A broker sends over an offering memorandum or a listing for an asset on the market, and before it goes on your pipeline you need a fast read on the seller, the submarket, and whether it fits the mandate. Forward it to Amy and it pulls the key deal terms, researches the ownership, and frames an initial buy-side view.
Forward the OM or listing to Amy with this note
What you get back
- The key deal terms with researched ownership and likely seller motivation
- A submarket read and a fit check against your buy box
- A pursue, watch, or pass call with the key risks and any prior contact
Required integrations
Reviewing several at once? Forward each OM the same way and ask Amy to rank them against the buy box so your best opportunity rises to the top.
