Hire, level & run your AI CRE team.

The platform composes five kinds of object into one working team. You seat the AI Team, hand them Skills and Templates, point them at the Data Registry, and they produce reviewed first drafts. Every output assumes human review — nothing ships externally on its own.

• AI Team

  the roles you seat

  Credit Analyst · Capital Markets Associate · Asset Manager.
• Skills

  the single tasks they run

  Draft an IC memo · compare term sheets · build a closing checklist.
• Templates

  the work surfaces they operate on

  UW Workbook · OM Builder · PFS/REO · Term Sheet Reader.
• Tools

  the calculators, trackers, dashboards

  Lender Outreach Dashboard · IC Memo Workspace · Debt Sizing.
• Data Registry

  the data they learn from

  Lender Edition · Market Monitor · Reports · Briefs.

Seat the team → give them Skills & Templates → run on your data → reviewed outputs

Pick a function. Seat the role files. Add the Skills they call, the Templates they operate on, and the data they reference — or load a Starting Roster and customize from there. The Company Builder is the live build surface inside the app.

1. 01

   Choose function

   Debt fund, sponsor, capital markets advisor, asset manager, marketing team, or full operating company.
2. 02

   Seat the AI Team

   38 configured CRE role files across 11 departments. Recommended seats pre-load by function.
3. 03

   Add Skills

   Single-task files the roles call. 77 available across deal, marketing, and operations.
4. 04

   Pair Templates & data

   Valore Templates and registry editions are the work surfaces and data layer your team operates on.
5. 05

   Choose Deployment

   Optional add-ons that package and implement the team — org chart, manual, workflow map, dashboard kit.
6. 06

   Level & run

   Set seats and ratings, then run the team on your deals. Build now; the roster rolls out through 2026.

Each Starting Roster is a configured team of role files, Skills, Templates, and data for a specific CRE function. Pick the closest match below, or open one to see the composition and take it into the Company Builder as a starting point.

See all 8 Starting Rosters — including the Asset Management Reporting team, Construction Loan Monitoring team, Operations & Infrastructure team, and the Full CRE Workflow team — on Starting Rosters.

Each workflow lands on an artifact a deal team would actually use: a lender shortlist, a credit-box check, an IC memo draft, a CP tracker, an LP letter. The team drafts; the practitioner reviews. Nothing ships externally without you.

Human review required on every output below. Valore does not send external communications. No output ships before a practitioner reviews it.

An AI team is only as good as what it reasons over. Valore’s data and reference layer is the moat: field-sourced lender intelligence the team filters and shortlists, plus a reference library it draws on for CRE context.

The Lender Edition and Templates are one-time data products, available now. The AI team runs on a monthly membership — Solo Desk, Analyst Desk, or Full Firm — at-will, cancel anytime. Starting Rosters are included by plan as the first-wave roster ships in Q3 2026.

Honest availability is a feature here, not fine print. This is the one availability surface on the homepage — the full canonical schedule lives on the Roadmap.

01

Live today

Lender Edition · Market Monitor · Operating Calendar · Dispatch · Templates · Sample Library

02

Q3 2026

AI Team — first wave (38 role files) · Skills · Prompt libraries · first Starting Rosters · core Deployment · flagship Tools

03

Q4 2026

Marketing & Growth and Operations & Infrastructure rosters · remaining Tools · Operating Systems tier · Reports & Briefs library · Full CRE Workflow Stack

Valore accelerates the work a deal team already does. It does not replace counsel, tax advisors, insurance consultants, or investment judgment. Files load into the reasoning model your firm already uses; outputs land back in your system for review.