Investment sales OM creator

Create investment sales offering memoranda from property data, market context, and approved positioning, with buyer-facing sections, source-backed financials, and a sharper property story.

Build buyer-facing materials from property evidence. The agent turns property data, market context, and positioning into reviewable OM sections.

Property evidence

Collect facts, financial context, comps, highlights, and source records for the asset.

Source-backed foundation

The OM begins from reviewed property data instead of blank slides.

Market context

Comparable evidence supports the investment story.

Buyer narrative

Draft highlights, location story, investment thesis, and market sections for external review.

Audience fit

The writing is shaped for buyer-facing materials.

Editable sections

Teams can refine generated narrative before publishing.

Review and export

Keep assumptions, citations, edits, and presentation structure visible before materials go external.

Review workflow

Open issues remain visible before sharing.

Brand-ready output

Approved sections can move into firm materials.

Every offering package tells the property story with evidence. Teams can move from source context to buyer-ready sections without losing review control.

Property facts are assembled

Financials, highlights, and comps start from source-backed context.

Narrative is buyer-facing

Sections are written for investment sales use.

Review precedes export

Assumptions and edits stay visible before sharing.

Explore more products

View all products
Lev AgentOutreach agent

Lender outreach agent

Draft, sequence, and manage lender outreach using source-backed deal context.

Lev AgentExtraction agent

Term sheet extractor agent

Normalize term sheets into comparable economics, sources, and review exceptions.

Lev AgentExtraction agent

Document extractor agent

Extract key CRE facts from uploaded documents and route exceptions to reviewers.