Prepare deal files for upload

Upload the same source material an analyst would use to form a first underwriting view.

Files to include

Start with the offering memorandum or broker package, rent roll, T-12 or operating statement, and any debt, capex, tax, insurance, lease, market, or supplemental files available.

Use original PDFs, spreadsheets, and images when possible. Avoid screenshots of tables if you have the source spreadsheet or PDF.

Before upload

Before uploading to the Library, make sure each file opens locally, scans are readable, spreadsheet tabs are visible, file names identify the deal and document type, and duplicate files are removed unless they represent different versions.

Better file names make review easier. Prefer names like oak-view-rent-roll-2026-04.xlsx instead of final-v7.xlsx.

After upload

After uploading, process the files before relying on Agent answers. Processing prepares files for source review, briefs, and underwriting work. Large PDFs, scans, and spreadsheets can take longer.

Use Uploads to review upload activity and add more files.

Do not upload passwords, API keys, private keys, or unrelated customer data.