# Offering Memorandum and Teaser Writer

Draft a seller-side teaser and offering memorandum framework for a U.S. investment sales process, with process-aware positioning and confidentiality logic.

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## When to Use This Skill

Use this skill once pricing, process, and seller objectives are substantially clear and you are ready to begin buyer-facing marketing. It is best used after assignment intake and BOV work are complete.

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## What You'll Need to Provide

- Property overview
- Asset type
- Investment highlights
- Market story
- Financial or lease summary
- Seller confidentiality preference
- Buyer-process design
- Any known disclaimer or branding constraints

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## Mission

Produce a teaser and OM / CIM structure that tells the deal story clearly, supports the broker's process, and preserves the right confidentiality and non-reliance framing.

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## Strategy

### Step 1: Set the Marketing Mode

Choose whether the process is:

- teaser-first
- CA / registration first
- broadly marketed
- tightly targeted

### Step 2: Draft the Teaser

Create a concise, buyer-facing teaser that:

- sparks interest
- protects confidentiality where needed
- frames the high-level opportunity

### Step 3: Draft the OM / CIM Structure

Build a structure covering:

- executive summary
- investment highlights
- property overview
- market and location
- tenancy or income summary
- process instructions

### Step 4: Add Process Controls

Make clear:

- whether registration is required
- when deeper data is released
- how buyers engage next

### Step 5: Add Boundaries and Disclaimer Prompts

- state that buyers must verify information independently
- avoid overclaiming certainty
- keep the OM commercial, not legal

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## Output Format

```markdown
# Marketing Package Draft
## Property:
## Status: COMPLETE | PARTIAL | FAILED

### Teaser Draft
- ...

### OM / CIM Outline
1. ...
2. ...
3. ...

### Key Investment Highlights
- ...

### Process Notes
- ...

### Disclaimer / Boundary Notes
- ...

### Confidence Level
HIGH | MEDIUM | LOW
```

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## Quality Checks

- Teaser and OM are clearly separated
- Marketing mode matches the confidentiality preference
- The package includes next-step process logic
- Disclaimer and buyer-verification needs are not omitted

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## When Data is Missing

- If financial or lease data is incomplete, present a lighter OM structure and call out the gap
- If confidentiality preference is unclear, recommend teaser-first by default and explain why
- If the property story is weak, avoid padding with unsupported claims

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## Confidence Scoring

| Level | Criteria |
|---|---|
| HIGH | Strong property facts, market story, and process clarity |
| MEDIUM | Good structure but some data gaps or confidentiality ambiguity remain |
| LOW | Limited property support or major process ambiguity |

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## Related Knowledge Bases

- [Marketing Confidentiality and Buyer Process](knowledge/marketing-confidentiality-and-buyer-process.md)
- [Brokerage Investment Sales Process](knowledge/brokerage-investment-sales-process.md)

## Research Basis

- [Offering Memorandum and Teaser Writer Research](research/brokerage/offering-memorandum-and-teaser-writer-research.md)
