CRE-trained AI creates professional debt, equity, and investment sales documents, complete with your branding and extracted deal data.
Use AI to generate polished debt, equity, and investment sales OMs in a single session. No more waiting on design resources or losing a week to back-and-forth edits.
Built so anyone on your team can create a polished memo.
Every deal gets the professional presentation it needs to compete.
Spend your hours on client calls and negotiations, not formatting.
AI extracts images, tables, rent rolls, and key metrics directly from your documents. No more copying numbers from PDFs or screenshotting charts from Excel.
You can upload files containing building images, building specifications or features, financial spreadsheets.
Pull images, tables, and metrics directly from your source files.
Lev flags discrepancies before lenders do.
Auto-pulls market context, comps, and property details.
Set your brand once and apply it everywhere. Colors, fonts, logos, and formatting rules stay consistent across every memo, every team member, every deal.
Westfield Capital
2025
San Diego, CA
$15M · Loan Request
Multifamily · Asset Type
Confidential Offering Memorandum
Westfield Capital
Executive Summary
Premier multifamily acquisition opportunity in San Diego, CA. Strategic positioning with proven tenant demand and significant value-add potential.
01
$15M
Loan Amount
02
65%
LTV Ratio
03
24 Mo
Term
04
8.50%
Interest Rate
05
1.35x
DSCR
06
9.2%
Yield
San Diego, CA
Westfield Capital
Property
Well-maintained multifamily asset with recent capital improvements and strong tenant occupancy in a premier coastal submarket.
Westfield Capital
Financials
01
$520K
Gross Revenue
02
$135K
Operating Expenses
03
$385K
Net Operating Income
04
$285K
Debt Service
05
$100K
Cash Flow
06
6.5%
Cap Rate
65%
LTV
1.35x
DSCR
9.2%
Yield
Westfield Capital
Market
San Diego, CA
Source: CoStar, Q4 2024
Key Insight
Submarket vacancy at a 10-year low with sustained rent growth, positioning this asset for continued outperformance.
Background and accents
Text
Themes
Colors, fonts, and logos stay consistent across all documents.
Create templates for each deal type and apply them instantly.
Every doc looks like it came from a professional design shop.
Multiple people can work on the same memo at once. Leave comments exactly where feedback is needed, and track every change with full version history.
@Priya Nair Where did you find this photo?
@Marco We got it from our trip out to the property site @Elena Park right?
No waiting for someone to finish before you can start.
Tag teammates and keep conversation tied to the content.
See who edited what and restore previous versions anytime.
Generate polished, professional deal materials in minutes. Lev pulls from your data, applies your templates, and keeps everything in sync.
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