Capital Markets Deal Intelligence.
AI driven CRM platform used by the Capital Markets teams behind the largest transactions in the country. Built on Salesforce for Capital Markets Brokerage.
Power Broker is the Commercial Real Estate Capital Markets platform — built on Salesforce CRM since 2009 — used by brokerage teams closing the largest deals in the country. Now accelerated by AI.
Power Broker's credibility is built on commercial real estate work on Salesforce since 2009, billion-dollar Capital Markets execution, and the deal intelligence accumulated across every transaction. AI accelerates that foundation — it does not substitute for it.
- 01Commercial Real Estate
- 02Salesforce — Since 2009
- 03Billion-dollar Capital Markets execution
- 04Capital Markets Deal Intelligence
- 05AI — the accelerator on solid data foundation
- 06Competitive Advantage
Proof that it works. Proven since 2009.
One team. One Power Broker. Billions produced. Here is what four Capital Markets teams have closed on the platform.
One Capital Markets team. 25 brokers. $89.2 billion in closed transactions on Power Broker. That's $3.57B per broker — now accelerated by AI.
One specialist team. 6 brokers. $46.7 billion closed on Power Broker. That's $7.78B per broker — now accelerated by AI.
One national Capital Markets team. 25 brokers. $38.2 billion closed on Power Broker. That's $1.53B per broker — now accelerated by AI.
One regional team. 8 brokers. $6.1 billion in closed transactions on Power Broker. That's $758M per broker — now accelerated by AI.
Combined ~64 brokers. ~$180B closed transaction volume — all executed on Power Broker CRM before AI was part of the workflow.
There's CRM. There's commercial real estate CRM. Then there's Power Broker.
Power Broker is the natural next level of specialization. It does not compete with general-purpose CRMs or general CRE CRMs — they serve different work. Power Broker serves Capital Markets work specifically, at the depth that work requires.
Investment sales. Debt and equity. Power Broker runs the integrated team.
Capital Markets deals are not solo motions. On every institutional transaction, two coordinated teams work the same deal at the same time — the investment sales brokers running the marketed sale, and the debt and equity / structured finance brokers arranging the financing. Both sides see the same buyers, the same lenders, the same timeline, the same closing. Power Broker is the platform where both sides coordinate inside a single deal record.
BOVs, marketing materials, buyer outreach, CA registration, multi-round bid processes, IC approvals, retrade tracking, closing path. The front-door brokerage motion that opens every Capital Markets transaction.
Term sheets, lender outreach, equity sourcing, capital stack construction, conventional and non-conventional financing, structured finance closing. Both conventional debt and structured finance work the same deal record as the investment sales workflow.
One deal. One record. Both teams. The accumulated intelligence compounds across both sides of every transaction.
Eight pillars of Capital Markets intelligence — compounded inside Power Broker.
Win more deals. Faster.
AI acceleration isn't about writing an email faster. It's about winning the deal — sharper positioning, faster analysis, and the knowledge to win delivered at the speed Capital Markets brokerage actually moves.
Inputs in. CRM-ready Capital Markets intelligence out.
Drop in notes, emails, an OM, or documents. Power Broker AI returns CRM-ready deal intelligence — back inside the Salesforce objects brokers already know and trust.
Conversational AI, deal strategy, and Capital Markets memory — directly inside Salesforce.
Every deal makes your team smarter.
The Capital Markets advantage compounds with every transaction. Buyer behavior captured on one deal informs the targeting on the next. Bid history from this quarter sharpens pricing strategy next quarter. Power Broker AI accelerates this compounding — your team's deal history becomes the reasoning corpus underneath every prompt.