Is my confidential data room safe?

Your deal files stay yours. We do not sell your data or train public models on your data room, nothing is published until you approve it, and we support NDAs and access controls on brokerage and enterprise plans.

How long does an OM take?

With a reasonably complete data room, you can have a reviewable first draft in hours rather than the typical 3 to 5 days of analyst time. Final timing depends on deal complexity, revisions and how clean your inputs are.

How much does it cost?

Per-OM production is $2,500 to $5,000 with a 50% deposit to start and the balance on delivery. Run-access is $99 to $199 per month Solo, $1,500 to $3,500 per month Brokerage, and custom for enterprise.

What if the OM isn't good enough?

Per-OM tiers include revision rounds. If, after intake, we don't think we can produce a quality OM from your data room, we'll tell you before you pay the balance and refund the deposit. We guarantee the work, not deal outcomes.

Straight answers

The questions CRE teams ask before they trust an AI with the OM.

Q: Does the AI make up the financials?

No. Financial figures are computed from your source files — the rent roll, T-12 and offering terms you provide. The AI drafts narrative and lays out the document; it does not invent numbers, and you review every page before it ships.

No hand-waving. Here's exactly how accuracy, your data, branding, speed and pricing work — including where the limits are.

Accuracy & review

Does the AI make up the financials?

No. Every financial in the OM — cap rate, NOI, rent roll summary, unit mix, pro-forma — is computed from your source files. The AI's job is layout and first-draft narrative (thesis, captions, market summaries), not inventing numbers. And nothing is final until you've reviewed and approved each page. The only synthesized figures anywhere are in the free preview tool, which is clearly labelled as a format demo.

How do you keep numbers consistent across 100 pages?

Figures are linked to your source data, so the same NOI or cap rate appears identically everywhere it's referenced. Change an input and dependent exhibits update together — that's how you avoid the classic "wrong cap rate on page 4" problem of hand-built decks.

Who's responsible for the final OM?

You are — and that's by design. DealRoom OM accelerates production, but your team reviews and signs off before anything goes to investors. We give you the speed; you keep editorial and legal control.

Your data room

Is my confidential deal data safe?

Your files stay yours. We don't sell your data or use your confidential data room to train public models, and nothing is published until you approve it. On brokerage and enterprise plans we support NDAs, access controls and your data-handling requirements. The free preview on the site never uploads anything — it runs entirely in your browser.

Can our compliance/legal team review your terms?

Yes. Enterprise run-access includes custom data-handling terms and a security review. Reach out via the enterprise option on the pricing page and we'll share documentation.

Where does the data go?

Files you provide are used solely to produce your OM. We're happy to walk your team through storage, retention and deletion before you commit — this is exactly the kind of question we expect from a serious investment-sales shop.

Branding & output

Will it really match our brand?

That's the whole point. We set up your fonts, colors, logo, cover style and standard disclaimers as a reusable template. Every OM comes out on-brand and consistent — across deals and across brokers, which is usually impossible when everyone builds their own.

What formats do you accept and produce?

In: the formats your deals already live in — Excel/CSV rent rolls and T-12s, PDF offering docs, image files for photos. Out: a print-ready PDF, and optionally an interactive web/flipbook version for email distribution.

Can you match a specific OM we love?

On Pro and Flagship tiers, yes — share a reference OM and we'll build your template to that standard. Flagship includes a bespoke art-directed design pass for trophy assets.

Speed & turnaround

How fast is "in hours, not days"?

With a reasonably complete data room, you can have a reviewable first draft the same afternoon, versus the 3–5 days of analyst time a from-scratch InDesign build typically eats. Final delivery depends on revision rounds and how clean your inputs are — a messy data room takes longer, and we'll tell you if intake is needed.

Can you hit a hard launch date?

The Flagship tier includes a rush turnaround for marquee listings with a fixed go-to-market date. For run-access teams, self-serve means you're never waiting on us at all.

Pricing & the fit guarantee

How does pricing work?

Two models. Per-OM: $2,500 (Standard), $3,500 (Pro) or $5,000 (Flagship) per document, with a 50% deposit to start and the balance on delivery. Run-access: Solo $99–$199/mo, Brokerage $1,500–$3,500/mo (banded by team size and volume), enterprise custom. See the pricing page for details.

Why a 50% deposit?

The deposit reserves production time and aligns us on starting fast. The balance is only due once the OM is delivered, so you're never paying in full for work you haven't seen.

What if my data room isn't good enough for a great OM?

We do a quick intake first. If we don't believe we can produce a quality OM from what you have, we'll tell you before you pay the balance and refund the deposit. We'd rather pass than ship something you can't put your name on.

Do you guarantee the property will sell, or sell faster?

No — and anyone promising that is selling you a story. Deal outcomes depend on the asset, the market and pricing, none of which an OM controls. What we guarantee is the work: a fast, accurate, on-brand OM that lets you get to market while the deal is hot, instead of losing the window to production.

The questions CRE teams ask before they trust an AI with the OM.

Still have a question? See it on your own deal.