From Offering Memorandum to Closing

Drop in an offering memorandum and the deal is started. Run it through your stages, then keep everything you learned when it closes.

Juniper YardsAcquisition, Industrial, Dallas

ScreeningUnderwritingLetter of IntentUnder ContractCommitteeClosed

Contract Price$54.8M

Price per SF$133

Going-In Cap Rate6.1%

ClosingJan 15, 2027

Deal Document	Kind	Status
Juniper_Yards_OM.pdf	Offering Memorandum	Read
Purchase_Agreement.pdf	Purchase Agreement	Read
First_Amendment.pdf	Amendment	Read
Title_Commitment.pdf	Title Commitment	Read
Property_Condition_Report.pdf	Property Condition Report	Read

Started from the memorandumAn offering memorandum sets up the asset and the deal, ready to screen.
Every document readPurchase agreements, title, environmental and condition reports land on the deal.
Decided and keptCommittee memos are written, votes recorded, and the seller's history kept apart.

Instant asset setup from memorandums

Turn broker offering memorandums into structured deal records ready for immediate financial screening.

Juniper_Yards_OM.pdfAsset and Deal Created

Asking Price$56.0M

Rentable SF412,000

In-Place NOI$3.34M

Percent Leased96.0%

Found	Value	Page
Year Built	2008	p. 4
Clear Height	32 ft	p. 5
Tenants	14, rent roll saved	p. 18
Operating Statement	2023 to 2025, by month	p. 22

Page 6: “The park is 96.0% leased to 14 tenants with a weighted average lease term of 4.8 years.”

Automated memorandum ingestionUpload broker PDFs to read in property details, historical financials and rent rolls automatically.
Immediate screening readinessPopulate preliminary underwriting metrics and asset profiles in minutes instead of hours of manual entry.
Source page verificationOpen the exact page of the memorandum behind any figure read from it, with its words highlighted.

Deal pipelines with diligence checklists

Track every opportunity across acquisition stages with clear task checklists and critical milestone dates.

Juniper YardsChecklist: 6 of 9 Done

Due Diligence EndsDec 4, 2026

Financing ContingencyDec 18, 2026

ClosingJan 15, 2027

Item	Given To	Due	Status
Review Title Commitment	David Lim	Nov 13	Done
Order Phase I Environmental	Rachel Okafor	Nov 13	Done
Review Property Condition Report	David Lim	Nov 20	Open
Tenant Estoppels	Rachel Okafor	Nov 27	Open

Visual stage trackingMonitor deals from initial screening and letter of intent through due diligence and final closing.
Deal specific checklistsAssign diligence tasks across your team and track each one, with due dates set as the deal reaches each stage.
Critical date managementKeep inspection periods, financing contingencies and closing deadlines on one shared calendar, with alerts as they near.

Purchase agreements mapped to terms

Read executed contracts and subsequent addenda directly into the deal record to keep legal terms current.

TermsJuniper Yards

Term	Value	From	Was
Contract Price	$54,800,000	First Amendment, p. 1	$55,500,000
Earnest Money	$1,000,000	Purchase Agreement, p. 3
Due Diligence Expiration	Dec 4, 2026	First Amendment, p. 1	Nov 24, 2026
Closing Date	Jan 15, 2027	Purchase Agreement, p. 6
Seller	Juniper Yards Owner, LLC	Purchase Agreement, p. 1

Amended The first amendment lowered the price by $700,000 and extended due diligence ten days.

Automated contract parsingRead purchase prices, earnest money deposits and closing timelines straight from signed agreements.
Addendum version trackingLoad contract amendments and their negotiated extensions and price changes replace the earlier terms on the deal.
Eliminated manual abstractionReplace contract summary spreadsheets with terms kept on the deal, each traced to the page it came from.

Third party reports read automatically

Read title commitments, environmental studies and property condition reports directly into your permanent deal file.

Due DiligenceJuniper Yards

Immediate Repairs$186,500

Ten-Year Capital Needs$2.41M

Phase INo RECs

Title Exception	Kind	Status
Item 9: Drainage easement, west boundary	Easement	Accept
Item 12: Deed of trust to Northgate Life	Lien	Seller to Cure
Item 14: Rail spur agreement	Agreement	Not Reviewed

Added to Checklist Roof repairs at Building C, $142,000, flagged as immediate.

Automated report extractionPull key findings, capital reserve recommendations and title exceptions straight from lengthy PDF reports.
Centralized diligence archiveKeep Phase I environmental assessments, surveys, title and engineering reports organized with the deal.
Actionable risk visibilitySurface immediate capital needs and title encumbrances early, added to the deal's checklist, so your team can price risk accurately.

Committee memos written and voted

Generate screening summaries and investment committee memos from the deal's own data, and record each approver's vote.

Investment Committee MemoWritten

Bramblewood CapitalJuniper Yards | Investment Committee

We recommend acquiring Juniper Yards for $54.8M ($133 per SF), a 6.1% going-in cap rate on $3.34M of in-place net operating income, with immediate repairs of $186,500 funded at closing.

Committee: 2 of 3 Approved

Approver	Vote	When
Dana Whitfield	Approved	Nov 30
David Lim	Approved	Nov 30
Rachel Okafor	Waiting

Automated memo draftingProduce screening summaries and investment committee memos from the deal's terms, documents and figures.
Formal voting recordsRecord each approver's vote in the platform, with the reason for any decline, and move past committee only once every vote is in.
Complete decision lineageKeep every version of a memo and every vote alongside the acquisition record for future audits.

Seller history kept strictly separate

Keep the seller's numbers before closing apart from your own results, while benchmarking your first year against them.

Your First Year Against the SellerWrenfield Business Park, Closed Jun 28, 2026

NOI	Yours	Seller, a Year Before	Change
July	$351,200	$338,400	$12,800
August	$346,900	$341,100	$5,800
September	$358,300	$349,500	$8,800
Total	$1,056,400	$1,029,000	$27,400

Seller's History Statements before June 28 are kept for reference and left out of your figures.

Clean ownership boundariesKeep the seller's operating history intact for reference without blending it into your own track record.
First year variance benchmarkingCompare each month you own directly against the same month under the seller a year before.
Seamless asset handoffMove a closed deal straight into asset management with every diligence document already on the asset.

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