If you've never used an AI deal tool before, start here. Six minutes of reading saves an hour of redo's.
It's a draft engine, not an oracle. Treat it like a sharp junior analyst who never forgets to flag what's missing.
Behind both tools is Anthropic's Claude AI — the same engine institutional research desks use. DealBrief gives Claude a strict five-step pipeline:
The output is only as good as your input. Give it good data, you get a sharp draft. Give it sparse data, you get a draft with lots of MISSING tags — which is still useful because it tells you exactly what to source before sharing the document.
Every figure, every claim, every line item in your output is tagged. Learn these three and you can trust the output.
Most AI tools make stuff up. DealBrief is built to refuse. If a buyer or principal asks "where did you get this number?" — you can point to VERIFIED (you provided), ASSUMED (with shown reasoning), or MISSING (you sourced it post-draft).
An OM is a marketing document for a deal. The goal is to position the asset clearly, defensibly, and within institutional standards.
If you fill out only five fields, fill these:
Everything else is upside. If you have it, paste it. If you don't, leave it blank — the AI will mark it MISSING and put it on your checklist.
The "Investment Highlights" field is where you bias the narrative. Be specific.
Good location, value-add, rent upside.
Vague. AI has nothing to amplify.
3 blocks from Brickell City Centre; 56 of 84 units unrenovated with $200/mo rent lift demonstrated on prior 28 renovated units; $20M assumable loan at 4.85% fixed through 2028.
Specific. AI turns each fact into a defensible bullet.
The OM will include a Risks section whether you fill this or not. If you fill it, the AI gives those risks the right framing (paired with mitigations). If you don't, the AI generates generic risks. Your version is always better.
You can run an OM with just Property Type, Address, and Asking Price. The output will be ~60% MISSING tags. That's not a failed run — that's a perfect intake checklist. Use the Broker Pre-Distribution Checklist at the bottom as your data-gathering punch list, then re-run.
Where OM Generator is a marketing draft, Deal Intelligence is an analytical read — the "should we pursue?" sharp-pencil view.
Every Deal Intelligence report ends with one of three positions:
The Analytical Position is one analyst's read on the data you provided. It's not a recommendation. An independent appraisal and your own underwriting judgment are required for any binding offer. The report says this explicitly in every output.
The Diligence Checklist at the bottom of every Deal Intelligence report is your pre-LOI sourcing list. Hand it to your analyst, your title company, or your environmental engineer. Each item is something specific to verify before binding.
Standard institutional buyers will check 90%+ of these. If you can hand them a report that already lists what they'll ask for, you look prepared.
Both forms accept files. The AI reads them and pre-fills the form. This is the fastest way to run a deal.
You can drop a rent roll, a T-12, and a property summary together. The AI reads all three and reconciles fields across them. If the rent roll shows $1.92M annualized but the T-12 NOI says $1.85M, you'll see both numbers tagged with their source.
Files are sent to Anthropic's Claude API for processing. We never store the file content on our servers. You are responsible for redacting any personally identifiable information (SSNs, bank account numbers, personal addresses) before uploading. Most CRE files don't contain PII, but rent rolls sometimes have tenant names — your call.
You probably have most of what DealBrief needs already — exported from CoStar, your property-management software, or the OM you received from a listing broker. Drag those files in and skip the form.
Your rent rolls and operating statements live here. These are the highest-value uploads — they pre-fill 60–80% of the form.
| Tool | What to export | Format | Where to find it |
|---|---|---|---|
| Yardi Voyager | Rent Roll · T-12 Income Statement · Variance Report | Excel | Reports → Standard Reports → Financial Analytics |
| RealPage | Property Performance · Rent Roll · Trailing 12 P&L | Excel / PDF | Reports → Operations / Financial |
| AppFolio | Rent Roll · Income Statement (12-month) · Delinquency | Excel / PDF | Reports → Property Management Reports |
| Buildium | Rent Roll · Profit & Loss · Tenant Ledger | Excel / PDF | Accounting → Reports |
| Entrata | Rent Roll · 12-Month Operating Summary · Lease Expiration | Excel | Operations → Reports |
Submarket cap rates, comparable sales, and rent comps. Drop these in for Deal Intelligence to ground its analysis in your local market.
