Jake HellerApr 20, 2026
Build Institutional-Grade OMs with Manus
Build Institutional-Grade OMs with Manus
Jake Heller
Learn how to create a professional, institutional-grade offering memorandum for a commercial real estate investment opportunity using Manus AI. This video demonstrates the process of inputting data, structuring slides, and generating a comprehensive 20+ page deck in a fraction of the time it would take manually.
Build Institutional-Grade OMs with Manus
Jake Heller
Learn how to create a professional, institutional-grade offering memorandum for a commercial real estate investment opportunity using Manus AI. This video demonstrates the process of inputting data, structuring slides, and generating a comprehensive 20+ page deck in a fraction of the time it would take manually.
Chapters
00:00
Introduction
Introduction to creating an offering memorandum using Manus AI.
00:34
Data Preparation
01:52
Generating the Slides
02:44
Optimizing the Presentation
07:44
Final Review
08:35
Conclusion
Transcript
00:00
All right, we are going to create an offering memorandum utilizing Manus.
00:07
All right?
00:08
So, I'm going to go to my AI girlfriend, Claude, and we already created a prompt here.
00:16
It's very detailed, okay?
00:18
But essentially we're going to build a professional, institutional grade offering memorandum presentation for a commercial real estate investment opportunity.
00:25
The property is located at 1234 Main Street, Los Angeles.
00:28
We used a lot of mock data here, but the idea is pretty simple.
00:31
We're going to build a 20 page deck.
00:33
Okay?
00:34
So what I would do, okay, assuming this was real information, was I would attach the rent roll, I would attach the P and L, I would attach photos, I would attach a market report, which that's something you could run on Claude or any of the other large language models.
00:49
You can grab it from costar, you could do whatever you want, okay?
00:51
But I would consolidate all of this information into Claude.
00:54
Then what I would do, and I call that a brain dump.
00:57
Okay?
00:57
What I would do is I would brain dump all that into Claude or Chat or whichever One of these LLMs you pay for, okay?
01:03
Then I would ask it to structure the slides one by one.
01:08
So you'll see here slide one, slide two, slide three, slide four, slide five, and six and seven.
01:14
We did this for all 20.
01:16
It doesn't take that much time whatsoever, okay?
01:20
In fact, it takes very little time.
01:21
All right?
01:22
It's literally just piecing together all that information that takes the most amount of time.
01:25
And then you're going to tell Claude, I want you to help me structure this into a professional offering memorandum.
01:31
And it's going to go to work, okay?
01:33
So C prompt below, let's generate a professional offering memorandum.
01:46
I don't even know why I just typed that because we already have that in the prompt.
01:52
So Manus is going to do its thing.
01:54
And it's going to analyze that file.
01:56
And then once, it does that, it should go to work.
02:00
Let's bring this over here.
02:01
So it's got everything.
02:03
So now it's going to prepare and structure the presentation content.
02:06
And on the right here, we should have a little bit of a to do list here.
02:10
so it actually has 22 slides.
02:12
Interesting.
02:14
So it's going to start generating this.
02:16
I've created a BOV using Manus.
02:18
I've never created an offering memorandum, but wow, look at this.
02:21
All right, slides outline.
02:22
Let's see what's going on here.
02:24
Boom.
02:24
Look at that.
02:25
Man, this is clean.
02:26
Big fan, big fan.
02:28
So it's generating our outline and then I'm assuming after that's done.
02:31
It's going to actually start creating our slides, I hope.
02:36
Yep.
02:36
All right.
02:37
So now it's going to start coding.
02:41
Wow.
02:41
Okay.
02:41
Already done.
02:42
So.
02:43
Wow.
02:44
Smart optimize.
02:45
Interesting.
02:46
I don't know what that means.
02:47
Should we try it?
02:47
Let's try it.
02:48
Add more.
02:49
interesting.
02:49
Enrich visual.
02:51
Add more.
02:51
Be concise.
02:52
Refresh layout.
02:53
Cool.
02:53
You could also change the theme.
02:55
Nice.
02:56
It's working on multiple slide holders.
02:58
This is pretty clean.
03:00
And I mean we can make edit edits to it as well or I thought we could.
03:05
That Smart Optimized disappeared.
03:08
I'm not sure where it went, but watch it.
03:10
Wow.
03:10
This is, this is moving pretty fast.
03:13
Dang.
03:13
I want that Smart optimize button.
03:15
I don't know where the heck that Now we're previewing.
03:18
Clean, very clean.
03:20
Not done yet obviously.
03:22
So we'll come back.
03:23
it's working.
03:24
It looks like it's gotten to slide 11 already.
03:27
We'll come back momentarily just to check in on things.
03:30
slide 12 starting to look pretty good.
03:33
Wow, look at that, this interactive.
03:36
What do you call this?
03:37
Pie chart.
03:38
Duh.
03:39
Go fast.
03:39
It codes this stuff.
03:41
Lease expiration schedule.
03:43
Look at these charts here.
03:45
And what I would want to know is if we send a previous om or if we send branding of some sort or I don't know if we just send a bunch of stuff about like previous OEMs that we've built, how close it can get to that.
04:03
Right?
04:03
Because this is great.
04:04
Don't get me wrong.
04:05
I mean this looks like professional grade S I.
04:09
I can't speak S H I T but we'll say stuff out loud.
04:13
This looks like professional grade stuff.
04:15
Okay, but I'm wondering, and this is probably one another video we'll have to do is if you include all of your branding themes, previous OEMs, how close we can get to what we've built in the past.
04:26
That'll be interesting.
04:27
This looks so good though, doesn't it?
04:29
I'm really wondering what happened to that button and our editing capabilities though.
04:33
We'll see if that comes back.
