OM GENERATOR · HOW IT WORKS

Drop a folder of deal docs. Walk away with a structured OM draft to review.

DealBrief reads rent rolls, T-12s, PCRs and property photos — extracts what it can, tags what's verified, assumed, and missing, and assembles a structured Offering Memorandum draft to review and refine before client distribution.

Drop

/upload

Drop deal documents here

Rent rolls, T-12 statements, property condition reports, photos, brochures.

XLS

rent-roll-Q3.xlsx

182 KB

PDF

T-12-operating.pdf

1.4 MB

JPG

property-04.jpg

2.1 MB

+3 files

Drag in anything you've got.

PDFs, spreadsheets, photos, even messy brochures — DealBrief reads them all. Eight files, 10 MB each.

Extract

parsing…

Property Basics

Address Verified

1234 SW 8th St, Miami, FL

Year Built Verified

2018

Total Units Verified

Occupancy Assumed

91.6%

Financials

T-12 NOI Verified

$285,400

Cap Rate Assumed

6.7%

Gross Potential Rent Verified

$580,320

Asking Price Missing

— you fill this in

AI fills the form for you.

Every field is tagged VERIFIED, ASSUMED, or MISSING — so you know exactly what to double-check before you sign off.

Review

42 / 48 fields

Confidence breakdown

Spot the soft numbers before they leave your desk.

Verified

Assumed

Missing

Ready when you are

Every figure stays tagged in the draft — nothing leaves your desk un-vetted.

Generate OM Draft →

You review. You decide.

Skim the breakdown, fill the gaps, click Generate. DealBrief never produces anything you haven't seen.

Deliver

brickell-view.pdf

Offering Memorandum

The Brickell View

1234 SW 8th St · Miami, FL 33135

Property Summary

Units

Year built

2018

NOI (T-12)

$285,400

Cap rate

6.70%

Investment Highlights

VERIFIED ×37 ASSUMED ×7

DRAFT

Draft-ready, branded, yours.

Branded cover with your logo and colors (Solo plan and up). Every figure carries its provenance tag straight into the draft.

Time saved

Hours of formatting → a review pass

Skip the copy-paste between rent roll, T-12 and your OM template. Your results will vary with deal complexity and how much you refine.

Provenance

Every number tagged

No silent hallucinations — DealBrief tells you which figures it inferred.

Image integrity

Photos never altered

Logos and property shots are embedded as you uploaded them. The AI doesn't redraw them.

DEAL INTELLIGENCE · HOW IT WORKS

Understand a deal before you commit.

Drop deal docs, add your buyer assumptions, and DealBrief returns a draft underwriting analysis, seller and buyer perspectives, risk flags, and an analytical position — every figure tagged so you know what's real and what needs sourcing.

Drop + Assume

/intel

Drop deal documents

Rent rolls, T-12s, OMs, photos. Optional but recommended.

PDF

broker-OM.pdf

3.2 MB

XLS

rent-roll.xlsx

196 KB

DOC

T-12-summary.docx

84 KB

Your buyer assumptions how you'd approach this deal

Strategy

Value-add

Hold period

5 yrs

Target IRR

16%

Equity multiple

1.8×

Leverage (LTV)

65%

Exit cap

6.5%

Two inputs — docs and intent.

Tell DealBrief what the broker sent and how you'd approach this deal. The analysis bends around your hold, your IRR, your leverage.

Analyze

streaming

✓ Parsed T-12 — 12-month NOI (broker-provided) $285,400

✓ Reconciled rent roll — 24 units, 22 occupied, avg $2,015/mo 91.6%

✓ Read the comps you provided · 2024–25 5.8–6.4%

✓ Tested asking cap vs your comp set +30 bps tight

✓ Stress-tested IRR at your 65% LTV, 6.5% exit 13.4%

! Flagged 8 leases below your rent comps by 8–12% · upside +$94K GPR

↻ Reading PCR for capex risk

Real-time underwriting.

You watch DealBrief reconcile the T-12, work through your comps, and stress-test your IRR — tagging every figure as verified, assumed, or missing as it goes.

Surface

4 signals

RED FLAG · UNDERWRITING conf. high

Asking cap tight to your comp set by ~30 bps

Broker asking 6.6% vs the comps you provided (5.8–6.4%). Tight to your comps without value-add execution — flag for diligence.

MARKET CONTEXT estimate · verify

Stress your exit cap before you lean on it

A 6.5% exit assumption could prove optimistic if rates hold. Stress at 7.0%. Market estimate — verify in diligence.

BUYER UPSIDE verified

8 leases below your rent comps by 8–12%

Mark-to-market on rollover could unlock ~$94K GPR over 24 months. Fits your value-add thesis.

SELLER LENS inferred

Portfolio rotation — possible price flexibility

Seller cited Tampa pursuits in the broker memo. A below-ask offer may be worth testing — independent appraisal required before any bid.

Signals, not slop.

Red flags, market context, and seller motive — each card cites where it came from and how confident DealBrief is, so you can defend the call.

Position

analytical position

Analytical position

Pursue with conditions.

Thesis works on value-add execution — but only with a price concession and a 7.0% exit-cap stress. Independent appraisal required before any offer.

Underwritten IRR

13.4%vs your 16%

Equity multiple

1.6×

Exit-cap stress

7.0%

Why

Value-add upside is real — 8 below-comp leases, ~$94K GPR runway.
Cap-rate risk cuts the other way — your exit assumption needs a cushion (stress 7.0%).
Seller appears motivated — portfolio rotation; a below-ask offer is worth testing.

Analytical exercise — not investment advice, a valuation, or an appraisal. You verify, you decide.

Run Deal Intelligence — every figure carries its provenance tag. streams live

One clear call. Defensible math.

DealBrief delivers an analytical position — Pursue, Pursue with Conditions, or Pass — with the IRR, the stress case, and the reasons backing it up.

Draft scope

A first-pass analytical brief

Skip the blank-page start on the Excel screen and first-pass memo. Your results will vary with deal complexity.