For CRE investment sales and capital markets teams
Build the offering memorandum once. Watermark it to every investor.
Codexroom holds your OM template in code, ties every metric to the underwriting source, and watermarks every share to the investor who opens it. One deal, one library, one trail.
What we know about your deal
Your investment sales team is taking a 12-asset portfolio to market. The OM is in InDesign because design owns it. The teaser is in PowerPoint because the broker rebuilt it on Sunday. The data room is in a folder named "OM_final_FINAL_v3". Three of the assets in the OM have rent rolls that updated this week and nobody re-pulled the numbers.
Every deal is a brand exercise. Every brand exercise deserves a system.
What Codexroom does for a CRE team
The OM becomes a deck the team composes.
The OM template lives in code. Tokens carry the firm's colour ramp. Slide templates hold the asset summary, the rent roll page, the comparable sales, the capital-stack waterfall. Each one typed. Each one composes from the data room.
The data room becomes the source. Every asset (rent roll, NOI, in-place vs market rents, comparable sales) lives as a metric. Each metric carries an approver and a freshness window. The teaser, the OM, and the BOV pull from the same source. The numbers cannot drift.
The teaser ships per investor. One link per institutional investor or LP. Each watermarked. The capital markets lead reads the per-slide engagement chart and knows which investor lingered on the cap-rate slide.
For the broker
The deal comes together in days.
The first draft OM arrives in hours. The teaser ships per recipient in one click. The broker spends the week on the conversations the partner wanted.
Confidentiality
Watermarks every investor sees. Gates the deal team picks.
Every OM share carries a per-investor visible watermark and an invisible fingerprint that decodes back to the share if the file leaks. Layer five gates per share when the deal calls for it: password, IP allowlist for the investor's office, country allowlist for cross-border mandates, email verification with a 6-digit code, and a view cap that self-revokes after the agreed number of opens. The deal team trusts the link. The investor trusts the brand.
See it work
Bring an OM you sent last month.
Also for
Other firms run on Codexroom too.
Private equity
LP decks, IR books, and portco updates that keep every fund on the same brand spine.
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Venture capital
Quarterly LP updates, founder support decks, and portfolio reports on the firm's brand.
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Investment banking
Pitchbooks, CIMs, and fairness opinions with watermarks tied to each prospect.
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Consulting
A governed slide library your partners trust and your associates can compose from.
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