Creating Your First Deal

From the dashboard, click the + New Deal button in the top-right corner to open the deal creation dialog. You will first select a deal type that matches your investment strategy: Development (ground-up construction), Acquisition (stabilized purchase), Value-Add (renovation with upside), or Reposition (significant operational or physical turnaround). The deal type you choose determines which sections and assumptions appear in the editor, so pick the one that best fits your thesis.

Next, choose the asset class for the property. Valuation supports Multifamily, Office, Retail, Industrial, and Mixed-Use asset classes. Each asset class pre-populates sensible default assumptions such as vacancy rates, operating expense ratios, and cap rate ranges so you can start modeling immediately. Give your deal a descriptive name — something like "123 Main St - 200 Unit MF Acquisition" — and click Create to enter the deal editor.

Once inside the editor, your work is saved automatically as you type. You will see a small green dot next to the deal name along with a timestamp indicating the last save. There is no manual save button — every change you make is persisted within a few seconds. If you ever need to undo a change, press Cmd+Z (Mac) or Ctrl+Z (Windows) to step backwards through your edit history.