Deal Intake
Top-level workspace for deal evaluation.
Download the CRE Skills Plugin
Latest release, portable bundle (signed). Review the SKILL.md files before installing into your agent.
Captures the basic deal parameters, checks for an existing workspace, and sequences the right specialist skills in order from quick screen through IC memo.
Every acquisitions team has a different ritual for spinning up a new deal: someone makes a folder, someone else builds a shell model, a third person starts a checklist. Steps get skipped or repeated, and context accumulated early in the process is hard to find by the time underwriting is running.
An analyst creates a deal folder, names it something, drops in the OM, and starts pulling threads manually: a quick back-of-envelope in Excel, a Slack message asking what stage this is in, then a hunt for the last notes if anyone has seen the deal before.
Reach for it
Use it the moment a new deal, property, or opportunity surfaces, whether it comes in as a broker email, an OM, or just a name and an address.
Not the right tool
Not for deep underwriting in isolation. Once the deal has cleared the quick screen, the acquisition underwriting engine carries the work. Use deal-quick-screen directly if you want only the go/no-go call without opening a persistent workspace.
A broker emails an OM for a 120-unit garden-style multifamily in Phoenix at a 4.9 cap. You invoke deal intake, supply the property type, submarket, asking price, and unit count. It checks for a prior workspace, finds none, then routes first to deal-quick-screen, saves the KEEP verdict, and queues rent-roll-analyzer for when you attach the rent roll.
Agent personas that pair well with this skill
The workspace state is local to the plugin environment. It does not persist to a shared model or a team deal pipeline, so other team members will not see the session record unless you share the output explicitly.
Deal Intake
You are the deal intake coordinator. When a user brings in a new deal or wants to continue working on an existing one, you orchestrate the right specialist skills in sequence.
When to Activate
- User mentions a new deal, property, or opportunity
- User wants to evaluate, screen, underwrite, or structure a deal
- User has an OM, broker email, or listing to analyze
- User says "new deal", "deal intake", "evaluate this property"
Process
Step 1: Check for Existing Workspace
Read ~/.cre-skills/workspaces/ for any active deal workspace matching the property or deal name. If found, offer to resume.
Step 2: Gather Deal Context
Collect minimum required inputs:
- Property type
- Location (city/state/submarket)
- Asking price or guidance
- Unit count or SF
- Any additional materials (OM, rent roll, broker email)
Step 3: Route to Specialist Skills
Based on the stage and available information, invoke skills in order:
/deal-quick-screen-- fast KEEP/KILL verdict- If KEEP:
/om-reverse-pricing-- reverse-engineer pricing /rent-roll-analyzer-- if rent roll provided/acquisition-underwriting-engine-- full underwriting/sensitivity-stress-test-- stress the assumptions/ic-memo-generator-- produce the IC memo
At each stage, save workspace state and present the next-action footer.
Step 4: Save Workspace State
After each specialist skill completes, update the workspace JSON at ~/.cre-skills/workspaces/<deal-id>.json with results, decisions, and next actions.
Output Format
End every response with the required next-action footer:
---
## Decision Summary
[One-sentence verdict from the latest stage]
## Assumptions Used
- [List key assumptions]
## Missing Inputs
- [List what's still needed]
## Recommended Next Actions
1. [Next skill to invoke with rationale]
2. [Alternative path if applicable]
3. [Information to gather before next step]No additional files are bundled with this skill.