Skills are single-task files an agent calls. Each one knows the structure of a specific Valore Template, Edition, or workflow — so the output drops into the right cells without manual reformat. Skills compose: one deal workflow can chain four or five.
Drafts IC-ready memos from a UW Workbook output.
Reads a completed UW Workbook and drafts an IC-ready memo — thesis, sources & uses, return summary, risks, recommendation. Outputs to DOCX in the Valore memo format.
Format DOCX / Markdown
Best with Credit Analyst · Research Analyst
Drafts the lender-side credit memo (distinct from sponsor-side IC memo).
Drafts the lender / debt-fund loan-committee memo: deal narrative, sponsor section, credit metrics, structure, capital stack, risks, mitigants, recommendation. Format follows debt-fund / bank credit-memo conventions, NOT sponsor-side IC memo conventions. Distinct from Investment Memo Drafter which targets sponsor IC committees.
Format DOCX
Best with Credit Analyst · Workout Distressed Loan Analyst · CRE Chief Of Staff
Sizes proceeds at multiple debt-yield thresholds.
Sizes senior debt at LTC/LTV/debt-yield/DSCR thresholds, and adds a mezz layer where capacity exists. Outputs a proceeds ladder against five lender boxes.
Format XLSX
Best with Credit Analyst · Data Analyst
Calculates DY and DSCR across rate paths.
Calculates debt yield and DSCR against three rate paths and IO scenarios; outputs a stress sheet for credit committee.
Format XLSX
Best with Credit Analyst · Data Analyst
Fills the comparison XLSX from raw term sheets.
Ingests two to four raw term sheets (PDF or DOCX) and fills out the Term Sheet Reader's comparison workbook — rate, term, IO, recourse, prepay, reserves — flagging the variances.
Format XLSX + DOCX
Best with Legal Reviewer · Data Analyst · Credit Analyst
Builds the sponsor profile from public data.
Builds a sponsor profile from public filings, press coverage, and prior-deal lists. Flags litigation, foreclosure, and reputation issues — surfaces what to ask in the diligence call.
Format DOCX
Best with Sponsor Diligence Analyst · Research Analyst
Submarket fundamentals and demand drivers brief.
Pulls submarket fundamentals, demand drivers, employment, migration, and supply pipeline into a one-page market brief tied to a target asset class.
Format Markdown / DOCX
Best with Research Analyst · Appraisal Reviewer
Maps senior + mezz + pref + JV equity scenarios.
Maps a deal's capital stack across senior, mezz, preferred, and JV equity scenarios. Outputs a stack visual and a deal-level return summary at each tranche.
Format XLSX + image
Best with Capital Markets Associate
Compares appraisal conclusions to internal UW.
Compares appraisal cap rates, rents, comps, and value conclusions against internal UW. Outputs a variance memo for credit committee.
Format DOCX
Best with Appraisal Reviewer
Reviews Property Condition Reports against deal-level MEP / vintage risk.
Reviews a Property Condition Report against the deal's vintage, MEP exposure, deferred-maintenance profile, and renovation budget. Surfaces budget-gap risk and items the credit memo should call out. For value-add bridge underwriting on aging building stock (the Vivo Apartments / Newark Portfolio pattern).
Format DOCX
Best with Credit Analyst · Construction Draw Analyst · Appraisal Reviewer
Populates PFS + REO Schedule from sponsor data.
Ingests bank statements, property holdings, and contingent-liability disclosures, then populates the PFS / REO Schedule with ownership-adjusted equity, maturity bucketing, and lender summary.
Format XLSX
Best with Sponsor Diligence Analyst
Personalized outreach for each Lender Edition record.
Pulls Lender Edition records and drafts a personalized outreach email per contact — referencing recent activity, asset-class focus, and check size. Stops short of mail-merge: every email is tuned to one lender.
Format DOCX / Markdown
Best with Capital Markets Associate · Deal Team Assistant
Tracks active-deal quote responses across lenders.
Active-deal-only tracker for lender response status, soft quotes received, and pass reasons. Distinct from the long-term memory bank — this is the deal-level dashboard.
Format XLSX
Best with Capital Markets Associate
Logs and recalls lender-by-lender quote history.
