Vol. I Data Registry & Reference Layer Source Catalog · 2026
What your AI team learns from — the field-sourced records the roles call — one layer of the platform stack.
Not a destination – a data layer. Capital-provider registries and CRE-market reference feeds the agents call to source lenders, build outreach plans, run sponsor diligence, map capital stacks, and maintain relationship memory.
01 / Registry Editions
Each Edition is a curated, field-sourced directory of CRE capital providers in one category. The Lender Edition is live. Other Editions ship in the order practitioners use them on a deal – capital sourcing (Lender) → execution (Broker) → equity (LP) → operating partner (Sponsor) → ancillary (Service Provider). Every Edition pairs with specific AI agents and skills.
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
CRE debt-advisory directory.
Directory of CRE debt brokers and capital-markets advisors – league-table names plus regional boutiques. Find correspondent broker relationships by geography, asset class, and execution type.
Powers Capital Markets Associate · Sponsor Deal Team bundle
Limited partners and equity allocators.
Directory of CRE-active LPs, family offices, and equity allocators. Map equity allocators by target check size, structure, asset class, and sponsor profile. The hardest data layer to assemble – requires network access. Powers the Capital Raise OS.
Powers Capital Markets Associate · Investor Relations Associate · BD Associate
Active CRE sponsors and operators.
Directory of active CRE sponsors and operators across asset classes. Identify active deal sponsors by track record, asset class, and capital-raising posture. Powers Sponsor Diligence Analyst and Credit Analyst workflows.
Powers Sponsor Diligence Analyst · Credit Analyst
Appraisers, environmental, legal, title.
CRE service-provider directory – title, escrow, environmental consultants, legal counsel, third-party reports – by geography and asset class. Operating data for the Closing OS.
Powers Closing Coordinator · Legal Reviewer · Appraisal Reviewer
02 / Reference Layer
The Registry is not the only data layer. The Source Catalog directs the Research Analyst to external publications; the Market Monitor feeds the Research Analyst and Social Media Manager; the Operating Calendar feeds the Conference Coordinator.
03 / Reference Library
Reports & Briefs
The reference library lives next door.
Quarterly and annual market Reports plus short practitioner Briefs are the reference layer the team learns from – the report gives the credit-cycle read, the Data Registry gives the active lender map.
04 / Workflow Examples
Every workflow takes the same shape: a registry pairs with an agent that calls a skill, and the output lands in a dashboard or template ready for human review.
Next step · live today
The Lender Edition is shipping now – 745 field-sourced CRE capital providers, 36% verified. The concrete data layer your team runs on today.