VALORE REGISTRY

Modular pricing. Build your stack.

Pick individual agents, skills, templates, registries, and dashboards — or grab a pre-assembled workflow bundle. Every purchase is a one-time transaction; no subscription. Model-agnostic files.

The fastest path to a clean stack: open the Company Builder, pick a company type, and the recommended team + price assembles automatically.

$1,794 à la carte total (all SKUs)
$997 Founders Pass
~44% savings vs à la carte
41 individual SKUs across 5 pillars
  • One-time purchase
  • No subscription
  • Gumroad checkout
  • Instant digital download
  • Single-seat license
  • 12 months of included updates
  • Free 25-record sample

Modular pricing — per component

Pick à la carte or bundle. Builder calculates live.

Every component is a one-time-purchase file. Mix any combination in the Company Builder and the price updates as you select. Pre-assembled bundles deliver ~50–60% savings over the equivalent à-la-carte basket.

  • AI Agent $37–$77 founders · $47–$97 retail A configured CRE role. Drop into Claude, ChatGPT, or any model host.
  • Skill $9–$47 founders · $12–$47 retail A single-task file an agent calls. Operates on a specific Valore deliverable.
  • Template Free–$79 founders · Free–$79 retail XLSX / DOCX / Markdown work surface. Two ship free as lead magnets.
  • Registry Edition $47–$197 founders · per Edition Field-sourced data layer. Lender Edition live; Broker, Sponsor, LP, Service Provider on the roadmap.
  • Dashboard $39–$99 founders · $59–$149 retail HTML / React-ready / Claude-artifact surface. 15 on the roadmap.
  • Prompt Library $19–$37 founders · $29–$47 retail Ask-first prompt collections. CRE-specific and general business.
  • Deployment Asset $9–$49 flat Optional add-ons: org chart, role cards, operating manual, HTML kit, SOP pack.
  • Team Bundle $227–$297 founders · $297–$397 retail Pre-assembled team for one CRE use case. 8 bundles available.
  • Full AI CRE Company $997 founders · $1,497 retail All 34 agents, 60 skills, prompts, paired templates, deployment assets.

AI Team Bundles

8 pre-assembled teams · agents + skills + paired templates

Each bundle is a configured team for one CRE use case. Bundles save ~50–60% over the equivalent à-la-carte basket. The Full AI CRE Company includes every agent, every skill, and the paired templates and deployment assets.

Forthcoming Q3 2026

AI Capital Markets Advisory Team

Source lenders, run quotes, package deals — for the broker desk.

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

4 agents · 5 skills · 3 templates

$227 / $297 retail
See bundle
Forthcoming Q3 2026

AI Sponsor Deal Team

Acquire, underwrite, raise — for the operator side.

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

5 agents · 5 skills · 4 templates

$267 / $347 retail
See bundle
Forthcoming Q4 2026

AI Asset Management Team

Reporting, variance, covenants — the back-half of the deal lifecycle.

Best for Portfolio reporting, lender updates, variance commentary, and covenant monitoring.

5 agents · 5 skills · 3 templates

$227 / $297 retail
See bundle
Forthcoming Q4 2026

AI Construction Loan Team

Closing, draws, change orders, lien tracking — on a five-seat team.

Best for Construction lenders, developers, and asset managers monitoring active projects.

5 agents · 5 skills · 3 templates

$227 / $297 retail
See bundle
Forthcoming Q4 2026

AI Marketing & Growth Team

A content + BD engine for a CRE firm — without hiring a comms team.

Best for Advisory firms, sponsor IR teams, and founders building audience.

8 agents · 8 skills · 2 templates

$297 / $397 retail
See bundle
Forthcoming Q4 2026

AI Operations & Infrastructure Team

Standing up the firm — SOPs, file structure, AI policy, dashboards.

Best for Solo principals, growing firms, and operations leads organizing AI workflow.

7 agents · 8 skills

$267 / $347 retail
See bundle

Available Now

What you can use today

A handful of Valore products ship today and are free to use or available for one-time purchase. The rest of the stack — AI agents, skills, dashboards, operating systems, and additional registry editions — ships Q3–Q4 2026.

