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Del Val Investment Group
Services / Multifamily

Find the workflow slowing down your multifamily deal process.

The Multifamily Deal Flow and Operations Assessment is a fixed-scope diagnostic of one high-value workflow — deal intake, underwriting handoffs, follow-up, document flow, or pipeline reporting — wherever your team loses the most time or clarity.

Request the Assessment → Need underwriting software instead? See KeptDo

Not sure yet? Take the free Multifamily Deal Workflow Scorecard — it scores seven parts of your workflow and recommends the right starting point.

Del Val’s Multifamily Deal Flow and Operations Assessment examines one workflow that affects how an active operator receives, analyzes, advances, and tracks opportunities. It documents the current process, identifies bottlenecks, rework, risks, and decision delays, and provides a practical future-state workflow with prioritized next actions. Implementation is optional and separately scoped.

Who this is for

Active commercial multifamily owners, general partners, sponsors, managing principals, acquisitions leaders, and small acquisition or operating teams. You do not need every symptom below — one is usually enough to justify a look:

  • The team is actively screening, underwriting, acquiring, or operating deals
  • The principal is the only person who knows where every deal stands
  • Team members work from different versions of the numbers
  • Deal intake or follow-up is inconsistent
  • Documents and assumptions are difficult to locate
  • The same information is entered repeatedly across tools
  • Handoffs create delay or uncertainty
  • The pipeline lacks one reliable operating view

Who this is not for

The assessment is the wrong fit when:

  • You are learning multifamily and not yet actively evaluating or operating deals.
  • The only problem is underwriting or deal-analysis software — MFDA Pro already addresses that directly.
  • You want legal, tax, lending, accounting, securities, or investment advice.
  • You expect production implementation during the assessment itself.
  • You want a guarantee of financial results — nobody can honestly offer one.
  • You want several unrelated workflows examined at once, without picking one priority first.
  • You need an emergency production-system repair.

Scope: what the fixed price covers

One workflow, selected together at the start

One primary workflow owner

Up to three stakeholder interviews

Review of the workflow, roles, systems, and representative examples

No production-system changes during the assessment

No legal, tax, accounting, lending, securities, or investment advice

Implementation is optional and separately scoped

Not unlimited analysis or ongoing support

What you receive

  1. 01 Discovery session focused on the selected workflow
  2. 02 Review of the workflow, roles, systems, handoffs, and representative examples
  3. 03 Current-state workflow map
  4. 04 Bottleneck, rework, risk, and decision-delay findings
  5. 05 Practical future-state workflow design
  6. 06 Prioritized recommendations: process first, then automation, dashboards, AI, integration, or software only where justified
  7. 07 Assumption-based time, cost, or revenue-impact range where adequate information exists
  8. 08 Prioritized 30-day action plan
  9. 09 Review meeting covering the findings and recommended sequence
  10. 10 Optional, separately scoped implementation proposal

About the impact range: assumptions are always labeled, an estimate is never a guarantee, and there is no standard ROI percentage. If the available information is not sufficient to calculate a responsible range, the findings say so plainly instead of inventing a number.

How it works

01

Request & fit check

A short conversation to confirm the assessment fits your problem — and to say so honestly if it does not.

02

Select the workflow

Pick one workflow and define the question it needs to answer.

03

Discovery & evidence

Interviews and review of the workflow, roles, systems, and representative examples.

04

Analysis

Current-state map, findings, future-state design, and prioritized recommendations.

05

Review & decide

Findings review and the next-step decision — which is entirely yours.

After the review you can implement the recommendations internally, use your existing vendors, request a separate Del Val implementation proposal, or decide that no change is currently justified. Buying implementation from Del Val is never required.

Price

Multifamily Deal Flow and Operations Assessment — $1,500, fixed scope.

The fixed price covers everything listed under scope and deliverables above: one workflow, the discovery and interviews, the current-state and future-state analysis, the prioritized plan, and the findings review. It does not include implementation work, ongoing support, or additional workflows — those are separate, separately scoped decisions.

Request the Assessment →

Why Del Val

more than 25 years of technology operations and service delivery experience designing workflows, dashboards, and service-delivery operations. Manny has invested as an LP and Co-GP in commercial multifamily real estate. KeptDo has been used to analyze hundreds of real multifamily opportunities. KeptDo typically saves approximately 10–40 hours per deal, depending on the depth of analysis.

Workflow results from Manny’s technology career

  • Manny designed a client-onboarding workflow that reduced onboarding duration by three weeks — delivered during his prior technology/MSP leadership career.
  • Manny designed project and portfolio dashboards that exposed resource constraints, budget issues, risks, milestones, and progress for faster decisions — delivered during his prior technology/MSP leadership career.
  • Manny created a time-billing process and KPI dashboards at an MSP that increased project time-billing revenue — delivered during his prior technology/MSP leadership career.

How we handle initial information

  • The initial request form should contain business context only — your role, team, the workflow that hurts, and what it costs you.
  • Do not submit passwords, credentials, sensitive personal information, or confidential deal documents through the public form.
  • Representative examples and any required access are determined together during scoping, not up front.
  • The assessment requires no production-system changes.
  • Data and access requirements are agreed before substantive work begins.

Frequently asked questions

What is a multifamily deal-flow workflow?
Everything that happens between a deal arriving and a confident decision: intake and source tracking, document collection, underwriting, scenario analysis, scoring, follow-up, handoffs, and pipeline visibility. The assessment examines one of these workflows — the one costing your team the most time or clarity.
How do I know whether I need the assessment or MFDA Pro?
If the pain is underwriting and analysis itself — parsing broker documents, running scenarios, organizing deal data — start with MFDA Pro. If the pain is the workflow around the deals — follow-up, handoffs, visibility, owner dependence — the assessment is the right fit.
What does the $1,500 fixed scope include?
One workflow, one primary workflow owner, up to three stakeholder interviews, a discovery session, review of the workflow and representative examples, a current-state map, findings, a future-state design, prioritized recommendations, a 30-day action plan, and a findings review meeting. Implementation is not included and is separately scoped if you want it.
Will Del Val change our production systems during the assessment?
No. The assessment makes no production-system changes. It observes, documents, and recommends. Any implementation work is a separate, separately scoped decision that you control.
Do we need to replace our spreadsheets or existing tools?
No. The assessment is vendor-neutral. If a spreadsheet or tool is working, it stays. Recommendations start with process, then consider automation, dashboards, AI, integration, or software only where the change is justified.
Is implementation required afterward?
No. The assessment stands on its own. You can implement recommendations with your own team, use existing vendors, request a separate Del Val implementation proposal, or decide no change is currently justified.
What information should we provide initially?
Business context only: your role, team size, the workflow that hurts, and what it is costing you in delay or uncertainty. Do not send passwords, credentials, confidential deal documents, or sensitive personal information through the contact form — representative examples and any access are agreed during scoping.
Can Del Val work with operators outside Florida?
Yes — Florida first, serving multifamily operators nationwide through remote delivery. Discovery, interviews, workflow mapping, and the findings review all work well remotely.
Does every recommendation involve AI or custom software?
No. Recommendations are process-first. When a clearer handoff, a simpler intake step, or a basic dashboard is the honest answer, that is the recommendation — technology is applied only where it is practical and justified.
Does the assessment provide investment, legal, tax, accounting, or lending advice?
No. The assessment addresses operational workflow only. It does not provide investment, legal, tax, accounting, securities, or lending advice, and it does not evaluate whether any specific deal is a good investment.

One workflow. A practical plan. Your decision.

Florida first, serving multifamily operators nationwide through remote delivery.

Request the Assessment →