Logs lender feedback per deal, builds a recallable lender-by-lender memory bank, and surfaces past quote behavior when re-approaching a counterparty.
Format Markdown / XLSX
Best with Capital Markets Associate · Deal Team Assistant
Drafts OM sections from sponsor materials and a brief.
Drafts OM Builder slide content from a deal brief, sponsor track record, and property-level facts — executive summary, market overview, financial highlights, sponsor section, closing CTA.
Format DOCX / PPTX outline
Best with Capital Markets Associate
Builds a closing checklist from a term sheet.
Builds a closing checklist from a term sheet or commitment — CPs, deliverables, third-party reports, lender requirements, ordered by closing-day blocker priority.
Format XLSX
Best with Closing Coordinator
Builds a tab structure for a diligence data room.
Builds a data-room tab structure for a debt or equity diligence package — sponsor docs, property docs, financials, third-party reports, legal — with status flags.
Format XLSX + DOCX
Best with Closing Coordinator · Capital Markets Associate
Polishes client-facing docs to institutional format.
Applies institutional formatting to client-facing documents — memo headers, footnotes, tables, capital-stack callouts, source citations. Keeps content; rebuilds visual hierarchy.
Format DOCX
Best with Deal Team Assistant · Investor Relations Associate
Converts transcripts into structured action items.
Converts a meeting transcript or notes into a structured action list with owner, due date, and deal context. Builds a follow-up sequence ready to send.
Format Markdown / DOCX
Best with Deal Team Assistant · CRE Chief Of Staff
Drafts personalized follow-ups from a conference list.
From a list of contacts met at a CRE conference, drafts personalized follow-up emails referencing booth conversations and topics discussed.
Format DOCX / Markdown
Best with Deal Team Assistant · Capital Markets Associate
Reviews Phase I / Phase II environmental reports for lender file risk.
Reviews Phase I and Phase II environmental site assessments against ASTM E1527-21 standards. Flags recognized environmental conditions (RECs), historical recognized environmental conditions (HRECs), and any items that require Phase II follow-up. Output formats to the lender environmental file standard.
Format DOCX
Best with Credit Analyst · Sponsor Diligence Analyst · Closing Coordinator
Drafts variance commentary from actuals vs. budget.
Drafts variance commentary from actuals-vs-budget data, identifies operating drivers, and produces the narrative paragraph for the monthly or quarterly package.
Format DOCX / Markdown
Best with Asset Manager · Investor Relations Associate
Builds the full quarterly LP package.
Builds the full quarterly LP package — variance, operating commentary, capital activity, distributions summary, and outlook section. Pulls from variance commentary and capex tracker outputs.
Format DOCX + XLSX
Best with Asset Manager · Investor Relations Associate
Monitors covenants, DSCR/DY triggers, maturities.
Monitors loan covenants, DSCR / debt-yield triggers, maturity dates, extension tests, and reporting requirements across a loan book.
Format XLSX
Best with Loan Servicing Analyst · Asset Manager
Tracks capex actuals vs. plan vs. lender reserve.
Tracks capex actuals against plan and against lender reserve releases. Flags timing variance and undrawn reserve balances.
Format XLSX
Best with Asset Manager
Drafts LP letters from operating data.
Drafts a quarterly LP letter from operating data, capex log, and asset-level performance — variance commentary, capital activity, and outlook paragraph.
Format DOCX
Best with Investor Relations Associate · Asset Manager
Projects 10-year tax burden with reassessment.
Projects a 10-year property-tax burden with reassessment, abatement, and growth assumptions. Outputs to the Tax Analysis template format.
Format XLSX
Best with Tax Insurance Servicer
Compares carrier quotes against lender requirements.
Compares multiple insurance carrier quotes against a lender requirements list, flags exclusions, and outputs a matrix ready for the lender file.
Format XLSX
Best with Tax Insurance Servicer
Audits a construction draw against budget and SOV.
Reviews a single draw package — budget alignment, schedule-of-values progress, lien-waiver coverage, stored-materials documentation, and contingency usage.
Format XLSX + DOCX
Best with Construction Draw Analyst
Logs change orders, flags contingency burn.
