How it works

Data room in. A reviewable, on-brand OM out — by end of day.

No new system to learn and no surrendering control. You feed the co-pilot the same files you already keep in your deal room; it does the layout, math and first-draft writing; you review and ship. Here's the whole loop.

The loop

Four steps. You stay in the driver's seat the whole way.

Minutes

Connect your data room

Drop in the rent roll, trailing-12 financials, offering terms, property photos and any comps you have. CSV, Excel, PDF — the formats your deals already live in. Nothing is published, and your files stay yours.

Automatic · minutes

The co-pilot drafts & lays it out

DealRoom OM classifies the asset, computes cap rate, NOI, rent-roll summaries and unit mixes from your numbers, drafts the executive summary and investment thesis, and lays everything onto your branded template — cover, financial exhibits, location pages, comps and more.

An afternoon

You review every page

This is the part that keeps it honest. You read the draft, tighten the narrative, swap a photo, adjust an exhibit and approve. Because the math is tied to your source files, changing an input updates the document — no manual reconciliation, no wrong number slipping through.

Same day

Export & ship

Export a print-ready PDF for the data room and an optional interactive web/flipbook version for email blasts. On-brand, consistent and ready for investors — while the deal is still hot.

What's inside

A full OM — not a one-pager dressed up.

A standard build runs 100+ pages across the sections investors expect. Sections flex to the asset type and what your data room contains.

Branded cover & intro

Hero photo, asset name, market and your firm's identity — the first impression that sets the tone.

Executive summary

The investment thesis and highlights, drafted from your offering terms and the numbers.

Financial exhibits

Rent roll summary, T-12 / pro-forma, cap rate, NOI and cash-flow tables that tie to your files.

Unit mix & rent comps

Unit breakdowns and market rent comparisons that frame the loss-to-lease story.

Location & market

Maps, demographics and market drivers that support absorption and rent-growth narratives.

Photography & amenities

Your property photos cleaned up and laid into galleries and amenity callouts.

Why you can trust the output

Speed is the feature. Accuracy is the constraint.

Fast is only useful if it's right. DealRoom OM is built so the AI accelerates the parts it's good at — layout, drafting, summarizing — while the numbers stay anchored to your source files and a human approves the final.

Numbers from your files Human review required Your brand & disclaimers Nothing ships unapproved

See pricing → Preview an OM

Built-in guardrails

✓

Source-linked figures

Every financial in the OM traces back to a cell in your rent roll or T-12.

✓

Review gate before export

The document can't be marked final until you've approved it.

✓

Disclaimer & confidentiality blocks

Your standard legal language is baked into the template, not bolted on.

✓

Change once, update everywhere

Fix an input and dependent exhibits refresh — no stale numbers.