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On the recordRead 12 Oct 202621 facts
Power Broker
On the record
- Access and support
- Customers sign in through their firm's standard Salesforce login; the maker directs platform questions and implementation inquiries to a briefing.powerbrokersoftware.com · read 12 Oct 2026
- AI capabilities
- Power Broker AI offers conversational AI, deal strategy, BOVs and proposals, buyer targeting, transaction memory, and AI-powered reporting and execution inside Salesforce.powerbrokersoftware.com · read 4 Oct 2026
- AI data handling
- AI prompts use only data the requesting user is authorized to see, and customer data is not used to train foundation models.powerbrokersoftware.com · read 4 Oct 2026
- AI features
- Power Broker AI offers conversational AI, deal strategy, BOVs and proposals, buyer targeting, relationship intelligence, deal memory, and AI-powered reporting and execution.powerbrokersoftware.com · read 12 Oct 2026
- AI inputs and outputs
- Brokers can provide notes, emails, offering memoranda, and documents to generate deal profiles, buyer lists, marketing process plans, CA tracking, and BOV drafts.powerbrokersoftware.com · read 12 Oct 2026
- Audience
- The platform is designed for institutional investment sales, debt and equity placement, recapitalizations, and multi-asset portfolios.powerbrokersoftware.com · read 4 Oct 2026
- Capital Markets workflows
- Capital Markets features include investment sales workflows, BOVs, bid rounds, investment committee tracking, and closing paths.powerbrokersoftware.com · read 12 Oct 2026
- Company history
- Power Broker says it has been a Salesforce partner since 2009 and has focused on Capital Markets brokerage for more than fifteen years.powerbrokersoftware.com · read 4 Oct 2026
- Compliance
- The maker says Salesforce platform compliance includes SOC 2 and ISO 27001, and Power Broker aligns its operational practices with SOC 2 controls.powerbrokersoftware.com · read 12 Oct 2026
- Core records
- Its CRM is designed to manage customer, contact, property, and deal records for commercial real estate brokerage workflows.powerbrokersoftware.com · read 12 Oct 2026
- Deal workflow
- Its Capital Markets workflows cover investment sales and debt and equity or structured finance work in one deal record.powerbrokersoftware.com · read 4 Oct 2026
- Debt and equity
- The platform supports Debt & Equity and Structured Finance workflows, including term sheets, lender outreach, and capital stack management.powerbrokersoftware.com · read 12 Oct 2026
- Deployment
- Power Broker installs as a managed Salesforce package, with each firm's Capital Markets team operating in its own instance.powerbrokersoftware.com · read 12 Oct 2026
- Document processing
- The platform accepts notes, emails, offering memorandums, and documents to produce deal profiles, buyer lists, marketing process plans, CA tracking, and BOV drafts.powerbrokersoftware.com · read 4 Oct 2026
- Encryption and AI data
- The maker says data is encrypted in transit and at rest per Salesforce standards, AI prompts use only data the requesting user may access, and customer data is not used to train foundation models.powerbrokersoftware.com · read 12 Oct 2026
- Integrations
- The platform lists ARGUS, Real Capital Markets, CoStar, Box, SharePoint, and DocuSign integrations.powerbrokersoftware.com · read 12 Oct 2026
- Intended users
- The product is aimed at commercial real estate Capital Markets brokerage teams across office, healthcare, multifamily, industrial, and other Capital Markets verticals.powerbrokersoftware.com · read 12 Oct 2026
- Product structure
- The platform includes Power Broker, Power Broker Capital Markets, and Power Broker AI.powerbrokersoftware.com · read 4 Oct 2026
