales, development and financing deals in one place.
Who you'd be calling
Heads of acquisitions, investments and asset management, plus VPs of real estate at investment firms, funds and large owners.
Your opener
“Hi [Name], this is [You] from Dealpath. I'm calling because many real estate investment teams tell us deal tracking is stuck in spreadsheets and email. Is that true for your team, or have you solved it?”
Problems you solve for them
- Deal info is spread across spreadsheets, email and shared folders
- Leaders can't see where every deal stands in real time
- Teams lose time and history when people leave or deals move between groups
Discovery questions to ask
- How does your team track deals from first look to close today?
- How hard is it to get an up-to-date view of all your deals for leadership?
- What happens to deal info when someone on the team leaves or changes roles?
Objections they'll throw at you
“I'm busy right now.”
→ I get it, I'll keep it short. I only want to know how you track deals today. Could we set 10 minutes later this week?
“We're not interested.”
→ No worries. Out of curiosity, are your deals mostly tracked in spreadsheets today, or is something else working well for you?
“We already use spreadsheets and our own system.”
→ Spreadsheets work until the team or deal count grows. Where do they start to break for you, such as visibility or handoffs between people?
“Just email me something.”
→ Happy to. Which matters more to you, seeing all deals at once or keeping a clean history? I'll point the email at that.
Interview tips for this company
- Learn the deal lifecycle in plain terms: find a property, evaluate it, buy it, manage it, sell it.
- The buyers are senior investment people, so practice a short, respectful opener that doesn't waste their time.
Written from public information about Dealpath to help you practice. Ask an insider what their role play looked like; it's the best prep there is.