For investment sales

Less busy work,
more dealmaking.

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

Get started

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 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 AI tools to transform your workflows

Apps: Originate

Conduct sponsor searches to win your next deal.

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

Apps: Deal Prep

Build deal materials and create deal rooms.

Call with First National

Plugins

Browse 50+ plugins built for CRE and add them to your workflow.

Enterprise

Harness Lev's FDEs to build custom agents for your business.

The AI platform built for CRE

Start with free credits and run your first workflow today, or talk to our team about a custom solution for your firm.

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Uptime SLA for enterprise-grade reliability

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Integrations for seamless connectivity