  • Paid Lender Edition CRE capital-provider records, phone-verified (42%). Open
  • Free Excel Shortcuts Reference A practitioner-curated XLSX cheat sheet for CRE underwriting. Download
  • Free Buy vs Rent Calculator An interactive XLSX calculator for residential buy-vs-rent decisions. Download
  • Free Market Monitor Curated CRE capital-markets headlines, source-attributed. Updates daily. Open feed
  • Free Operating Calendar 2026 CRE conferences, lender forums, and capital-markets events, ranked by signal-to-cost. Open calendar
  • Free Sample Library Free record samples from each Edition. See the data before purchasing. Open samples
  • Free Dispatch newsletter Quarterly Valore updates + early launch links with founders' pricing. Subscribe

Forthcoming

Roadmap · Q3 2026 → 2027

Dispatch subscribers receive launch links with founders' pricing for the first 14 days of each release window. Founders' pricing is roughly 30–35% below retail and applies across agents, skills, dashboards, and bundles.

Q3 2026

  • AI agents (first wave) — Research Analyst, Data Analyst, Credit Analyst, Capital Markets Associate, Legal Reviewer, Deal Team Assistant
  • AI skills (first wave) — Investment Memo Drafter, Term Sheet Comparison, Lender Outreach Drafter, Loan Sizing, DY/DSCR Calculator
  • Dashboards (flagship) — IC Memo Workspace, Lender Outreach Dashboard, Term Sheet Comparison Dashboard, Debt Sizing Dashboard
  • Prompt libraries — CRE Prompt Library + General Business Prompt Library
  • Templates (remaining) — UW Workbook, OM Builder, Term Sheet Reader
  • Reports + Briefs — Capital Markets Brief, Loan Document Insights, Historic Tax Credit Overview

Q4 2026

  • AI agents (full roster) — Tax & Insurance Servicer, Asset Manager, Closing Coordinator, Construction Draw Analyst, IR Associate, Sponsor Diligence Analyst, Appraisal Reviewer, Loan Servicing Analyst, CRE Chief of Staff
  • Marketing & Ops agents — Marketing Strategist, Social Media Manager, Content Writer, Proofreader, Brand Designer, Landing Page Reviewer, Email Marketing Manager, Conference Coordinator, CRM Manager, BD Associate, IT & Infrastructure Manager, Security & Audit Coordinator, Data Governance Manager, Operations Manager, Compliance Coordinator, Knowledge Manager
  • Dashboards (remaining) — AI Team Command Center, Deal Screening, Closing Tracker, Deal Room Tracker, Asset Management, Investor Reporting, Construction Draw, Marketing Content Calendar, CRM Pipeline, Prompt Library, Data Governance
  • Operating Systems — 7 CRE workflow stacks (Debt Origination, UW, Capital Raise, Closing, Asset Management, Investor Reporting, Construction)
  • Deployment assets — Team Launch Kit, Operating Manual, Workflow Map, HTML Dashboard Kit, Branded Prompt Pack, Implementation Checklist, SOP Pack

2027

  • Registry Editions — Broker, Sponsor, LP, Service Provider, plus secondary Editions (Preferred Equity, Rescue Capital, JV Equity, Mezzanine, Construction Lending, Bridge Lending, Life Company, Agency / HUD, Debt Broker, Note Buyer)
  • Quarterly market reports — Top-25 Metro, Asset-Class Quarterly, Cap Rate Quarterly, Capital Markets Brief, Annual Outlook, Recent Sales

Forthcoming items have no obligation attached — buying the Lender Edition or other live products today does not commit you to anything else. Each launch is its own one-time-purchase decision.

Individual products

Five pillars · à la carte pricing
I Editions $67–$197 retail

Five directories across the capital stack: lenders, brokers, sponsors, LPs, and service providers.

Flagship — Lender Edition $97 founders / $127 retail
II Templates $19–$97 retail

Underwriting, financial modeling, and deal-process documentation in XLSX, PDF, DOCX, and PPTX.

Flagship — UW Workbook $67 founders / $97 retail
III Reports $29–$99 per issue

Quarterly and monthly editorial on CRE markets, asset classes, capital flows, and macro context.

Flagship — Capital Markets Brief $19 founders / $29 retail
IV Briefs $12–$19 paid · 2 free

Short practitioner references (~12pp) on recurring CRE finance questions. Seven paid, two free.

