Tools & Dashboards · Forthcoming Q4 2026
Asset Management Dashboard
A portfolio-level surface for asset managers. Per-asset variance, covenants, occupancy, collections, DSCR, debt yield. Color-coded for drift; click into the asset for detail.
A. Best for
- Asset managers
- Portfolio analysts
- IR / LP relations
- Sponsor principals
B. What it tracks
- Per-asset variance (actual vs. budget) by month
- Covenant status and trigger flags
- Occupancy and collections trends
- DSCR and debt-yield trends
- Capex plan vs. actual
- Refi or sale candidates flagged by criteria
C. Inputs & outputs
Inputs you provide
- Monthly operating actuals
- Budgets
- Loan agreements (for covenants)
- Capex plans
Output formats
- HTML dashboard
- XLSX rollup
- DOCX commentary draft
D. Pair with your AI CRE team
The dashboard is the surface; the agents and skills are what fill it. Add these to your stack in the Company Builder.
Agents (3)
- Asset Manager
- Loan Servicing Analyst
- Data Analyst
Skills (3)
- Variance Commentary Drafter
- Covenant Tracker
- Capex Budget Tracker
Data products (2)
- Cash Flow Projection
- Sensitivity Analyses
- Model-agnostic. Use with Claude, ChatGPT, Gemini, or any reasoning model that fills the data source.
- No platform lock-in. HTML and React-ready versions ship as portable files — embed in Notion, internal portals, or static hosting.
- Human review required. The dashboard surfaces outputs the team has produced; the team produces — you review before any output leaves the firm.
- One-time purchase. No subscription. Versioned updates ship as patches; major rewrites are separate SKUs.
Add to your stack
Bundle with the agents that fill it.
A dashboard without the team that fills it is a static template. Open the Company Builder, add the Asset Manager agent, the Variance Commentary Drafter skill, and this dashboard — three SKUs, one workflow.