Tools & Dashboards · Forthcoming Q4 2026
Deal Room Tracker
The diligence-side companion to the Closing Tracker. Index of every file by tab, status of each, who owns it, and what is stale or missing.
A. Best for
- Sponsor finance
- Capital-markets brokers
- Loan closers
B. What it tracks
- Tab tree of the data room
- File-by-file status (uploaded / missing / stale)
- Owner per file
- Last-updated timestamp
- Lender access log (who downloaded what when)
- Outstanding requests from lenders
C. Inputs & outputs
Inputs you provide
- Diligence checklist
- Deal type
- Existing VDR export if any
Output formats
- HTML dashboard
- XLSX index
- DOCX inventory
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 (2)
- Closing Coordinator
- Workflow Infrastructure Manager
Skills (2)
- Deal Room Index Builder
- Data Room Organization
Data products (1)
- Lender Checklist
- 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 Closing Coordinator agent, the Deal Room Index Builder skill, and this dashboard — three SKUs, one workflow.