Workflow Bundles
Pre-assembled AI CRE teams.
Each bundle is a team configuration for one CRE use case — agents, paired skills,
and the templates and data they operate on. Pre-priced for the founders' window. Want to
customize? Use the Company Builder.
8 team bundles · 7 operating systems · One-time purchase · Model-agnostic · Ships Q3 2026
A. Team Bundles
Agents + skills + paired templates Forthcoming Q3 2026 Featured
AI Debt Fund Starter Team
Screen, underwrite, close, and monitor — on six configured seats.
Best for Private lenders, debt funds, family offices, and lean lending teams.
Agents (6)
Credit Analyst · Research Analyst · Data Analyst · Legal Reviewer · Closing Coordinator · Asset Manager
Skills (6)
Memo Drafter · Term Sheet Comparison · Loan Sizing · Sponsor Diligence · Closing Checklist Builder · Quarterly Report Drafter
Paired templates
UW Workbook · Term Sheet Reader · Lender Checklist
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.
Agents (4)
Capital Markets Associate · Research Analyst · Deal Team Assistant · Data Analyst
Skills (5)
Lender Outreach Drafter · Lender Feedback Tracker · OM Drafter · Term Sheet Comparison · Conference Follow Up
Paired templates
Lender · OM Builder · Term Sheet Reader
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.
Agents (5)
Capital Markets Associate · Credit Analyst · Research Analyst · Deal Team Assistant · Legal Reviewer
Skills (5)
Capital Stack Builder · Deal Room Index · Lender Outreach Drafter · PFS REO Builder · Term Sheet Comparison
Paired templates
UW Workbook · OM Builder · PFS REO · Lender
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.
Agents (5)
Asset Manager · Data Analyst · Tax & Insurance Servicer · Loan Servicing Analyst · Investor Relations Associate
Skills (5)
Variance Commentary · Quarterly Report Drafter · Covenant Tracker · Tax Analysis Skill · Capex Budget Tracker
Paired templates
Cash Flow Projection · Insurance Matrix · Tax Analysis
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.
Agents (5)
Construction Draw Analyst · Closing Coordinator · Tax & Insurance Servicer · Data Analyst · Legal Reviewer
Skills (5)
Draw Package Reviewer · Change Order Tracker · Construction Budget Reviewer · Insurance Matrix Builder · Closing Checklist Builder
Paired templates
AIA Forms · Renovation Budget · Insurance Matrix
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.
Agents (8)
Marketing Strategist · Social Media Manager · Content Writer · Proofreader & Editor · Brand Designer · Website & Landing Page Reviewer · Email Marketing Manager · Conference & Events Coordinator
Skills (8)
Website Copywriter · Social Media Calendar Builder · Linkedin Post Drafter · Newsletter Drafter · Case Study Writer · Email Sequence Writer · Conference Follow Up · Proofreading Cleanup
Paired templates
Lender · Operating Calendar
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.
Agents (7)
Workflow Infrastructure Manager · Security & Audit Coordinator · Data Steward · Workflow & SOP Manager · Approval & Disclosure Coordinator · Deal Memory & Lessons Manager · Deal Team Assistant
Skills (8)
AI Tool Stack Audit · File Structure Builder · Data Room Organization · Permission Access Checklist · Internal SOP Builder · Prompt Library Governance · Data Security Checklist · Data Dictionary Builder
Forthcoming Q4 2026 Featured
Full AI CRE Company
Every agent. Every skill. Every prompt library. Every workflow map.
Best for Solo principals running an entire CRE shop, or firms standing up an internal AI deal team across functions — deal, marketing, and operations.
Agents (31)
CRE Chief of Staff · Research Analyst · Data Analyst · Credit Analyst · Capital Markets Associate · Legal Reviewer · Tax & Insurance Servicer · Asset Manager · Deal Team Assistant · Closing Coordinator · Construction Draw Analyst · Investor Relations Associate · Sponsor Diligence Analyst · Appraisal Reviewer · Loan Servicing Analyst · Marketing Strategist · Social Media Manager · Content Writer · Proofreader & Editor · Brand Designer · Website & Landing Page Reviewer · Email Marketing Manager · Conference & Events Coordinator · CRM Manager · Business Development Associate · Workflow Infrastructure Manager · Security & Audit Coordinator · Data Steward · Workflow & SOP Manager · Approval & Disclosure Coordinator · Deal Memory & Lessons Manager
Skills (18)
Memo Drafter · OM Drafter · Term Sheet Comparison · Lender Outreach Drafter · Loan Sizing · Sponsor Diligence · Capital Stack Builder · Closing Checklist Builder · Covenant Tracker · Draw Package Reviewer · Quarterly Report Drafter · Variance Commentary · Website Copywriter · Newsletter Drafter · Social Media Calendar Builder · AI Tool Stack Audit · File Structure Builder · Internal SOP Builder
Paired templates
UW Workbook · OM Builder · Lender · Term Sheet Reader · PFS REO · AIA Forms · Insurance Matrix · Tax Analysis
B. CRE AI Operating Systems
Bundle + workflow map + QA checklist
An Operating System is the full stack for one CRE workflow — every agent, every
skill, every prompt, every paired Valore template, plus the workflow map and a QA
checklist. The system level is for firms standing up an internal AI deal team across
a specific function.
