Tools & Dashboards · Forthcoming Q3 2026
Debt Sizing Dashboard
A sizing surface that runs senior + mezz proceeds across multiple constraint thresholds. Shows binding constraint per scenario, capacity for mezz tranches, and stress against rate paths.
A. Best for
- Credit teams
- Sponsors sizing refis
- Capital-markets brokers
B. What it tracks
- Senior proceeds at 9.0% / 9.5% / 10.0% debt yield
- LTC / LTV proceeds caps side-by-side
- Binding-constraint flag per scenario
- Mezz capacity behind the senior at multiple stress levels
- DSCR by amortization schedule
- Total cost-of-capital comparison
C. Inputs & outputs
Inputs you provide
- NOI
- Cost basis
- Rate assumptions
- Lender box (DY / LTC / LTV / DSCR)
Output formats
- HTML dashboard
- XLSX export
- Markdown for credit memo
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)
- Credit Analyst
- Data Analyst
Skills (2)
- Loan Sizing Skill
- Debt Yield / DSCR Calculator
Data products (2)
- UW Workbook
- 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 Credit Analyst agent, the Loan Sizing Skill skill, and this dashboard — three SKUs, one workflow.