Real Estate Pitch Book & Offering Memorandum Software

Wow investors with our pitch book-creation tools. Integrate directly with the CRE Suite, using the latest AI tools to tell the story you want.

Use CRE Suite’s OM/Pitch Book Tools to:

  • Use templates for every model, user type and purpose to quickly create compelling materials
  • Customize templates as needed, pulling in brand-right colors, fonts, images and other visual elements
  • Update the pitch book with fresh financials at any time without disrupting the layout or other content
  • Speed up the process by giving the marketing team access to the OM while analysts finalize the financials
  • Grab data directly from the underwriting model, avoiding errors caused by manual retyping
  • Export into a customizable, reusable Microsoft Word or PowerPoint template
  • Tell a more compelling story by bringing in GIS data and/or Google Maps with markers
  • The CRE Suite allows you to grab data directly from the underwriting model, avoiding errors caused by manual retyping

Time kills deals and lack of credibility can kill relationships. Our pitch book-creation tools make it easy for real estate acquisitions teams to share potential deals with their equity investors or investment committee as soon as they issue an LOI or purchase and sale agreement. This can grease the wheels on a syndication to ensure funding.

Sample CREModels Pitch Books

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