Logs construction change orders across budget categories, calculates contingency burn rate, and flags scope drift relative to plan.
Format XLSX
Best with Construction Draw Analyst
Audits budget vs. schedule of values vs. draws.
Audits a construction budget against the schedule of values and draw history. Flags variance, contingency draw-down rate, and line-item completion.
Format XLSX
Best with Construction Draw Analyst
Drafts homepage, service-page, and About copy.
Drafts homepage, service-page, About, and pricing-page copy tuned to a CRE firm's positioning and target customer. Uses the firm's practitioner voice, not generic SaaS phrasing.
Format Markdown / DOCX
Best with Marketing Strategist · Landing Page Reviewer
Audits a page for clarity, conversion, and AI-slop.
Audits a landing page or section against a clarity / credibility / hierarchy / conversion checklist. Surfaces AI-slop language patterns and prioritizes fixes.
Format Markdown / DOCX
Best with Landing Page Reviewer · Marketing Strategist · Brand Designer
Messaging hierarchy + positioning matrix.
Builds a messaging hierarchy — anchor positioning, three pillars, supporting proof points — plus a competitor positioning matrix. The input to landing-page and pitch-deck copy.
Format DOCX / Markdown
Best with Marketing Strategist
Builds 30 / 60 / 90-day content calendars.
Builds a 30 / 60 / 90-day LinkedIn or X content calendar from Wire items, Briefs, and the Operating Calendar. Tags posts by theme, target audience, and CTA.
Format XLSX + Markdown
Best with Social Media Manager · Content Writer
Drafts posts tuned to firm voice + format.
Drafts LinkedIn posts tuned to a firm's voice — practitioner tone, no generic hooks. Variants: single post, carousel outline, thread.
Format Markdown
Best with Social Media Manager · Content Writer
Builds full newsletter issues from source content.
Builds a full newsletter issue from Wire items + Briefs — section structure, body copy, subject lines, P.S. tag. Tuned to a firm voice and a target audience.
Format Markdown / DOCX
Best with Content Writer · Email Marketing Manager
Turns IC memos and deal recaps into public case studies.
Turns an IC memo, deal recap, or asset-management win into a public-facing case study — confidentiality-aware, claim-disciplined, formatted for a service page or pitch deck.
Format DOCX / Markdown
Best with Content Writer · Marketing Strategist · Compliance Coordinator
Builds a full service-line page from a brief.
Builds a full service-line page — positioning, deliverables, process, deal-team, FAQ, CTA — from a service-brief and target customer profile. Outputs Markdown ready to paste into a page builder.
Format Markdown
Best with Marketing Strategist · Content Writer
Briefs each page against a target query.
Builds an SEO brief per page — target query, intent, related searches, internal link plan, heading outline. Not keyword stuffing; structural clarity around what each page actually serves.
Format Markdown
Best with Content Writer · Marketing Strategist
Drafts launch / nurture / event-follow-up sequences.
Drafts a 3 / 5 / 7-email sequence for a launch, nurture flow, or post-event follow-up. Subject lines, body, CTA per email — tuned to audience segment and voice.
Format Markdown / DOCX
Best with Email Marketing Manager · Content Writer
Drafts opinion pieces from a thesis or contrarian take.
Drafts thought-leadership pieces — opinion essay, contrarian take, prediction piece — from a thesis and the supporting data. Practitioner tone; no thin takes.
Format DOCX / Markdown
Best with Content Writer · Marketing Strategist
Strips AI-slop, fixes grammar, standardizes voice.
Strips AI-slop patterns, fixes grammar, tightens phrasing, standardizes voice against a firm style guide. Returns edited copy plus a change log.
Format DOCX / Markdown
Best with Proofreader Editor
Turns one report into a week of posts.
Takes a long-form piece — Report, Brief, article — and produces a week of derivative content: LinkedIn posts, newsletter sections, X thread, carousel outline.
Format Markdown
Best with Social Media Manager · Content Writer
Builds the story arc for an OM or capital-raise deck.
Builds the narrative arc for a pitch deck — OM, capital-raise, advisory pitch — slide-by-slide. Tightens the story; flags weak slides.
Format DOCX / Markdown
Best with Marketing Strategist · Content Writer
Final-pass checklist before a site launch.
