OM Design in the AI Search Era
Written By: Jules Flesner
Yesterday’s Offering Memorandum (“OM”) templates won’t cut it! Your investor fundraising OM needs to be strategically redesigned for today’s new AI search + transparency era.
What changed in the market that makes old OM templates outdated?
CRE private equity fundraising is harder after the sharp market slowdown in 2022.
Deal volume has dropped, and public platforms like Crowd Street advertise significantly fewer opportunities.
Investors expect more transparency and consistency across the sponsor’s website, online visibility, and inside the offering deal room.
Investors now compare, deep dive and fact-check OM details instantly using AI search engines (e.g. ChatGPT, Google AI Overviews).
New! Offering Memorandum Design Best Practices
Key risks disclosed upfront
Sponsor fees highlighted in the opening summary
Pro forma income projections must consider evolving legislation and all-in advertised pricing, including mandatory/optional fees
Compliance shifts: Some U.S. states and cities are capping or banning certain fees (pet, admin, late fees, etc.)
Sources required: Include only objective data with citations and links to credible sources. Avoid exaggerated claims or marketing language. Use statistics from respected industry organizations (e.g., ULI, NAA) rather than sales-driven agencies (e.g., brokerage firms).
Why Should I Update Our Offering Memorandum Template?
AI search engines are drastically reshaping CRE investor behavior. Your OM is often the starting point for evaluating an opportunity, and today’s investors can easily fact-check every detail and deep dive search on interesting deal points. This means your OM, website, and public visibility must proactively answer questions, control the narrative, and present information that is accurate, consistent, neutral, and backed by credible, cited sources.
The $1,500 Document That Could Unlock Millions
Need help with your Offering Memorandum Design?
Vermillion Design + Co. designs Offering Memorandums that highlight your story and make complex numbers simple at a glance. Pricing starts at $1,500 flat fee (up to 40 pages). Start with a free intro call to get a custom quote.