04:34
Yeah, you can Download as a PowerPoint PDF you can convert to Google Slides.
04:39
the possibilities are endless.
04:40
All right, so we're coming on to slide 19 here.
04:42
Look at this.
04:43
Just looks clean.
04:44
You can see the code, you can see the preview.
04:47
Slide 19.
04:48
Where'd you go?
04:49
You were just there.
04:50
Where'd you Go.
04:51
There you go.
04:52
Looks like it's a two part risk factor and mitigation.
04:57
I'm assuming slide 20 is part two.
05:00
Slide 19b.
05:00
Interesting.
05:01
Not a slide 20.
05:02
19a.
05:03
19b.
05:04
Cool.
05:05
Continuing with the remaining slides, if I were to build this on PowerPoint.
05:10
Let's get real.
05:11
Let's get real.
05:12
How long, how long do you think that would actually take to build on PowerPoint?
05:16
My guess is a total.
05:18
Okay.
05:19
A total of, a total of.
05:23
Eight hours.
05:24
I, don't know.
05:25
Ten?
05:26
Six, Six, seven, eight.
05:27
Maybe nine, ten.
05:29
Not totally sure.
05:30
Here's your little team slide.
05:31
Wonderful.
05:32
I think that's the last slide.
05:33
Yeah.
05:33
Look at that.
05:34
Wonderful.
05:34
Looks like we're just wrapped.
05:35
Whoa.
05:35
Slide 23.
05:37
So we only talked about 22 slides.
05:40
Little surprise guest appearance here.
05:41
Let's see.
05:42
Interesting.
05:43
Okay.
05:43
because we did the 19a.
05:44
19b.
05:46
Yeah.
05:46
Whoops.
05:46
Okay, that makes sense.
05:47
Cool.
05:48
So let's see.
05:49
Tell me what to do.
05:50
Manus.
05:51
Tell me what to do.
05:52
Deliver final presentation to user.
05:54
It's going to do that in just a moment.
05:55
I want to figure out how to optimize like we had previously, that button and to be able to change the theme.
06:01
Where'd you go?
06:02
Come.
06:03
On.
06:03
There you go.
06:04
That's the one.
06:05
Smart Optimize.
06:06
That's the one.
06:07
And change theme.
06:09
So before I just start hitting buttons, let me just.
06:12
Let's.
06:12
Let's stay cool, calm and collected here.
06:14
All right.
06:14
Smart Optimize.
06:16
Let's do Enrich Visual.
06:18
Let's just see.
06:20
All right, so it's going to hopefully improve slide number two.
06:24
Wonderful.
06:26
Exactly what we wanted.
06:27
Just looks better.
06:29
So let's go back to our.
06:31
Yeah, it's strange.
06:32
Like now I can't hit that Smart Optimize button again.
06:35
I'm wondering if it's because I have to hit this final version that appears to be the case.
06:42
Okay.
06:42
So Smart Optimize.
06:44
pretty cool.
06:44
We can refresh the layout.
06:46
We could be more concise.
06:47
We could add more.
06:48
Or we could enrich the visual.
06:51
Now we could also change the theme.
06:52
So let's just take a quick look.
06:54
Maybe we don't like that theme and instead we want to see.
06:57
Let's just preview this.
06:58
Not anything that special.
07:01
Cobalt.
07:02
I mean, okay.
07:03
I mean all these are fine, but like, let's just.
07:05
Let's just do that now.
07:06
Let's.
07:07
Let's see about the theme.
07:08
I would think that it's going to go through and redo everything.
07:11
And that is going to take a while.
07:13
I'm I'm actually not going to do that.
07:14
Okay.
07:15
Because it's going to take a long time.
07:17
and I want to just go through this slide deck.
07:19
But that is a great, great feature to be able to change that theme.
07:23
We're just not going to sit around and wait for it at the moment.
07:26
Okay.
07:27
So let's just take a look at this preview.
07:29
My mouse is like, kind of tripping out.
07:32
Look at it.
07:32
I don't know what that was about.
07:33
I need a new computer.
07:34
Just for the record.
07:35
Super slow.
07:36
Super slow computer.
07:39
It's okay.
07:40
We are learning to be patient.
07:42
All right, so we got our slide deck here.
07:44
Let's rip through it.
07:45
Cover.
07:46
Whoops.
07:47
Investment highlights, executive summary, property overview, location overview.
07:52
You want to throw in a little map there.
07:55
Picture.
07:56
Wonderful market demographics, investment summary.
08:00
Year one five year pro forma.
08:02
sources and uses.
08:04
Great.
08:05
Nice little pie chart.
08:06
Lease expiration schedule.
08:08
Wonderful historical operating performance.
08:11
Great value.
08:12
add capital improvement plan.
08:13
Recent market comparables.
08:14
That looks beautiful.
08:16
Downtown LA office market.
08:17
Great exit strategy returns.
08:20
Great risks.
08:21
Investment terms and structure.
08:23
Experience team next steps and contact info.
08:25
Boom.
08:26
It's a beautiful deck.
08:27
Nothing else to say about it.
08:29
Beautiful deck.
08:30
Job well done by Manus.
08:34
really cool to see how quickly that got built.
08:38
Manus is starting to become an all in one platform where you can basically just do whatever the heck you want.
08:43
brilliant fully autonomous agent.
08:45
I mean, we just built a beautiful professional grade offering memorandum with AI in a very, very, very, very, very short amount of time.
08:57
I'm excited that we just put that to the test.
09:00
I haven't built an OM with Manus before.
09:03
That was the first time we have done a bov.
09:05
I'm a lot more impressed after seeing what we just did here with Manus.
09:12
So clap it up.
09:16
Job well done, Manus.