Runs a final-pass QA checklist before a site or page launch — copy, hierarchy, mobile, CTA, accessibility, broken links, AI-slop scan.
Format Markdown
Best with Landing Page Reviewer · Brand Designer
Audits the firm's AI / SaaS stack against actual usage.
Audits the firm's AI and SaaS stack against the workflow it actually runs — surfaces redundancy, gaps, and stale subscriptions. Output is a tool-stack map and a recommendation list.
Format Markdown + XLSX
Best with It Infrastructure Manager
Builds a folder + naming standard for deals and assets.
Builds a folder structure and naming-convention standard for deals, assets, and operating files. Comes with templates per deal stage and per asset class.
Format Markdown + XLSX
Best with It Infrastructure Manager · Data Governance Manager
Structures a diligence data room from a checklist.
Structures a diligence data room from a checklist — tab tree, file-naming conventions, status flags, owner column. Output ready to upload to a VDR.
Format XLSX + DOCX
Best with Closing Coordinator · It Infrastructure Manager
Audits access roles across SaaS, files, and data rooms.
Audits permission and access roles across the firm's SaaS tools, file systems, and data rooms. Flags over-privileged accounts and stale access.
Format XLSX
Best with Security Audit Coordinator · It Infrastructure Manager
Catalogs vendors with data-sensitivity tags.
Catalogs the firm's vendor and SaaS tools with data-sensitivity tags, cost, contract date, and access scope. The starting input for security audits and renewal cycles.
Format XLSX
Best with Security Audit Coordinator · It Infrastructure Manager
Builds SOPs for recurring deal-team workflows.
Builds standard operating procedures for recurring deal-team workflows — intake, screening, IC, closing, asset-management cycle. Output is a numbered SOP per workflow plus a master index.
Format Markdown + DOCX
Best with Operations Manager
Integration checklist for Notion / Airtable / dashboards.
Build a dashboard-integration checklist — data sources, refresh cadence, owner per tile, embed code, downstream report tie-in. Works for Notion, Airtable, Sheets, and custom HTML.
Format Markdown + XLSX
Best with It Infrastructure Manager
Audits a CRM for stale, duplicate, mis-tagged records.
Audits a CRM (Notion / Airtable / Salesforce / Sheets) for stale records, duplicates, mis-tagged contacts, missing fields. Output is a cleanup list ranked by impact.
Format XLSX
Best with CRM Manager · Data Governance Manager
Practical workflow-level data-handling checklist.
Practical workflow-level data-handling checklist for CRE firms — sensitive-file handling, AI-tool data-flow, third-party sharing. Not a cybersecurity audit; practical discipline.
Format Markdown + XLSX
Best with Security Audit Coordinator
Builds a basic continuity / backup / handoff plan.
Builds a basic business-continuity plan — backup, handoff, vendor-failure response, key-person coverage. Practical for solo and small CRE firms, not enterprise BC.
Format Markdown + DOCX
Best with Operations Manager
Versioning, ownership, retirement rules for prompts.
Builds governance rules for a firm prompt library — versioning, ownership, retirement, change log, review cadence. Prevents prompt sprawl across an AI-powered team.
Format Markdown + XLSX
Best with Data Governance Manager · Knowledge Manager
Builds an internal AI-use policy + handling rules.
Builds an internal AI usage policy — approved models, data-handling rules, prohibited use cases, review requirements, vendor-data-flow disclosure. Practical, not legal advice.
Format DOCX + Markdown
Best with Security Audit Coordinator · Compliance Coordinator
Confidentiality handling checklist for inbound deal files.
Confidentiality and data-handling checklist for inbound deal files, sponsor materials, and LP communications. Practical workflow rules, not formal compliance.
Format Markdown
Best with Compliance Coordinator · Security Audit Coordinator
Documents every field across CRMs, sheets, dashboards.
Documents every field across the firm's CRMs, sheets, and dashboards — definition, owner, source, refresh cadence, downstream uses. The basis for any reliable AI workflow.
Format XLSX + Markdown
Best with Data Governance Manager · Knowledge Manager
Next step
Skills work best when called by an agent and pointed at a Valore template. Build the full stack in one place.