Company Builder

Build your AI-powered CRE company.

Step-by-step: pick your company type, choose the agents on your team, add the skills they perform, pair the templates and data they operate on, and select deployment assets. Your stack saves locally and updates the price as you go.

Start Building Load a sample stack

Saved locally in your browser · Model-agnostic files · One-time purchase · Human review required · Ships Q3 2026

What you are building

Seven object types, one stack

Agents

are the team members. 34 configured CRE roles.
Skills

are the tasks they perform. 60 single-task files.
Templates

are the work products they operate on. UW Workbook, OM Builder, PFS/REO.
Tools

are calculators, trackers, and dashboards. HTML / React / Claude-artifact.
Data

are registries, calendars, and market feeds. Lender Edition, Market Monitor.
Deployment

assets package the system for internal use. Org chart, operating manual.
Prompts

are reusable instruction sets. CRE Prompt Library + General Business.

Lender Registry + Capital Markets Associate + Lender Outreach Skill + Outreach Dashboard = lender sourcing and follow-up system.

UW Workbook + Credit Analyst + Investment Memo Drafter + IC Memo Workspace = first-pass deal screening package.

✓ Available now

Lender Registry · Market Monitor · Operating Calendar · Excel Shortcuts · Buy vs Rent · Sample Library · Dispatch

→ Q3 2026

AI agents (first wave) · skills · prompt libraries · workflow bundles · core deployment assets · flagship dashboards

→ Q4 2026

Marketing & Growth team · Operations & Infrastructure team · remaining dashboards · CRE Operating Systems · Reports + Briefs library

Saved stacks can include any item. Forthcoming items convert to one-time purchases at their ship windows.

Choose a starting point

Pre-assembled stacks · one-click load · customize after

Each stack pre-loads a recommended team, skill set, templates, data, and deployment assets for one CRE use case. Adjust anything after loading. Or jump to Step 1 and start from scratch.

AI Debt Fund Team

Best for Private lenders, debt funds, and lean lending teams running an AI-powered credit desk.

8 agents 7 skills 4 templates 2 data 2 deployment

~$297 founders' bundle

AI Sponsor Capital Team

Best for Sponsors, developers, and acquisitions teams raising debt or equity.

6 agents 6 skills 4 templates 3 data 2 deployment

~$267 founders' bundle

AI Capital Markets Advisory Team

Best for Debt brokers, mortgage bankers, and sponsor-side capital-markets teams.

7 agents 7 skills 2 templates 3 data 2 deployment

~$227 founders' bundle

AI Asset Management Team

Best for Asset and portfolio managers running reporting, variance, and covenant workflows.

6 agents 7 skills 4 templates 1 data 3 deployment

~$227 founders' bundle

AI Construction Loan Team

Best for Construction lenders and developers monitoring active projects.

6 agents 6 skills 4 templates 1 data 2 deployment

~$227 founders' bundle

AI Marketing & Growth Team

Best for Advisory firms, sponsor IR teams, and founders building a content + BD engine.

8 agents 8 skills 0 templates 2 data 3 deployment

~$297 founders' bundle

AI Operations & Infrastructure Team

Best for Operations leads standing up AI usage, file structure, dashboards, and SOPs.

7 agents 8 skills 1 templates 0 data 4 deployment

~$267 founders' bundle

Step 1

Choose your company type

Each pick pre-loads a recommended team you can adjust below.

Step 2

Choose your AI team members

34 agents across 11 departments. Recommended seats are pre-selected.

Executive & Coordination

1 role

Capital Markets

2 roles

Recommended

Additional

Credit & Underwriting

4 roles

Recommended

Additional

Diligence & Closing

2 roles

Asset Management

4 roles

Recommended

Additional

Construction

1 role

Investor Relations

1 role

Research & Data

2 roles

Marketing & Growth

10 roles

Recommended

Additional

Operations & Infrastructure

6 roles

Recommended

Additional

Administration

1 role

Step 3

Add skills

60 skills — single-task files agents call. Grouped by category. Selections paired with your team auto-highlight as you go.

Credit & Underwriting

9 skills

Capital Markets

6 skills

Diligence & Closing

6 skills

Asset Management

7 skills

Construction

3 skills

Marketing & Growth

15 skills

Operations & IT

14 skills

Step 4

Add templates and tools

Valore templates and tools are the AI-ready work surfaces your agents operate on. Dashboards forthcoming Q3–Q4 2026.

Templates

DOCX / XLSX structured work products

Tools

Calculators, models, readers, trackers

Dashboards

HTML / React-ready / Claude-artifact · ships Q3–Q4 2026

IC Memo Workspace $89 · Q3 2026 Lender Outreach Dashboard $89 · Q3 2026 Term Sheet Comparison Dashboard $59 · Q3 2026 Debt Sizing Dashboard $49 · Q3 2026 AI Team Command Center $99 · Q4 2026 Closing Tracker $49 · Q4 2026 Asset Management Dashboard $69 · Q4 2026 Marketing Content Calendar $49 · Q4 2026 Prompt Library Dashboard $39 · Q4 2026

Free resources

Lead-magnet templates · live now

Step 5

Add data and registries

The capital-markets data layer your agents use to source, screen, and follow up.

Step 6

Add deployment assets

Optional materials that help you present, onboard, customize, and operate your AI team. The team works without them.

Presentation

Materials to introduce the team to partners, LPs, and new hires.

Implementation

Step-by-step rollout — folders, accounts, dashboards, week-one tasks.

Operations

Day-to-day operating layer — role cards, manual, workflow map, SOPs.

Customization

Make the team your own — branded prompts, custom names, dashboard kit.

Step 7

Add prompt libraries

Reusable instruction layer for users who want flexible prompts outside the prebuilt agents and skills. Both libraries carry the ask-first discipline: every prompt asks for deal context, firm context, and audience before producing output.

Forthcoming Q3 2026

CRE Prompt Library

120+ ask-first prompts for CRE finance workflow.

A curated, ask-first prompt library tuned for CRE capital markets workflow — lender outreach, IC memo prep, sponsor diligence, capital-stack scenarios, RFP responses, term-sheet review, conference follow-ups.

Use for

Draft a lender outreach email with sponsor-specific context
Generate an IC memo skeleton from a deal brief
Build a capital-stack scenario for an LP presentation
Produce an RFP response section for a debt placement engagement

Forthcoming Q3 2026

General Business Prompt Library

80 ask-first prompts for executive workflow.

A general-business prompt library carried over from the Andrew Irvine Prompt Books series — meeting prep, email drafting, research briefs, contract review, hiring, board prep, performance feedback.

Use for

Prep a board update with structured talking points
Draft a difficult-feedback conversation script
Build an intro-email sequence for new business development
Run a structured hiring interview prep

Outputs

What your stack can produce

Updates live as you select skills. Each line is a concrete deliverable the team can draft and queue for review.

Select skills to see what your stack produces.

Trust

What this is — and is not

Explicit limits before you commit a stack to a real CRE workflow.

What this is

A modular set of AI-ready roles, task files, templates, tools, dashboards, and data products for CRE workflow. Model-agnostic. One-time purchase per component. Human review required on every output.

What this is not

Autonomous employees
Legal, tax, insurance, or investment advice
A replacement for professional judgment
A platform that sends external emails automatically
A substitute for human review

Your stack is ready.

Review your stack in the sidebar. Share the link to bring teammates in. Or save and come back — your selections persist in this browser.

When the pillar opens Q3 2026, Dispatch subscribers receive a launch link with founders' pricing for the first 14 days. Subscribe to the Dispatch.