What extraction pulls from an OM
When you upload an OM, extraction reliably captures:
- Asset basics — address, unit count, year built, class, product type (garden, mid-rise, etc.)
- Headline financials — list price, in-place NOI, T-12 revenue and expense line items when present, occupancy, cap rate if cited
- Market summary — metro, submarket, broker's rent growth and cap rate assumptions, any comp set the broker included
- Unit mix location — extraction identifies where the rent roll lives (in the OM appendix, a separate doc, or missing entirely), but does not pull full unit-by-unit data from the OM itself
Every cited figure gets a filename + page number + quoted source line. Click any field to see its citation chip.
Rent roll parsing
Rent rolls are parsed separately from OMs. Upload a dedicated rent roll document (Excel, CSV, or PDF) and the AI maps unit types, square footage, in-place rents, lease expirations, and concessions. The system handles any format — even scanned PDFs — using LLM-assisted parsing as a fallback.
What extraction does not do
- Rent roll data does not come from an OM. Full unit mix requires a dedicated rent roll doc. Upload it separately and the AI processes it.
- Forward projections. Extraction pulls what the OM says about the asset today. You set pro-forma assumptions in the Revenue, Expenses, and CapEx tabs.
- Deal structure. Debt terms, equity waterfall, and GP economics are entered directly in the Financing and GP / LP tabs.
When a field is wrong
Three things to try:
- Click the field to see the citation. Usually the OM itself was ambiguous — broker listed two different NOIs on different pages. Override by typing the correct value.
- Ask the AI assistant. Open the chat and ask "What did the OM say about [field]?" — the AI can re-read the source and clarify.
- Re-upload. If something is clearly off across several fields, delete the upload and re-add. Sometimes a bad first pass lingers.
Still stuck?
Reply to [email protected] with the deal ID and a note on what you'd expect the field to say.