Case Study: Four Springs Capital Trust doubles AUM with $500M in 2021 acquisitions on Dealpath
Key results
The challenge
Four Springs Capital Trust screened a roughly $20 billion pipeline with a lean team, offering on about 10% of deals and closing approximately 1%. The team relied on Excel for deal management, repeatedly recreated workflows, and struggled to produce professional Investment Committee memos.
The solution
Four Springs Capital Trust implemented Dealpath in early 2021 to centralize deal data, standardize workflows, and support data-driven decisions across its acquisitions and Investment Committee processes, giving senior leadership a live view of the full portfolio.
“Dealpath gives us the ability to present key data sets and make informed decisions about whether or not to close a transaction – whether we're screening a deal with the Acquisitions team, or presenting a memo at an Investment Committee meeting.”
JMJared MorganHead of Acquisitions, Four Springs Capital Trust
The results, in context
Four Springs Capital Trust closed on $500 million worth of acquisitions in 2021, doubling its assets under management as a company. The firm, a private net-lease REIT with properties in 33 states, reported over $1 billion in assets under management following the year.