How to build an OM Summarizer Agent
An AI-powered investment analysis assistant that reads operating memorandums for private real estate lending deals, extracts key metrics (IRR, cash-on-cash returns, risk profile, etc.), and delivers professional investment recommendations.
Challenge
Manually reviewing lengthy private lending operating memorandums (OMs) for real estate investments is time-consuming and requires expertise to extract key financial metrics, risk factors, and investment recommendations.
Industry
Real Estate
Department
Sales
Finance
Integrations
OpenAI
Anthropic
Transform how you evaluate private lending opportunities with this intelligent document analysis workflow. Simply upload an operating memorandum and receive a comprehensive investment breakdown in seconds.
How It Works:
Document Upload – Users upload their operating memorandum (OM) document through the Files input, which processes and extracts the text content for analysis.
Intelligent Data Extraction – A specialized AI assistant (powered by OpenAI GPT-5.1) analyzes the OM and extracts eight critical investment metrics:
Target IRR
Cash-on-cash IRR
Tax benefits
Investment summary
Real estate details
Risk profile
Investment lock-in period
GP team experience
Portfolio Manager Recommendation – A second AI layer (powered by Anthropic Claude 4.5 Sonnet) acts as a financial portfolio manager, evaluating the extracted data points against current market trends, interest rates, and risk factors to provide a professional investment recommendation.
Actionable Output – Users receive a clear, concise analysis with bullet-point summaries and a recommendation on whether to proceed with the investment.
Key Benefits:
Reduces hours of manual document review to seconds
Ensures consistent extraction of critical investment metrics
Provides objective, data-driven investment recommendations
Supports due diligence with citations from the source document
