AI Offering Memorandum Extraction
From OM to pipeline in minutes
Built reads every OM and returns structured, source-cited deal data in minutes. So your team spends the day moving deals forward, not entering data.
Extract deal, property, and financial data from any OM
Every field cited back to the source page
Review, edit, and convert to a deal in-platform
Upload via drag-and-drop or forward from email
No prep required • Bring a real deal — we’ll extract it live
Avg extraction
Fields per deal
Avg accuracy
From PDF to pipeline-ready deal in three clicks
1. Upload or email the OM
Built reads every OM and returns structured, source-cited deal data in minutes. So your team spends the day moving deals forward, not entering data.
2. Review AI-extracted data
Side-by-side PDF + extracted fields. Hover any value to see its source in the document. Low-confidence fields are flagged automatically.
3. Convert to a Built deal
One click. The deal lands in your portfolio with properties, financials, and funding sources populated — ready for underwriting.
Every number, cited back to the page it came from
No more second-guessing AI output. Hover any extracted field and Built highlights the exact passage in the OM. Edit with confidence, undo to the AI-suggested value, or exclude fields you don’t need.
Confidence scores surfaced on every field
Fields that need attention are flagged
Export to Excel at any point in the review
Automate rent roll and cash flow spreading
Built extracts information from rent rolls and cash flow statements automatically. Structured financials are ready in minutes with no manual spreading, so your team can qualify deals faster and keep the pipeline moving.
Works on any rent roll or cash flow format
Extracted data flows directly into your deal financials
Keep rent roll and cashflows updated automatically throughout the deal lifecycle
Every deal in your pipeline -- every insight in one place
OM Extraction lives inside Built, giving your team instant visibility into pipeline stage, geography, originator activity, and deal performance from day one.
Benchmark deals against market comparables
Track every deal by stage, geography, originator, and more
See win rates alongside reasons for lost deals with time series analysis
From first OM to funded deal -- and everything after
Built doesn’t stop at origination. Once a deal is in your pipeline, you get full lifecycle visibility — tracking growth, performance, and risk metrics across your entire portfolio from a single dashboard.
Monitor owned principal balance, commitments, and remaining to fund
Slice by deal type, geography, property type, and asset manager
Track period-over-period performance with built-in time series analysis
One platform from initial OM intake to portfolio management
Average time from upload to reviewed deal
Field-level extraction accuracy across asset types
Reduction in manual data entry per deal
Real estate dollars on the Built platform
Your deals, on autopilot.
Everything your team needs to screen faster, track smarter, and close with confidence — built into one platform.
Reporting
Pipeline visibility, concentration risk, and portfolio performance — all in one place, always up to date.
Document generation
Generate deal cover sheets, IC memos, and credit templates in one click — pre-filled from your deal data.
Covenant tracking
Monitor passing, at-risk, and failing covenants across your entire portfolio — with automated alerts before anything slips.
Questions we get before every demo
What document types can Built extract from?
What document types can Built extract from?
Any PDF offering memorandum — multifamily, industrial, office, retail, mixed-use, and portfolio OMs. Upload up to 5 PDFs at a time, 25 MB each, or forward them directly from email.
How accurate is the AI extraction?
How accurate is the AI extraction?
Field-level accuracy averages 96% across asset types. Every field includes a confidence score — low-confidence values and missing required fields are flagged for human review, with the source passage highlighted in the PDF.
Does the extracted data flow into our existing underwriting?
Does the extracted data flow into our existing underwriting?
Yes. Extracted deals land in Built Portfolio with properties, financials, and funding sources populated. From there they flow into your underwriting, draw management, and downstream workflows — and can be exported to Excel at any point.
How long does implementation take?
How long does implementation take?
Most teams are extracting live OMs within a week. If you’re already on Built Portfolio, it’s an in-app toggle. New customers typically complete onboarding in 10-14 days.
Is our data secure?
Is our data secure?
SOC 2 Type II certified. Your OMs and extracted data stay in your Built tenant with role-based permissions and full audit logs. We don’t train shared models on your documents.
SEE IT LIVE
See your OM extracted in real time
Bring a deal you’re working on. We’ll run your actual OM live — you walk away with the data, not a slide deck.