Flagship — Loan Document Insights $12 founders / $19 retail
V AI Team $19–$97 retail

CRE-tuned AI workflow: configured Agents, task-specific Skills that operate on the Templates, and ask-first Prompt Libraries.

Flagship — Research Analyst Agent $67 founders / $97 retail

À la carte — full shelf

Prices shown are retail · founders pricing active during launch window
I Registry — Editions 5 editions
Edition Status Founders / Retail
Lender Edition Edition I · Shipped 2026 Available $97 / $127 View →
Broker Edition Edition II · Shipped 2026 Available $67 / $97 View →
LP Edition Edition III · Forthcoming Q4 2026 Shipping at launch $147 / $197 View →
Sponsor Edition Edition IV · Shipped 2026 Available $97 / $127 View →
Service Provider Edition Edition V · Forthcoming 2027 Post-launch $47 / $67 View →
II Templates 17 SKUs
Template Format Status Founders / Retail
OM Builder Available now PPTX · DOCX Available $37 / $47 View →
UW Workbook Available now XLSX Available $67 / $97 View →
Term Sheet Reader Available now DOCX · XLSX Available $19 / $27 View →
Tax Analysis Available now DOCX · XLSX Available $12 / $19 View →
Cash Flow Projection Available now XLSX Available $37 / $47 View →
PFS / REO Schedule Available now XLSX Available $19 / $27 View →
Insurance & Carrier Matrix Available now XLSX Available $19 / $27 View →
Sensitivity Analyses Available now XLSX Available $19 / $27 View →
Track Record & Case Study Available now PPTX · DOCX · XLSX Available $37 / $47 View →
Lender Checklist Available now DOCX · XLSX Available $19 / $27 View →
Sponsor / Borrower Org Chart Pack Available now PPTX · XLSX Available $19 / $27 View →
AIA Form Pack Available now DOCX · XLSX Available $37 / $47 View →
Timeline Builder Available now XLSX Available $19 / $27 View →
Excel Shortcuts & CRE Functions Free PDF · XLSX Available $0 / $0 View →
Tax Abatement Modeling Available now XLSX Available $19 / $27 View →
Buy vs Rent Calculator Free XLSX Available $0 / $0 View →
Renovation Budget Builder Available now XLSX Available $19 / $27 View →
III Reports 10 issues
Report Cadence Status Founders / Retail
Top-25 Metro Report Forthcoming Q3 2026 Quarterly Shipping at launch $39 / $49 View →
Asset-Class Quarterly Forthcoming Q3 2026 Quarterly Shipping at launch $39 / $49 View →
Capital Markets Brief Forthcoming Q2 2026 Monthly Post-launch $19 / $29 View →
Annual Outlook Forthcoming 2027 Annual Post-launch $79 / $99 View →
Lender Cut-Sheet Compendium Forthcoming Q4 2026 Quarterly Shipping at launch $39 / $49 View →
Cap Rate Quarterly Forthcoming Q4 2026 Quarterly Shipping at launch $39 / $49 View →
Recent Sales Report Forthcoming Q4 2026 Quarterly Shipping at launch $39 / $49 View →
Migration Report Forthcoming 2027 Quarterly Post-launch $39 / $49 View →
REIT Tracker Forthcoming 2027 Quarterly Post-launch $39 / $49 View →
Litigation & Fraud Watch Forthcoming 2027 Quarterly Post-launch $39 / $49 View →
IV Briefs 7 paid · 2 free
Brief Length Status Price
Loan Document Insights Forthcoming Q3 2026 ~14pp Shipping at launch $12 / $19 View →
Historic Tax Credit Overview Forthcoming Q4 2026 ~10pp Shipping at launch $9 / $12 View →
C-PACE Practitioner Reference Forthcoming Q4 2026 ~10pp Shipping at launch $9 / $12 View →
Lender Draw Process Forthcoming Q3 2026 ~12pp Shipping at launch $12 / $19 View →
Revocable vs Irrevocable Trusts Forthcoming 2027 ~10pp Post-launch $9 / $12 View →
Title & Survey Reference Forthcoming Q4 2026 ~12pp Shipping at launch $12 / $19 View →
Hotel Franchise Hierarchy Forthcoming 2027 ~14pp Post-launch $12 / $19 View →
Property Analysis with Claude Forthcoming Q3 2026 · Free ~16pp Shipping at launch Free View →
Property Analysis with ChatGPT Forthcoming Q3 2026 · Free ~16pp Shipping at launch Free View →

Bundles

Curated stacks · single transaction
~14% off

Lender Pro Bundle

Built for debt-side workflows.