Forthcoming Q4 2026
CRE Debt Origination OS
Lead-to-close workflow stack for a private credit desk.
Full origination workflow: intake, screening, underwriting, credit memo, committee, term sheet, and signed commitment. Agent definitions, skills, prompt library, paired Valore templates, workflow map, input checklist, output examples, and a QA checklist.
Includes
- Agents: Credit Analyst, Legal Reviewer, Research Analyst, Data Analyst, CRE Chief of Staff
- Skills: Memo Drafter, Loan Sizing, DY/DSCR Calculator, Sponsor Diligence, Term Sheet Comparison
- Templates: UW Workbook, Term Sheet Reader, PFS/REO
- Workflow map: inbound → committee in five stages
Forthcoming Q3 2026
CRE Underwriting OS
Acquisitions underwriting stack — intake to IC.
Acquisitions-side workflow: deal intake, rent-roll cleaning, market context, base UW, sensitivity, IC memo, and sponsor-facing summary. Pairs every step with an agent and a skill.
Includes
- Agents: Data Analyst, Research Analyst, Credit Analyst
- Skills: Memo Drafter, Loan Sizing, DY/DSCR, Location Analysis, Capital Stack Builder
- Templates: UW Workbook, Sensitivity Analyses, Cash Flow Projection
- Workflow map: intake → IC in seven stages
Forthcoming Q3 2026
CRE Capital Raise OS
Sponsor-side debt and equity raise stack.
Sponsor capital-raise workflow: lender targeting, outreach, OM build, quote tracking, term sheet comparison, and selection memo. Tuned for the operator running a competitive process.
Includes
- Agents: Capital Markets Associate, Research Analyst, Deal Team Assistant, Legal Reviewer
- Skills: Lender Outreach, Lender Feedback Tracker, OM Drafter, Term Sheet Comparison, Capital Stack Builder
- Templates: Lender Edition, OM Builder, Term Sheet Reader
- Workflow map: outreach launch → committed quote
Forthcoming Q4 2026
CRE Closing OS
Term sheet to funded — closing project management stack.
Closing workflow: closing checklist, CP tracking, third-party report management, borrower deliverables, weekly status, and funded-loan handoff to servicing.
Includes
- Agents: Closing Coordinator, Legal Reviewer, Tax & Insurance Servicer, Deal Team Assistant
- Skills: Closing Checklist Builder, Deal Room Index, Insurance Matrix Builder, Document Formatter
- Templates: Lender Checklist, Timeline Builder
- Workflow map: signed term sheet → funded loan
Forthcoming Q4 2026
CRE Asset Management OS
Reporting, variance, covenant monitoring stack.
Asset-management workflow: monthly variance, quarterly reporting, covenant monitoring, tax and insurance servicing, capex tracking, and refi / sale trigger flags.
Includes
- Agents: Asset Manager, Data Analyst, Tax & Insurance Servicer, Loan Servicing Analyst
- Skills: Variance Commentary, Quarterly Report Drafter, Covenant Tracker, Capex Budget Tracker
- Templates: Cash Flow Projection, Insurance Matrix, Tax Analysis
- Workflow map: month-end → quarterly LP package
Forthcoming Q4 2026
CRE Investor Reporting OS
LP letter, capital call, distribution communication stack.
Investor-reporting workflow: LP letter drafting, capital-call language, distribution narrative, asset-level commentary, and lender update notes — all tuned to your sponsor voice.
Includes
- Agents: Investor Relations Associate, Asset Manager, Deal Team Assistant
- Skills: Investor Update Drafter, Quarterly Report Drafter, Variance Commentary, Document Formatter
- Templates: Track Record, OM Builder
- Workflow map: operating data → LP-facing communication
Forthcoming Q4 2026
CRE Construction Loan OS
Draws, change orders, lien waivers, completion stack.
Construction-loan workflow: monthly draw review, change-order tracking, lien-waiver audit, contingency burn, percent-complete reporting, and completion sign-off.
Includes
- Agents: Construction Draw Analyst, Closing Coordinator, Tax & Insurance Servicer, Legal Reviewer
- Skills: Draw Package Reviewer, Change Order Tracker, Construction Budget Reviewer, Insurance Matrix Builder
- Templates: AIA Forms, Renovation Budget
- Workflow map: groundbreaking → completion