Seven property workstreams meeting one controlled review boundary
Real estate data room

One property deal, ordered for every reviewer.

Put the offering memorandum, leases, rent roll, title, inspections, financials and permits in one room, then shape each counterparty's view without rebuilding the deal file.

No credit card. The Data Room stays free.
The property index

Structured in the order underwriting runs.

The core package opens first. Legal, physical and operating evidence stay in distinct sections, so a late title exception or renewed lease lands where reviewers already expect it.

01 Offering memorandum
02 Financials
03 Leases
04 Rent roll
05 Title
06 Inspections
07 Permits
Property room · Owner view Seven ordered workstreams
Room structure Share
DocumentStatus
01Offering memorandumReady
02Current rent rollReady
03Title commitmentReview
04Property condition reportReady
Live room · access controlled
Different evidence, different clocks

A transaction spans seven workstreams, each on its own timeline.

Operating numbers move monthly. Leases change tenant by tenant. Title, inspections and permits arrive on their own timelines. One room keeps those streams separate without splitting the transaction.

01

Offering

The property narrative and headline investment case.

02

Financials

Historic performance, assumptions and underwriting evidence.

03

Leases

Tenant agreements, amendments and current obligations.

04

Rent roll

The operating picture that changes as tenants do.

05

Title

Ownership evidence, exceptions and supporting records.

06

Inspections

Physical diligence and the findings behind the asset.

07

Permits

Approvals, certificates and municipal documentation.

Different transaction routes entering one controlled property room
One room, distinct views

Give each counterparty the depth their work requires.

Create room-local groups around the transaction. Buyers can start with the investment case, lenders with the underwriting package, and counsel or brokers with the sections assigned to their work.

Buyer Offering, financials and operating evidence
Lender Underwriting package and supporting title
Counsel Legal, permit or closing scope assigned
Broker Sections needed to coordinate the process
Property room · Effective access Groups + recipient exceptions
17 Mercer Street · AccessSaved
Same room · different views

Prospective buyer permissions

Rules apply to every recipient
in this group

Offering package4 documents
Open
Downloads on
No expiry
Financials + rent roll11 documents
NDA required
Sep 30
Title + leases14 documents
Request access
Sep 30
Inspections + permits9 documents
Recipients8 people
Visible sections3 of 4
Access statusActive
Staged access

Deepen the same room as diligence expands.

When diligence advances, adjust the relevant group or named recipient. The room structure, links and activity history stay intact while the visible scope changes.

A deal-ready room

Build the index once. Keep operating inside it.

RoundOS turns the property package into a current review environment instead of another static handoff.

01

Place the materials.

Bulk-upload the offering memorandum, leases, rent roll and reports into the sections reviewers already understand.

02

Set the entry path.

Use named links, email verification or an NDA gate when the transaction requires them.

03

Change the file in place.

Replace a renewed lease or updated rent roll while existing links continue to the current material.

04

Read the review.

Separate recipient sessions, returns and material activity before the next buyer or lender call.

An updated property document joining the same continuous review route
Current material, same route

A renewed lease stays in the current room.

Replace the material in place. Every link already sent continues to the current version, while the owner keeps the version history behind the room.

Version continuity

Show the current file and preserve what changed.

The recipient sees the active material. The room owner can inspect prior versions and keep the update sequence attached to the same property record.

Rent roll · Version history Current + previous uploads
17-mercer-rent-roll.pdfCurrent · v4
Current document

17 Mercer rent roll

The renewed lease and current occupancy figures are live under the same property-room link.

Version 4Uploaded today · 21:42
Named transaction activity

See who is underwriting and who went quiet.

A buyer's return to the rent roll is different from a lender's first look at title. Keep the recipient, session and material behind each signal instead of reducing the deal to an open rate.

01 Named recipients and return sessions
02 Material-level views and downloads
03 Page attention for rendered documents
Property analytics · Named activity Recipient → session → material
Property analytics · Rent roll Jonas Lee · Prospective buyer Session 03 / 04 · 10m 22s
P 01 0:22
P 02 0:51
P 03 0:04
P 04 4:07
P 05 1:48
P 06 skipped
P 07 1:09
Page 04 is the unit schedule. Jonas spent 4:07 there, then returned before the underwriting call.
Property Q&A · Source attached Material and page retained
Rent roll · Page 12

Question attached to its source context

2 replies
JL
Jonas Lee

Principal · Arc Partners

Does unit 4B

Asked from page 12 · Today, 09:42
AM
Alex Morgan

Deal lead · Northstar Realty

After the current term. I uploaded the executed renewal and updated the rent roll row in the same property section.

AnsweredVisible to prospective buyers
Questions with evidence

Keep the question beside the lease, title item or report.

A reviewer can ask from the relevant material or rendered page. The answer keeps that source context and can remain scoped to the eligible thread, group or room audience.

Choose the transaction layer

Shared storage is too flat. Legacy VDRs are too heavy.

The property team needs structure, controlled access and a readable activity record without turning setup into a project of its own.

Shared drive

Files without a deal model.

One folder tree, broad links and no native connection between recipient identity and the actual review.

Good for internal storage
Legacy VDR

Control with operational weight.

A formal transaction tool can fit complex procurement, but often adds setup and administration before the room becomes useful.

Built for heavyweight process
RoundOS

One current room around the deal.

Ordered sections, recipient access, versions, Q&A and named analytics in one branded review path.

Free to start
Questions

Real estate data rooms, answered.

01 Can a lender team receive a narrower view?

Yes. Create a room-local access group for the lender team and give it the underwriting, financial, rent roll and title sections required for that review.

02 What happens when a lease or rent roll changes?

Replace the material in place. Existing room links continue to the current version while the owner retains the version history.

03 Can the broker and owner manage the same room?

Yes. Room team members can work from the same structured document set, access model and activity view instead of coordinating through one inbox.

04 Do buyers or lenders need a RoundOS account?

No. They enter through the room link and complete only the verification, NDA or other access gate configured for them.

05 Is there an audit record?

Yes. Room activity retains recipient and source context, and the management surface supports an audit export for external review.

06 Does this replace a title company's signing portal?

RoundOS holds the controlled diligence and underwriting room around the transaction. A separate execution workflow can still handle signatures when the deal requires it.

A clear route carrying a property transaction through review
Move the property deal

The room can be live before the next buyer call.

One current property package, shaped for every counterparty.

No credit card. Live in minutes.