For investment sales

Less busy work,
more dealmaking.

Automate BOV and OM creation, keep your pipeline organized, and use AI to streamline your workflows.

Build OMs without the bottlenecks

Create professional, on-brand OMs in minutes without relying on design teams or outsourced resources.

Lev Memo
Harbor Point Plaza, San Diego, CA/Untitled
jared@westfieldcap.com
WC

What kind of document would you like to make?

Save days of work

Generate client-ready BOVs and OMs using AI agents that pull deal data directly into structured, market-ready documents.

On brand, every time

Apply your firm's branding once and keep it consistent across all materials so every document looks polished and client-ready.

Flexible for every deal type

Easily adapt documents for different asset classes, markets, and buyer audiences without rebuilding from scratch.

Keep your pipeline organized from listing to close

Stay in control of active listings, buyer outreach, and diligence with a flexible pipeline management and document storage solution, purpose-built for CRE.

WC
Deal/Acquire7
New0
Underwriting0
LOI0
Submitted0
Signed0
Due Diligence0
Deal Awarded0
Under Contract0

A pipeline that fits your process

Customize stages and views to match your listings, marketing, and closing workflows, so nothing gets lost between launch and LOI.

All relationships in one place

Manage buyers, sellers, and other stakeholders with full visibility into conversations, history, and deal context.

Documents shared without friction

Store, share, and track access to OMs and diligence materials so buyers always have what they need.

Flexible tools that fit the way you work

Preparing materials

Building your deal package

Reaching out to lenders

Contacting matched lenders

Negotiating and selecting

Reviewing term sheets

Closing

Finalizing your deal

Pipeline management

Track listings and transactions with a live, flexible pipeline that keeps every deal stage visible and up to date.

Sent term sheet to Harbor Point Capital

Just now

Call scheduled with Sarah Chen at Westfield

2h ago

Follow-up email sent to Riverside Partners

4h ago

LOI received from Summit Logistics

Yesterday

Site visit confirmed with Gateway Group

2 days ago

New contact added: Michael Torres, CFO

3 days ago

Quote request sent to Cobalt Ridge Bank

4 days ago

Intro call completed with Northshore Debt

5 days ago

Contact management

Keep buyers, sellers, and partners organized with complete interaction history and real-time deal context.

Extracting property data
Reading rent roll...
Parsing financial statements...
Extracting NOI figures...
Identifying property details...
Processing occupancy data...

Document creation

Produce polished, on-brand offering memorandums and marketing materials without manual formatting.

Document storage

Store and share deal materials securely in one place, with clear visibility into access and activity.

Ready to elevate your investment sales practice?

Create compelling marketing materials, track buyer interest, and close deals faster with tools built specifically for investment sales professionals.

Request Demo
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Transactions processed in the past 30 days

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Uptime SLA for enterprise-grade reliability

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Integrations for seamless connectivity