$297 vs $347 à la carte

The Lender Edition paired with the Reports and Briefs practitioners use most alongside it — Capital Markets Brief, Lender Cut-Sheets, loan-doc references, and the key deal-closing templates.

  • Lender Edition
  • Capital Markets Brief
  • Lender Cut-Sheet Compendium
  • Loan Document Insights
  • Lender Draw Process
  • Title & Survey Reference
  • Revocable vs Irrevocable Trusts
  • Hotel Franchise Hierarchy
  • + 2 more items
3 of 10 available now · 7 ships post-launch
~21% off

Acquisitions Toolkit

From first look to funded.

$247 vs $313 à la carte

The underwriting and financial-modeling stack — UW Workbook, DCF, sensitivities, renovation budget, OM Builder, tax analysis, and the Asset-Class Quarterly to frame the market.

  • UW Workbook
  • Cash Flow Projection
  • Sensitivity Analyses
  • OM Builder
  • Renovation Budget Builder
  • Tax Analysis
  • Asset-Class Quarterly
6 of 7 available now · 1 ships post-launch
~8% off

Sponsor Capital-Raise Kit

Capital-raise documentation, ready to adapt.

$179 vs $194 à la carte

The documents sponsors submit to LPs and lenders — OM Builder, Track Record, Org Chart, PFS/REO, Lender Checklist, and Loan Document Insights. The kit a sponsor opens after winning a deal.

  • OM Builder
  • Track Record & Case Study
  • Sponsor / Borrower Org Chart Pack
  • PFS / REO Schedule
  • Lender Checklist
  • Loan Document Insights
5 of 6 available now · 1 ships post-launch
~12% off

Briefs Library

Every paid Brief in one pass.

$99 vs $112 à la carte

All seven paid practitioner references — loan docs, HTC, C-PACE, draw process, trust structures, title and survey, hotel franchise hierarchy. The entry point to Valore.

  • Loan Document Insights
  • Historic Tax Credit Overview
  • C-PACE Practitioner Reference
  • Lender Draw Process
  • Revocable vs Irrevocable Trusts
  • Title & Survey Reference
  • Hotel Franchise Hierarchy
0 of 7 available now · 7 ships post-launch

Full Library — Founders Pass

Every Edition, Template, Report, and Brief · one transaction

For practitioners who want the complete reference stack without tracking down individual SKUs. One transaction. Everything in the library.

Full Library

Founders Pass

$997
à la carte value: $1,794 ~44% savings

What's included

  • Every Edition currently in the library (5 editions)
  • Every Template currently in the library (17 templates)
  • Every Report currently in the library (10 reports)
  • Every paid Brief currently in the library (7 briefs)
  • 12 months of Edition refreshes at no extra cost
  • Free re-download for Templates and Briefs for 12 months when versions update

Every product currently listed in the library is included. Products released after your purchase date are a separate transaction at full price.

What's not included

  • Products released after your purchase date
  • Automatic refreshes beyond 12 months from purchase
  • API access, CRM integration, or white-label rights
  • Multi-seat firm licenses

Why buy now

  • The Founders Pass price increases as new Editions ship — you lock in today's price
  • Founders pricing on every component already ships at 20–30% below retail
  • One transaction, one download queue — no tracking individual SKUs
  • Best price you will see on this library
Get the Founders Pass ↗

Instant download via Gumroad · All formats included · Single-seat license

Team & firm pricing

Multi-seat · firm-wide · enterprise

Every individual purchase is a single-seat license for one named professional. For multiple users at one firm, team pricing scales by seat count. Firm-wide and enterprise licenses are case-by-case.

