Case Study
How Mountain Pacific Doubled Their Deal Flow With Broome
How Mountain Pacific 2x'd deal flow and cut data entry 75% with Broome
"Broome cut our deal screening and pipeline management time in half with their email and file integrations. What used to take a full analyst day now takes an hour—and we're evaluating twice the pipeline."
Niv Henn, Head of Investments, Mountain Pacific
Company Overview
Mountain Pacific is a boutique real estate investment firm, managing a high-volume deal pipeline across all asset classes. As a capital provider, they see hundreds of opportunities flowing in each month, and the team needed a way to evaluate more of what hit their inbox.
The Challenge
Before Broome, the team was running their pipeline the way most acquisitions teams do: Excel and email. They'd tried dedicated pipeline software before, but nothing ever stuck.
Their associate spent up to 10 hours a week updating spreadsheets with notes, chasing down deal status, and keeping the team aligned with internal updates. Information was siloed, and one person's inbox held context the rest of the team needed.
The Solution
When they onboarded with Broome, the process changed immediately. Every email related to a deal gets forwarded to Broome; deals are created, documents are saved, and communications are logged. There is now no manual data entry. The whole team can pull up deal status, documents, and history without hunting through files or pinging each other.
They tested other pipeline software
They'd tried other pipeline software before and failed. Not because of lack of trying, the setup was so manual and the configuration so rigid that adoption died before it started. They ended up back in Excel.
Broome was different. The AI makes it malleable enough that the team configures it themselves. There was no implementation timeline and no outside help needed.
The onboarding process with Broome was super simple and the entire platform is customized to our needs. There was no headache to set up and we're constantly updating things as needed.
The Results
Broome allows us to review 2x more deals than we previously did. The team is phenomenal and pushes the edge of how to save acquisitions teams time. What they're building is genuinely different from anything else we've seen.
- Deal volume: 2x+. The team went from tracking 30-40 deals to 80-100 per month.
- Time on admin work is down 75%. Pipeline maintenance dropped from up to 10 hours a week to under 2.5 hours.
- Reporting. Shipping a live pipeline to stakeholders used to mean pulling data and reformatting it, now it's a report they can send directly out of Broome.