Deal Sourcing OS · PSV Product
Surface off-market opportunities. Enrich owners, properties, and contacts. Automate outreach. Route warm deals into your CRM — or into PSV’s managed pipeline ops.
Live
Workspace demo below
Self-serve
Or operated by PSV
CRM
Routed to your stack
What It Does
Four connected surfaces — targeting, data, conversation, and handoff — running against the same property, owner, and contact graph.
01
Continuously mine public records, listings, and off-market signals. Surface opportunities that match your investment thesis before anyone else sees them.
02
Clean data on owners, properties, and contacts. Auto-populated from public records, third-party data, and your historical deal flow.
03
AI-drafted, personalized outreach. Investor or broker voice. A/B tested subject lines. Deliverability monitoring. Handoff to a human when a reply lands.
04
Warm replies routed directly into your existing CRM — Salesforce, HubSpot, DealCloud. Or into PSV's managed pipeline queue if you've engaged us to operate.
Live Demo
The actual Deal Sourcing OS workspace running in your browser with synthetic data. Click through investor and broker modes, campaign cards, replies, and the pipeline. No account needed.
The workflow ends in deal packets with NOI, debt timing, rollover risk, and owner intent already assembled.
Builds a property universe from your buy box, not from a vague lead list.
Tracks property, owner entity, contact path, related holdings, and history in one record.
Personalizes message logic by asset, owner, and persona instead of using generic SDR copy.
Warm owners move toward underwriting.
One connected workflow moves a property from research through enriched owner contact, personalized outreach, and warm reply into a pipeline stage your team acts on.
PSV sets up your buy box, launches campaigns, and monitors replies alongside your team. You see every draft, every response, and every pipeline move inside the same workspace.
Austin, TX · Mixed-Use
A well-located transit campus with mostly occupied tenants but a concentration risk in two flagship accounts.
The draft changes by persona mode. Investor mode is acquisition-oriented. Broker mode pushes toward valuation and listing conversations.
Warm owners route directly into a commercial underwriting queue with clear next-step actions.
Who It’s For
Investor mode and broker mode share the same property, owner, and contact backbone. The workspace, messaging, and routing change with the job.
Investor Mode
Acquisition-first workflows. Buy-box-aware sourcing, owner-graph enrichment, direct-to-principal outreach, and pipeline routing into underwriting. Built for teams that compete on deal flow, not on listings.
Broker Mode
Listing-first workflows. Farm-driven coverage, valuation-oriented outreach, reply triage, and routing into meetings and listing strategy. For teams building durable owner relationships, not just pitch lists.
PSV Difference
The Deal Sourcing OS ships as a product. But most of our clients engage PSV to operate it end-to-end — buy-box configuration, campaign execution, reply triage, pipeline routing. You get the software and the senior team who runs it.
Self-Serve
Your team configures buy boxes, launches campaigns, reviews drafts, and works replies inside the workspace. PSV delivers onboarding, a shared Slack channel, and ongoing product support.
Operated by PSV
PSV configures your buy boxes, runs the campaigns, reviews every draft, triages replies, and routes warm conversations into your CRM. You see every action in the workspace — your team picks up when it matters.
Thirty minutes. We'll tell you whether PSV is the right partner for what you're trying to build.
Or reach us directly at aidan@pacificsoftwareventures.com