What's New

One-Click Professional Documents for Your Portfolios

DealStar can now auto-generate two types of professional documents from your portfolio data:

Credits PDF

A compliance-ready portfolio summary document designed for buyer meetings and due diligence. Includes portfolio overview, asking price, project details, per-credit breakdowns, IRS registration status, legal opinion providers, cost segregation details, and tax insurance information.

Slide Deck

A polished, branded presentation for investor pitch meetings and broker conversations. Features a dark theme with gradient styling, portfolio overview slides, per-project detail pages, and a contact CTA. Ready to present or share as-is.

How It Works

• Click Generate from any portfolio — the system renders your data into a professional template and converts it to PDF
• Track generation status in real time (pending, completed, or failed)
• Download or share the finished PDF immediately
• Slide decks are also uploaded to S3 with a shareable public link

No more manually assembling deal books. Your portfolio data becomes presentation-ready with a single click.