Data-room co-pilot for CRE

From data room to a fully laid-out, broker-branded 100-page Offering Memorandum — in hours, not days.

Your analyst shouldn't lose three days to InDesign every time a deal goes to market. DealRoom OM ingests your rent roll, T-12, photos and comps and produces a designed, on-brand OM — thesis, financial exhibits, maps and all — that you review and ship. You sign off on every page.

Try it free — drop a listing link ↓ See pricing → No data room required for the free preview

Free · 10-second preview · no signup

Drop a listing link. Get the OM cover + a 1-page AI investment summary.

Paste any listing URL or property address. We synthesize a broker-branded cover and a one-page investment summary so you can see the format in seconds. It's a demo of the output — the real OM is built from your actual deal files.

Runs entirely in your browser. Figures are synthesized from your input to show the layout — not a valuation. More about the preview →

The transformation

Same deal. Same numbers. The difference is whether it's ready Friday or next Thursday.

Investment-sales wins on speed-to-market and polish. The OM is the bottleneck — and the thing your senior people are least equipped to grind out.

Before · The InDesign scramble

3–5 days of analyst time per OM

Your highest-value people copy-pasting rent rolls into text boxes instead of underwriting.

Version chaos at the deadline

"Final_v7_REALfinal.indd" — and the cap rate is still wrong on page 4.

Inconsistent, off-brand output

Every broker's OM looks different; the firm's brand erodes deal by deal.

Outsourced = slow + a leak risk

A freelance designer is a 4-day round-trip and your confidential data room leaves the building.

co-pilot

DealRoom OM

Granite Park — first draft in hours

Drafted from your files · reviewed by you · on-brand

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Hours, not days

A reviewable, designed draft the same afternoon — analysts go back to analysis.

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One source of truth

Numbers flow from your rent roll & T-12 into every exhibit — change once, update everywhere.

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On-brand, every time

Your template, colors and disclaimers baked in — consistent across the whole team.

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Data stays in your control

No freelance hand-off; you own the files and approve the final.

Why DealRoom OM

It's not a template pack. It's a co-pilot that does the layout, math and storytelling — with you in the loop.

Your data room in, a designed OM out

Upload the rent roll, T-12, offering details and photos. The co-pilot maps them into a 100+ page layout — cover, executive summary, financials, exhibits, location and comps — instead of you building it box by box.

Numbers that tie out, automatically

Cap rate, NOI, rent roll summaries and unit mixes are computed from your source files and flowed into every exhibit. Update the data and the document updates — no more wrong number on page 4.

On your brand, under your sign-off

Your fonts, colors, logo and disclaimers are the template. The AI drafts the thesis and captions; you review and approve every page before it ships. Speed without surrendering control or accuracy.

See the full process →

Built for investment-sales teams

For the person who owns the deadline — and the brand.

Marketing directors, investor-relations leads and broker-principals at CRE investment-sales shops feel this pain every week: a deal is ready to launch, and the OM is the thing standing between you and market. DealRoom OM is the lever that turns OM production from a multi-day grind into an afternoon of review.

Investment-sales brokerages Marketing & IR teams Broker-principals

See per-OM & run-access pricing Preview an OM first

Typical OM turnaround

3–5 days

→ a reviewable draft in hours

Directional, based on a standard 100-page OM versus a from-scratch InDesign build. Your mileage depends on deal complexity and how clean your data room is.

Two ways to buy

Pay per OM when deals are lumpy. Get run-access when they're not.

Have us produce a single OM for $2,500–$5,000 (50% deposit, balance on delivery). Or self-serve unlimited OMs on run-access — Solo from $99–$199/mo, Brokerage $1,500–$3,500/mo, enterprise custom.

See full pricing → Order a single OM

Not ready to buy? Validate it on a real deal.

Book a free sample OM on a live or past listing.

Tell us about a deal you've taken to market. We'll build a short branded sample from public details so you can judge the quality before spending anything. No obligation, no data room required yet.

Honest answers

The questions CRE teams ask first

Does the AI just make up numbers?

No. Financial figures are computed from your source files — the rent roll, T-12 and offering terms you provide. The AI drafts the narrative (thesis, captions, summaries) and lays out the document; it never invents a cap rate or NOI. And you review every page before it ships. The free preview on this page is the one exception — those figures are clearly synthesized to demo the format.

Is my confidential data room safe?

Your deal files stay yours. We don't sell or train public models on your data room, and nothing is published until you approve it. For brokerage and enterprise plans we support your data-handling requirements (NDAs, access controls). Full details on the FAQ page.

Will it actually match our brand and our template?

Yes — that's the point. We set up your fonts, colors, logo, cover style and standard disclaimers as the template once, then every OM comes out on-brand. The output is a designed document you'd be proud to send to investors, not a generic PDF.

How is this different from a template pack or a freelance designer?

A template still needs someone to pour data into it for days; a freelancer is a slow round-trip with a confidentiality risk. DealRoom OM does the data mapping, math and first-draft storytelling for you, in-house, in hours — you stay in control and just review.

Read the full FAQ →