Offering
The property narrative and headline investment case.
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.
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.
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.
The property narrative and headline investment case.
Historic performance, assumptions and underwriting evidence.
Tenant agreements, amendments and current obligations.
The operating picture that changes as tenants do.
Ownership evidence, exceptions and supporting records.
Physical diligence and the findings behind the asset.
Approvals, certificates and municipal documentation.
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.
RoundOS turns the property package into a current review environment instead of another static handoff.
Bulk-upload the offering memorandum, leases, rent roll and reports into the sections reviewers already understand.
Use named links, email verification or an NDA gate when the transaction requires them.
Replace a renewed lease or updated rent roll while existing links continue to the current material.
Separate recipient sessions, returns and material activity before the next buyer or lender call.
Replace the material in place. Every link already sent continues to the current version, while the owner keeps the version history behind the room.
The recipient sees the active material. The room owner can inspect prior versions and keep the update sequence attached to the same property record.
The renewed lease and current occupancy figures are live under the same property-room link.
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.
Principal · Arc Partners
Does unit 4B
Deal lead · Northstar Realty
After the current term. I uploaded the executed renewal and updated the rent roll row in the same property section.
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.
The property team needs structure, controlled access and a readable activity record without turning setup into a project of its own.
One folder tree, broad links and no native connection between recipient identity and the actual review.
Good for internal storageA formal transaction tool can fit complex procurement, but often adds setup and administration before the room becomes useful.
Built for heavyweight processOrdered sections, recipient access, versions, Q&A and named analytics in one branded review path.
Free to startYes. 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.
Replace the material in place. Existing room links continue to the current version while the owner retains the version history.
Yes. Room team members can work from the same structured document set, access model and activity view instead of coordinating through one inbox.
No. They enter through the room link and complete only the verification, NDA or other access gate configured for them.
Yes. Room activity retains recipient and source context, and the management surface supports an audit export for external review.
RoundOS holds the controlled diligence and underwriting room around the transaction. A separate execution workflow can still handle signatures when the deal requires it.
One current property package, shaped for every counterparty.