AI for CRE investment sales

Generate a clean executive 1-slide 16:9 company overview — name, tagline, description, key metrics, recent milestones, and a founded/location/stage footer — rendered through the deck engine's `tpl.companyOverview` layout (workspace brand-kit theming when a firm theme is set). Use for board prep, investor updates, competitive reviews, or one-pager intros to portfolio companies. Call the `lookup_brand` tool first to get a `logo_url` and embed the company's logo.

Deliverables AI's default CIM (Confidential Information Memorandum) house style — the polished look Deliverables AI renders from when a workspace has not set up its own firm CIM skill. Produces the full sell-side structure (defaults to ~22-28 slides; scales shorter or much longer to the brief and source depth) (cover, notices, TOC, transaction overview, executive summary, investment highlights, company/products/market/customers, financials, growth plan, management, process, appendices) built on the deck engine's default theme and template layouts. A strong default in its own right; tailor it to a firm's brand any time with /onboard-decks.

Generate a company valuation XLSX from public-market comps — a Comps sheet (operating stats, EV/Revenue, EV/EBITDA, P/E multiples, quartile statistics), a Valuation sheet applying the quartiles to the target's LTM metrics for an implied equity-value range, and an optional DCF cross-check sheet with WACC build and sensitivity grid. All formulas live; edit any input to see the valuation update. The agent sources the peer data; this skill never invents market figures.

Build institutional-grade comparable company analyses with operating metrics, valuation multiples, and statistical benchmarking in Excel/spreadsheet format.

Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers. Extract, normalize, and standardize financial data into investment committee-ready Excel workbooks with consistent structure, proper formatting, and documented assumptions. Use for M&A due diligence, private equity analysis, investment committee materials, and standardizing financial reporting across portfolio companies.

Research a topic in depth — decompose it into fields, run grounded web research, synthesize a cited brief, and stage it as a durable project Source for later tasks (e.g. a CIM) to consume.