| Tool | What to export | Format | Best for |
|---|---|---|---|
| CoStar | Property Report · Comparable Sales · Submarket Report | Both | |
| CompStak | Lease Comp Report · Sale Comp Report | PDF / CSV | Deal Intel |
| RCA / MSCI | Trends Report · Submarket Sales Volume | Deal Intel | |
| Reonomy | Owner Profile · Property Profile · Mortgage History | PDF / CSV | Both |
| CommercialEdge | Property Report · Comp Set | PDF / CSV | Both |
If you're evaluating a deal someone else is selling, the listing broker's marketing materials are the fastest input — they already contain the full pitch.
| Tool | What to export | Format | Best for |
|---|---|---|---|
| LoopNet | Listing flyer · "Print to PDF" of property page | Deal Intel | |
| Crexi | Marketing Brochure · Property Report | Deal Intel | |
| Buildout / Apto | Existing OM (yours, or one you received) | Both — start point for refresh | |
| The OM you got from a broker | The whole package they sent you | Deal Intel — the killer use case |
If you've already done structured underwriting, drop the model in. DealBrief reads cash flow tabs and renormalizes the numbers.
| Source | What to export | Format |
|---|---|---|
| Argus Enterprise | Cash Flow Report · Resale Analysis · Yield Matrix | PDF / Excel |
| Custom Excel models | Your underwriting workbook (cash flow, sources & uses, sensitivity tabs) | .xlsx |
| QuickBooks (small portfolios) | P&L by Class · Trailing 12 Income Statement | Excel / PDF |
You don't need a paid subscription for these. They're public.
| Source | What to grab | Where |
|---|---|---|
| County assessor | Property tax bill · Assessed value history | e.g., miamidade.gov/pa |
| Recorder of deeds | Last sale price · Existing mortgages · Liens | County recorder website |
| City planning | Zoning letter · Code compliance status | City building/planning department |
| FEMA Flood Map | Flood zone designation | msc.fema.gov |
If you're evaluating a deal someone else is selling, drop the listing broker's full OM PDF into Deal Intelligence. DealBrief reads their pitch, extracts every figure they cited, and gives you the buyer-side analytical read on it — including the questions to push back on. This is the highest-leverage workflow on the platform.
Files go to Anthropic's Claude API for processing — they're not stored on our servers, but you should still strip sensitive content before upload. Most CRE files are fine; rent rolls sometimes have personal data:
DealBrief outputs are drafts. Treat the AI like a junior analyst — review their work before forwarding.
Each report can be downloaded as two PDFs:
Clean version for sharing with buyers, principals, lenders. All VERIFIED / ASSUMED / MISSING tags are stripped. Requires you to check a box certifying you've reviewed every figure. Use this for external distribution.
Internal version with all tags preserved. Shows you exactly what's verified, what's assumed, what's missing. Use this for your own analysis, your team, your file.
Even if you plan to send the Marketing PDF, download the Working PDF too. It's your audit trail of what the AI saw vs. what it inferred. Keep it in your deal file.
The AI-Generated Draft Notice on every report is not boilerplate — it's a working rule. Every figure must be broker-verified before distribution. Don't skip this.
Every deal has risks. If you leave Risks blank, the AI generates generic ones (insurance, vacancy, etc.). Your version — specific to this deal — is always sharper. Fill it.
The AI tags broker-provided figures as VERIFIED. If you provide a wrong NOI to make the cap rate look better, the report will defend that number — and your reputation rides on it when a buyer's diligence team checks. Use real numbers.
OM Generator = marketing draft (sell the deal). Deal Intelligence = analytical read (should we pursue?). If you're underwriting an acquisition, run Deal Intelligence. If you're listing a property, run OM Generator. Sometimes you need both — see next section.
The disclaimer at the bottom of every output is your legal cover. It's small. Don't remove it. The Marketing PDF keeps it as a footer for exactly this reason.
First run on a deal with sparse data will have lots of MISSING tags. That's fine. Use the checklist, source the data, re-run. Your second pass will be 80% better. Free tier gives you 3 runs per product — that's enough for one deal with two refinements.
You're listing a property and want to pre-anticipate what a sharp buyer will push back on. Run Deal Intelligence on your own listing — read it as the buyer would — then strengthen the OM accordingly. This is the move that separates listing brokers who close from those who lose deals in diligence.
You have 3 free OMs and 3 free Deal Intelligence reports. Start with whichever fits the deal in front of you.