How to use Valore templates.
Every Valore template that needs more than a download ships with a six-step walkthrough. These aren’t marketing pages — they’re the field notes a practitioner would hand a junior analyst on day one. What to fill in, in what order, what the lender will actually look at, and where the deals you’ve seen run aground.
A. Underwriting
- UW Workbook
Six steps from raw rent roll + T-12 to a clean IC Summary. Practitioner tips on stabilized NOI alignment and where credit memos quietly diverge from the model.
- Cash Flow Projection
Six steps from operating assumptions to a 10-year levered cash flow with LP-facing returns. Tips on expense growth, IO + amort triggers, and exit-cap honesty.
- Sensitivity Analyses
Six steps from base case to IC-ready downside framing. Tips on step-size discipline, why IRR is misleading, and how to handle the downside cell honestly.
- Renovation Budget
Six steps from PCR-flagged scope to a draw-schedule-ready budget. Tips on per-unit cost benchmarking, MEP under-budgeting, and GC selection.
- Tax Abatement Model
Six steps from abatement agreement to 30-year projection + NPV + expiration shock. PILOT vs statutory, HTC recapture, NYC 421a/421g drift, OZ holding-period mechanics.
B. Capital Raising
- OM Builder
Six steps from PPTX download to a polished OM PDF ready for distribution. Tips on image quality, market-section discipline, and capital-stack visuals.
- PFS / REO Builder
Six steps from XLSX download to a signed PFS + REO Schedule + Lender Summary. Tips on contingent liabilities, liquidity discipline, and the maturity-bucket view lenders actually use.
- Track Record
Six steps from XLSX database to audience-appropriate PPTX cuts (LP / debt-fund / lender). Realized-IRR conventions, hold-period math, quarterly refresh cadence.
- Sponsor Org Chart Pack
Six steps from entity-database population to a lender-ready org chart + diligence checklist. SPE discipline, guarantor-vs-PFS pairing, foreign-ownership disclosure, trust structures.
- Lender Checklist
Six steps from kickoff call to funded loan. Title commitment timing, insurance binder discipline, third-party report cadence, and where closing-day blockers come from.
C. Closing & Execution
- Term Sheet Reader
Six steps from raw term sheet to a side-by-side comparison and selection memo. Recourse language, prepay structures, and where comparisons typically go wrong.
- Insurance Matrix
Six steps from lender requirements to a bound policy ready for closing. Builder's Risk vs Property, wind deductibles, flood-zone discipline, exclusion-list scrutiny.
- AIA Forms (G702/G703)
Six steps from contract kickoff to lender-ready monthly draw memo. Physical-vs-financial % complete reconciliation, contingency burn, lien-waiver gaps that block draws.
- Timeline Builder
Six steps from variant pick to a distribution-ready milestone calendar with RACI matrix. Close-date anchoring, dependency modeling, the single-Accountable rule.
D. Reference & Utilities
- Tax Analysis Pack
Six steps from county tax-bill pull to a 10-year tax projection feeding the UW Workbook. Reassessment-on-sale mechanics, abatement step-down, year-2 NOI surprises.
E. The agent side of the workflow
Walkthrough
How to load a Valore agent into Claude, ChatGPT, or Gemini.
Every Valore agent ships as a self-contained Markdown file with system prompt, tool permissions, source-citation discipline, and output-format constraints. Loading it takes five steps and ten minutes. We walk through each of the three major platforms with a worked example: Credit Analyst + Investment Memo Drafter + the UW Workbook.
Open the agent walkthroughBuild the stack
Templates are the deliverables. The Company Builder assembles the team.
Open the Company Builder to assemble agents, skills, templates, data feeds, dashboards, and prompts into a single operating stack tuned to your firm’s shape. The AI Team ships Q3 2026; the templates and prompt libraries ship now.