deal-intake

Per-deal closing discipline. Tracks PSA / financing key-date countdown (LOI expiry, PSA expiry, DD period end, financing contingency, close target, tax lookback), open contingencies and their evidence of removal, escrow funding status, and lender deliverable status. Produces a weekly running scorecard per deal (daily for closing-week deals), triggers escalations as key dates approach, and composes a closing-week dashboard covering every deal within the close_window_days overlay band.

Evidence-driven implementation intake workflow for residential multifamily and related CRE operating environments. Guides sponsors, implementation leads, data teams, operations leaders, and reporting owners through source inventory, access readiness, export evidence, field-level semantics, crosswalk ownership, reporting calendar, approvals, blockers, assumptions, and final leader sign-off. Produces implementation packets that are usable by both executives and build teams, while refusing silent assumption upgrades and refusing secret storage.

Intake for capital project ideas from any source (PM, regional, AM, engineering, capex plan cycle). Scores each project against the overlay's priority rubric (life safety, deferred maintenance, renovation yield, risk mitigation, regulatory). Produces the prioritized backlog and flags gated decisions.

Tracks deal-level performance attribution and GP carry across a multi-deal fund: realized vs unrealized returns, carry waterfall across full fund, clawback exposure, deal team attribution, and GP co-invest return comparison.

Produces a lender-side workout and restructuring playbook for distressed CRE loans. Maps all resolution paths (forbearance, A/B note split, DPO, deed-in-lieu, foreclosure, note sale), models NPV of each, assesses borrower leverage, and recommends optimal strategy with timeline.

Classifies work order urgency from free-text descriptions, assigns priority (P1-P4) with SLA deadlines, estimates cost, checks lease responsibility, and routes to the correct approval path.

Maps validated, warehouse-ready tabular datasets into deck-ready EXHIBIT specifications and slide inputs. Selects table vs. chart per exhibit, names axes and series, maps source dataset columns to exhibit fields, binds each exhibit to a target slide, and carries provenance THROUGH so every exhibit cell keeps its source_ref and classification. Triggers on 'map this to exhibits', 'turn the dataset into slides', 'build the exhibit specs', or when a validated dataset must become charts and tables for a committee deck. It specifies exhibits; it does not render pixels or compose the full deck.

Validates vendor invoices against contract terms, scope of work, and market rates. Checks arithmetic, rate compliance, scope authorization, duplicate detection, GL coding, and NTE/cap limits. Assigns APPROVED, APPROVED WITH FLAGS, or HOLD FOR REVIEW verdict.

Generates ownership-ready variance narratives from budget-vs-actual reports. Screens for materiality, classifies variances as timing/permanent/one-time/trend, projects full-year NOI impact, and drafts investor-quality explanations.

Prepare entity transfer documents, closing document packages, and assignment agreements for CRE acquisitions. Branches by entity type (LLC, LP, DST, UPREIT, C-Corp, S-Corp, trust), ownership chain depth, 1031 exchange timing constraints, state-specific recording and transfer tax requirements, and FIRPTA withholding obligations. Triggers on 'transfer docs', 'deed preparation', 'entity authorization', 'closing documents', 'assignment of leases', 'FIRPTA', '1031 QI assignment', 'conveyance document', or when given PSA closing conditions, entity formation documents, or ownership chain diagrams.

Analyze ALTA title commitments, surveys, and Schedule B exceptions for CRE acquisitions. Identifies title defects, chain breaks, lien conflicts, and cure requirements. Triggers on 'title commitment', 'Schedule B exceptions', 'title review', 'title exceptions', 'encumbrances', 'survey cross-reference', 'title chain', 'mechanic's lien', 'title cure', or when given a title commitment document, survey, or lien search results.

Draft and negotiate CRE financing term sheets from lender quotes. Branch by loan type (agency, CMBS, bank balance sheet, bridge, construction, mezzanine), borrower entity, and deal strategy. Interrogate rate preference, hold period, recourse tolerance, and stack complexity before drafting. Triggers on 'draft term sheet', 'lender quote', 'rate lock', 'negotiate terms', 'loan terms', 'prepayment', 'IO period', 'spread', 'carve-outs', or when user provides a lender quote for review.