Vol. I / Starting Rosters & Operating Systems / Configurations · 2026
Pre-staffed teams, ready to put on payroll.
Pre-built rosters — roles, skills, surfaces, and data assembled for one CRE function. The fastest way to staff your team.
Each Starting Roster is a configured team you put on payroll — role
files, task workflows, work surfaces, and live data, running in your own
Claude. Each card shows the plan whose headcount covers it. Take one
as-is, or open it in the
Company Builder and customize the headcount.
- Catalog
- 8 Starting Rosters · 7 full-stack Operating Systems
- Employment
- A pre-staffed team you put on payroll. Portable, model-agnostic, runs in your Claude.
- Ship
- Starting Rosters Q3 2026 · Operating Systems Q4 2026
Forthcoming Q3 2026
Debt Fund Credit Stack
Screen, underwrite, close, and monitor — on six configured role files.
Best for Private lenders, debt funds, family offices, and lean lending teams.
Role files (6)
Credit Analyst · Research Analyst · Data Analyst · Legal Reviewer · Closing Coordinator · Asset Manager
Task workflows (6)
Memo Drafter · Term Sheet Comparison · Loan Sizing · Sponsor Diligence · Closing Checklist Builder · Quarterly Report Drafter
Paired work surfaces (3)
UW Workbook · Term Sheet Reader · Lender Checklist
Forthcoming Q3 2026
Capital Markets Advisory Stack
Source lenders, run quotes, package deals — for the broker desk.
Best for Debt brokers, mortgage bankers, and sponsor-side capital-markets teams.
Role files (4)
Capital Markets Associate · Research Analyst · Deal Team Assistant · Data Analyst
Task workflows (5)
Lender Outreach Drafter · Lender Feedback Tracker · OM Drafter · Term Sheet Comparison · Conference Follow Up
Paired work surfaces (3)
Lender · OM Builder · Term Sheet Reader
Forthcoming Q3 2026
Sponsor Capital Stack
Acquire, underwrite, raise — for the operator side.
Best for Sponsors, developers, acquisitions teams, and operators raising debt or equity.
Role files (5)
Capital Markets Associate · Credit Analyst · Research Analyst · Deal Team Assistant · Legal Reviewer
Task workflows (5)
Capital Stack Builder · Deal Room Index · Lender Outreach Drafter · PFS REO Builder · Term Sheet Comparison
Paired work surfaces (4)
UW Workbook · OM Builder · PFS REO · Lender
Forthcoming Q4 2026
Asset Management Reporting Stack
Reporting, variance, covenants — the back-half of the deal lifecycle.
Best for Portfolio reporting, lender updates, variance commentary, and covenant monitoring.
Role files (5)
Asset Manager · Data Analyst · Tax & Insurance Servicer · Loan Servicing Analyst · Investor Relations Associate
Task workflows (5)
Variance Commentary · Quarterly Report Drafter · Covenant Tracker · Tax Analysis Skill · Capex Budget Tracker
Paired work surfaces (3)
Cash Flow Projection · Insurance Matrix · Tax Analysis
Forthcoming Q4 2026
Construction Loan Monitoring Stack
Closing, draws, change orders, lien tracking — on five role files.
Best for Construction lenders, developers, and asset managers monitoring active projects.
Role files (5)
Construction Draw Analyst · Closing Coordinator · Tax & Insurance Servicer · Data Analyst · Legal Reviewer
Task workflows (5)
Draw Package Reviewer · Change Order Tracker · Construction Budget Reviewer · Insurance Matrix Builder · Closing Checklist Builder
Paired work surfaces (3)
AIA Forms · Renovation Budget · Insurance Matrix
Forthcoming Q4 2026
Marketing & Growth Stack
A content + BD engine for a CRE firm — without hiring a comms team.
Best for Advisory firms, sponsor IR teams, and founders building audience.
Role files (8)
Marketing Strategist · Social Media Manager · Content Writer · Proofreader & Editor · Brand Designer · Website & Landing Page Reviewer · Email Marketing Manager · Conference & Events Coordinator
Task workflows (8)
Website Copywriter · Social Media Calendar Builder · Linkedin Post Drafter · Newsletter Drafter · Case Study Writer · Email Sequence Writer · Conference Follow Up · Proofreading Cleanup
Paired work surfaces (2)
Lender · Operating Calendar
Forthcoming Q4 2026
Operations & Infrastructure Stack
Standing up the firm — SOPs, file structure, model policy, dashboards.
Best for Solo principals, growing firms, and operations leads organizing AI workflow.
Role files (7)
Workflow Infrastructure Manager · Security & Audit Coordinator · Data Steward · Workflow & SOP Manager · Approval & Disclosure Coordinator · Deal Memory & Lessons Manager · Deal Team Assistant
Task workflows (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
Full CRE Workflow Stack
The complete CRE operating company — every role, surface, and workflow in one stack.
Best for Solo principals running an entire CRE shop, or firms standing up an internal deal team across functions — deal, marketing, and operations.
Role files (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
Task workflows (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 work surfaces (8)
UW Workbook · OM Builder · Lender · Term Sheet Reader · PFS REO · AIA Forms · Insurance Matrix · Tax Analysis
An Operating System is the full-stack tier of a Starting Roster
for one CRE workflow — every agent, every skill, every prompt,
every paired Valore template, plus the workflow map and a QA
checklist. 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
Next step See which plan puts your roster on payroll.
Each roster is covered by the plan whose headcount fits it — most
from the Analyst Desk, the full-company stack from Full Firm. Compare
plan headcounts, add-ons, and the data layer included at each tier.
See plans & payroll tiers →