Data Registry
The data layer your AI team operates on.
The Registry is not separate from the AI company builder — it is the data layer
your agents use to source lenders, build outreach plans, run sponsor diligence, map
capital stacks, and maintain relationship memory.
Field-sourced · Practitioner-built · Not an enterprise CRE platform replacement · One-time purchase per Edition
A. Registry Editions
One Edition per capital-provider category
Each Edition is a curated, field-sourced directory of CRE capital providers in one
category. The Lender Edition is live. Other Editions follow on the roadmap. Every
Edition pairs with specific AI agents and skills in your CRE team.
Live
Lender Edition
The capital-provider data layer.
Field-sourced directory of CRE capital providers — banks, debt funds, agencies, life cos, regional shops, family offices. The data layer your Capital Markets Associate, BD Associate, CRM Manager, and Lender Outreach Skill operate on.
Powers Capital Markets Associate · BD Associate · CRM Manager · Lender Outreach Drafter
Forthcoming Q3 2026
Broker Edition
CRE debt-advisory directory.
Directory of CRE debt brokers and capital-markets advisors — league-table names plus regional boutiques. Operating data for the Sponsor Deal Team bundle.
Powers Capital Markets Associate · Sponsor Deal Team bundle
Forthcoming Q4 2026
Sponsor Edition
Active CRE sponsors and operators.
Directory of active CRE sponsors and operators across asset classes. Powers Sponsor Diligence Analyst and the Credit Analyst diligence workflows.
Powers Sponsor Diligence Analyst · Credit Analyst
Forthcoming Q4 2026
LP Edition
Limited partners and equity allocators.
Directory of CRE-active LPs, family offices, and equity allocators. The hardest data layer to assemble — requires network access. Powers the Capital Raise OS.
Powers Capital Markets Associate · Investor Relations Associate · BD Associate
Forthcoming 2027
Service Provider Edition
Appraisers, environmental, legal, title.
CRE service-provider directory — appraisers, environmental consultants, legal counsel, title companies. Operating data for the Closing OS.
Powers Closing Coordinator · Legal Reviewer · Appraisal Reviewer
B. Other data + reference products
Source Catalog, Operating Calendar, Market Monitor, Briefs, Reports
The Registry is not the only data layer. The Source Catalog directs the Research Analyst
to the right external publications, the Operating Calendar feeds the Conference
Coordinator, the Market Monitor feeds the Research Analyst and Social Media Manager,
and the Reports + Briefs libraries are the reference layer the team learns from.
C. Workflow examples
Data layer + agent + skill = deliverable
The Registry isn't a destination — it's a data layer. Every workflow shows the
same shape: a registry pairs with an agent that calls a skill, and the output drops into
a dashboard or template ready for human review.
- Data Lender Registry → Agent Capital Markets Associate → Skill Lender Outreach Drafter → Deliverable Personalized outreach + Outreach Dashboard
- Data Operating Calendar → Agent Conference Coordinator + BD Associate → Skill Conference Follow-Up Sequencer → Deliverable Pre-event meeting list + 3-touch follow-up plan
- Data Market Monitor → Agent Research Analyst + Content Writer → Skill Newsletter Drafter + LinkedIn Post Drafter → Deliverable Weekly newsletter + LinkedIn calendar
- Data Lender Registry + Sponsor Registry → Agent CRM Manager → Skill Lender Feedback Memory Builder → Deliverable Structured CRM + recallable relationship memory
Next step
Pair the data layer with an AI team.
Open the Company Builder to assemble agents, skills, and the data products they
operate on — into a stack you can run.