  • Up to 5 seats — 2.5× single-seat retail
  • Up to 15 seats — 5× single-seat retail
  • Up to 50 seats — 12× single-seat retail
  • Firm-wide (one legal entity) — contact us for a quote
Team & firm pricing →

Turnaround: 1 business day

Founders' Window

14 days. Best price. No code needed.

When a new Edition, Report, or Brief ships, Dispatch subscribers receive the founders' price automatically for 14 days. After that window closes, it does not reopen — the price steps up to retail permanently. Subscribers to the Dispatch are the only ones notified when the window opens.

Typical savings: 20–30% off retail

Subscribe to the Dispatch →

Free. No spam. Unsubscribe any time.

How Valore sits in the market

Scope · coverage · price

Valore is a directory and reference product — not a transaction database, not real-time market data. The enterprise transaction-data platforms, CMBS analytics services, and REIT research advisories occupy a different shelf at a different price point. The comparison below shows where the products overlap and where they do not.

Feature Valore Registry Transaction-data platform CMBS analytics REIT research advisory
CRE lender contacts Yes — 888 records, 42% verified Limited / indirect No No
Underwriting templates Yes — 17 SKUs No No No
Practitioner briefs (PDFs) Yes — 7 paid + 2 free No No No
Market reports Yes — 10 reports Market analytics CMBS / distressed REIT / advisory
Real-time data No — quarterly refreshes Yes Yes Yes
Transaction comps database No Yes CMBS only Selected
API access No Yes (enterprise) Yes (enterprise) No
Annual cost $99–$997 one-time $10,000–$30,000+ $10,000+ $15,000+

Pricing ranges for the platform categories are practitioner-reported and reflect typical seat or subscription pricing rather than negotiated enterprise contracts. Valore has no affiliation with any platform in any category.

Questions

Is this a subscription?

No. Every purchase is a one-time transaction. There is no recurring charge, no auto-renewal, and no card-on-file. Some products include 12 months of updates at no extra cost (see below), but the underlying license does not renew or expire.

What do I receive immediately, and what ships later?

Items marked Available now download immediately via Gumroad after purchase. Items marked Ships Q3 / Q4 2026 or Post-launch are delivered to the same purchase record when they release — your Gumroad library updates automatically. Bundle cards show a "X of Y available now" badge so you can see the split before purchase.

Is this a single seat or a team license?

Each purchase is a single-seat license for one named professional. For multiple users at one firm, team pricing scales by seat count: up to 5 seats at 2.5× single-seat retail, up to 15 at 5×, up to 50 at 12×. Firm-wide licenses are case-by-case — contact us for a quote.

What is your refund policy?

Digital downloads are non-refundable once accessed. If the wrong file is delivered, a download is corrupted, or the product materially differs from its description, contact us within 14 days and we will replace it or refund it. Separately, the data-quality guarantee: any Verified record with a dead direct line within 90 days is replaced free, within 5 business days.

Are updates included?

Editions: 12 months of quarterly refreshes at no extra cost. Reports: each issue is a one-time purchase — the next issue is a separate transaction. Templates and Briefs: free re-download for 12 months when a new version ships.

Are prices inclusive of tax?

Prices shown are before applicable sales or VAT. Gumroad collects and remits sales tax where required. Your receipt will show the final amount charged.

Can I get a formal invoice for my records?

Gumroad generates a PDF receipt automatically. If you need an invoice in a specific format for accounts payable, contact us with your purchase email and we will send one within two business days.

What formats do I receive?

Editions ship as HTML + XLSX + CSV + PDF. Templates ship as XLSX, PDF, DOCX, or PPTX depending on the SKU. Reports and Briefs are PDF. All files are delivered via Gumroad download immediately after purchase (or on release date for forthcoming items).

How often is the Lender Edition updated?

Quarterly refreshes are the target cadence. Purchasers receive a notification when a significant refresh ships; the download link is replaced in place. There is no additional charge for updates within 12 months of purchase.

What is the Founders' Window?

When a new Edition, Report, or Brief first goes on sale, Dispatch subscribers receive a 14-day window at the founders' price — typically 20–30% below retail. The discount expires automatically; no code needed for subscribers.

Is there a government or academic discount?

Yes. Contact us with a .gov or .edu email address and we will issue a code for 20% off individual SKUs. Bundle pricing is already discounted and not further reduceable.