VALORE REGISTRY

Vol. II Templates OM-BUILDER Available now

The OM your lender expects, without the agency.

A working Offering Memorandum template – twelve sections, locked formatting, editable everywhere a deal needs to live in its own facts. Built from the OMs lenders actually approve, not the ones that get returned for revisions.

Available now release
$47 retail
$37 founders
PPTX · DOCX formats
On Release
Notify me on launch → Download sample PPTX DOCX

Definition

What it is

Sections

12

Property profile through capital request, every section a lender expects to see.

Formats

DOCX + PDF

Word for editing, PDF for final delivery. No InDesign required.

Founders price

$37

$47 retail. 14-day refund.

Audience

Who this is for

Sponsors raising debt

Need an OM that reads like the one a $50B life co would receive. Skip the $5K broker package and the $500 agency that puts your logo on a Squarespace template.

Capital markets brokers

Standardize OM format across deals. The same template across 12 deals a year saves your analyst from rebuilding it every quarter.

JV partners + co-GPs

Equity capital wants the same data points as debt capital, with different emphasis. The template handles both with a flagged variant.

Family-office allocators

Receive OMs from sponsors using the template; know exactly which sections to read first and where the load-bearing assumptions sit.

Inclusion

What's in the file

  • Executive summary (1 page)
  • Sponsor profile + track record table
  • Property profile (location, asset, history)
  • Market analysis with comparables
  • Tenant / rent roll summary
  • Pro forma operating statement
  • Sources & uses, capital stack
  • Debt service coverage analysis
  • Exit strategy + sensitivity
  • Risk factors + mitigants
  • Closing checklist appendix
  • Footnote and citation conventions

Reference

FAQ

Does this replace a brokerage package?

For a sub-$25M deal, often yes. The template was designed to be sponsor-usable without hiring an OM agency. For institutional-scale deals, it complements brokerage by standardizing the document's bones before the broker layers in their market commentary.

How does this differ from a deck?

A deck is for an LP pitch meeting. An OM is the document that goes into a lender's data room and gets read by credit, underwriting, and portfolio management. Different document, different format, different depth.

Multifamily, industrial, retail, office?

Asset-class variants ship as separate sections within the single template. Replace what doesn't apply; keep what does.

Refund policy?

14-day refund if the file is materially different from what was described, corrupted, or not delivered correctly. Email support@valoreregistry.com.

Pricing

Pricing

Retail at release $47

Founders' price (first 14 days) $37

Single ZIP delivery: editable DOCX + branded PDF. Free point-update releases for 12 months. Informational only – not legal, tax, or investment advice. Independent verification expected.

Implementation

How to use 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.

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.

Quarterly refresh. Free re-download for 12 months from purchase.

14-day refund if the file is materially different from what was described, corrupted, or not delivered correctly.

Or get this in Acquisitions Toolkit for $247 — save ~21% vs à la carte.See all bundles →

Get the file

Open the OM Builder.

Launching soon. Download the full sample below while you wait. Enter your email to be notified on launch with founders' pricing.

Notify me on launch