CIM/OM Distribution & Analytics
Real investor interest shows up in reading and revisits. Capture the signals and advance the deal.
Recommended CIM Structure & Permission Strategy
- 01 Overview (asset summary, location, investment highlights)
- 02 Financials (historical/forecast, rent roll, taxes)
- 03 Legal (title, contracts, litigation)
- 04 Engineering (structure, equipment, maintenance)
- 05 Market (demand, comps, absorption)
Permission groups: Buyer team (view‑only with watermarks), Advisors/Bankers (restricted folders), Legal (legal directory with enhanced access). Apply different expiration and download policies per group to balance access and risk.
Why Structure Matters
A consistent directory structure helps investors and lenders evaluate quickly while reducing questions back to your team. DocBeacon’s engagement analytics show where readers spend time: investment highlights and legal sections often correlate with real intent. Use those signals to prioritize follow‑ups with the most relevant materials and answers.
Access Controls That Reduce Leakage
Enable view‑only for sensitive documents, set dynamic watermarks, and require passwords for external groups. For drafts or versioned documents, disable downloads and enforce expirations. Maintain a single “current version” link and archive prior versions to prevent confusion.
Frequently Asked Questions
Can CIM/OM be shared as view‑only with watermarks?
Yes. Enable view‑only access, dynamic watermarks by user or company, password protection, and expirations. For draft materials or sensitive attachments, disable downloads to reduce leakage risk.
How do we identify real investor interest?
Monitor revisits, time spent in legal sections, and attention on top customer or lease documents. Combine these signals with your pipeline data to prioritize investors most likely to advance.
How should we handle version consistency?
Maintain a single canonical link to the current version and archive older versions. Use update notifications for stakeholders and note changes at the top of the document for easy cross‑reference.
Controlled Access, Clear Intent Signals
View‑Only Watermarks
Control download and forwarding risk with passwords and expirations.
Interest Analytics
Time on highlights and risk sections helps evaluate opportunity quality.
Access Records
Complete access records for compliance and dispute resolution.
Signals That Move Deals Forward
Investors who revisit the CIM within 48 hours and spend significant time in legal or risk sections typically advance faster. If an investor focuses on engineering reports, follow up with maintenance records and cost estimates. When attention clusters around tenant quality and rent rolls, share comparable performance and renewal assumptions.
Use DocBeacon to turn these signals into actions: notify the deal team when a threshold is reached, share curated documents tailored to the sections viewed, and record outcomes to continuously improve your content structure.
Advance Investor Discussions With Data
Identify high‑intent investors and prioritize thoughtful follow‑ups.