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How to use · OM Builder

How to use the OM Builder.

Six steps from PPTX download to a polished OM PDF ready for distribution. Plus practitioner tips on image quality, market-section discipline, and capital-stack visuals.

Practitioner-built ·Pairs with the AI Team when it ships Q3 2026 ·Human review required on every output

A. Six steps

From download to deliverable
  1. 1

    Download the OM Builder pack

    You receive a PPTX template (the slide deck) plus a DOCX planning brief that maps each slide to the content it expects. Save both into a deal-specific folder. The PPTX is meant to be heavily edited; the DOCX guides which sections to fill from your UW Workbook + sponsor materials.

  2. 2

    Replace the brand layer first

    Swap the master-slide logo, primary color, and headline typeface to your firm style before touching content. Editing brand on slide-by-slide later causes drift. The PPTX has one master slide; updating it cascades everywhere.

  3. 3

    Populate the deal-narrative section from your brief

    Sections in order: Executive Summary · Property · Market · Sponsor · Capital Stack · Returns · Risks · Next Steps. The DOCX planner maps each slide to one or two inputs from the UW Workbook + Track Record template + Lender Edition shortlist. Do not write straight into the slides — draft in the planner, then port.

  4. 4

    Pull capital-stack visuals from your UW

    The Capital Stack slide takes proceeds + tranche structure from the UW Workbook's Capital Stack tab. Paste the tranche table as a picture (not as a linked object — embedded charts break when shared). Use the included pre-styled stack-block PPTX shapes for visual consistency.

  5. 5

    Run the QA pass before export

    Walk the deck from slide 1 with the "QA Pass" checklist in the planner: brand consistency, page numbers, headline parallelism, no draft markers, sponsor section reviewed by the sponsor (not just by you). Fix anything that fails before generating the PDF.

  6. 6

    Export PDF + retain editable source

    Export to PDF for distribution (Save As → PDF, embed fonts). Keep the editable PPTX in the deal folder as the source. Suggested naming: OM_<Deal>_v<n>_<YYYY-MM-DD>.pdf. Version each revision; never overwrite a sent PDF.

B. Practitioner tips

Things the file won't tell you on its own
  • Image-quality discipline: every property photo should be ≥1500px wide. Below that, PDF compression turns them mushy on print.
  • The Market section is the most over-written in most OMs. Keep it to 2 slides max — submarket overview + demand drivers. Resist the urge to add a 4-page macro narrative.
  • Sponsor section requires the sponsor's explicit review. Pull bios + track record from the Track Record template; do not paraphrase.
  • Capital-stack visual works best when proceeds are stacked low-to-high (senior at the bottom). Reverse stacking confuses LP audiences.
  • Returns slide: show base case + downside, not just base. LPs read the downside number first.
  • Risks section: be specific. "Construction risk" is not a risk; "construction schedule risk given X submarket's permitting timeline" is.

C. Scope & limits

What this template is — and is not
  • Not a graphic design tool. The PPTX is structured but not branded — your firm style needs to be applied on top.
  • Not a hosted slide editor or collaboration platform. The PPTX is meant for single-author editing with reviewer comments.
  • No animations or video embeds in the template. OMs are read, not presented; animations distract LP readers.
  • Not a substitute for sponsor-prepared materials. The sponsor section requires sponsor review and sign-off before distribution.

D. Pairs with

Components that operate on or alongside this template

  • OM Drafter

    Skill (forthcoming Q3 2026)

    Reads the UW Workbook + Track Record + market notes; drafts the OM section copy for each slide.

  • Capital Markets Associate

    Agent (forthcoming Q3 2026)

    Calls the OM Drafter, coordinates sponsor review, sequences distribution to the Lender Edition shortlist.

  • UW Workbook

    Template (available now)

    Source of the financial inputs — Capital Stack, Sources & Uses, Returns — that populate the OM.

  • Track Record

    Template (available now)

    Source of the Sponsor section content. The OM cites; the Track Record holds the underlying.

  • Lender Edition

    Data (available now)

    Distribution list when the OM is debt-side; pair with Lender Outreach Drafter for personalized cover language.

Next step

Build the full stack around it.

This template is the work surface for a specific AI agent + skill workflow. Open the Company Builder and assemble the matching agents when they ship Q3 2026.

Open the Company Builder Back to OM Builder