Solo Desk One-person shop
$49 / mo
A solo broker, analyst, or principal who wants a small, sharp team on call.
- Role files 3
- Task workflows 6
- Work surfaces 2
- Dashboards —
- Live data Lender (sample)
- Seats 1
$490 / yr — 2 months free
Vol. I Membership & Pricing Catalog · 2026
Payroll for your AI CRE team.
You don’t buy agents — you employ them. Pick a membership tier, staff your team from the catalog, and the team runs in your own Claude on continuously-updated role files and a live CRE data layer. At-will employment: cancel anytime, no contract.
Start in the Company Builder — pick a company type and the recommended roster assembles automatically. The AI workforce is membership. Registry Editions, Reports, and Briefs remain one-time data purchases.
- At-will — cancel anytime
- No contract, no lock-in
- Runs in your own Claude
- Portable, model-agnostic files
- Live data while on payroll
- Annual = 2 months free
01 / Membership tiers
Pick your headcount and budget
A tier is a headcount and budget. Add-ons let you hire beyond your plan. Every tier includes the live CRE data layer while you’re on payroll — role files stay current, new rosters land in your account, live data feeds them.
Most popular
Analyst Desk A working deal desk
$149 / mo
The core plan — enough team and live data to actually run debt-side or acquisitions work.
- Role files 8
- Task workflows 20
- Work surfaces 6
- Dashboards 1
- Live data Lender (full live)
- Seats 1
$1490 / yr — 2 months free
Full Firm Stand up the company
$399 / mo
Run the entire AI firm — every role, every workflow, every dashboard, all Editions, up to five seats.
- Role files All 38
- Task workflows All
- Work surfaces All 17
- Dashboards All 17
- Live data All Editions
- Seats 5
$3990 / yr — 2 months free
Enterprise Multi-team / white-label
Contact
Multiple teams, SSO, API access to the data layer, white-label, and guided onboarding.
- Role files All + custom
- Task workflows All
- Work surfaces All
- Dashboards All
- Live data All + API
- Seats Custom
02 / Add-ons
Hire beyond your plan
Need one more role, an extra dashboard, or a colleague on the team? Add-ons extend your headcount without moving up a tier.
- + Role file $15 / mo each Monthly Add a specific CRE role beyond your tier — hire one more head.
- + Dashboard $19 / mo each Monthly Add a single work surface (IC Memo Workspace, Debt Sizing, etc.) without moving up a tier.
- + User seat $39 / mo each Monthly Add a colleague to your team. Each seat runs the same roster.
- + Registry Edition Edition price One-time Add a live data layer (Broker, Sponsor, LP, Service Provider) — also available standalone.
- Deployment assets One-time setup One-time Org Chart, Operating Manual, Workflow Map, SOP Pack — the kit to stand the team up.
03 / How it works
Portable, model-agnostic · runs in your Claude
01
Your Valore account is the hub
Sign in, build your team in the Company Builder, and manage your roster, plan, and data there. Pick a tier, choose your roles from the catalog.
02
Delivery is a portable bundle
Role files, task workflows, and paired work surfaces — with a one-click “open in Claude” path. Model-agnostic. Works in Claude, ChatGPT, or any compatible host.
03
The subscription is the living layer
While you’re on payroll: role files stay current, the live CRE data layer feeds them, new rosters and updates land in your account. Cancel and the living layer ends — you keep the last snapshot.
04
At-will employment
Cancel anytime. The team stands down — no contract, no lock-in. You keep the last bundle you downloaded for personal reference. Live data, updates, and the maintained roster end when payroll stops.
04 / Starting Rosters
Pre-staffed teams, included on any plan
A Starting Roster is a pre-assembled team for one CRE use case — role files, task workflows, and paired work surfaces, ready to run in Claude. Rosters are included in your membership; they are not a one-time purchase. Pick any plan and staff from the roster catalog in the Company Builder.
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.
6 agents · 6 skills · 3 templates
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.
4 agents · 5 skills · 3 templates
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.
5 agents · 5 skills · 4 templates
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.
5 agents · 5 skills · 3 templates
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.
5 agents · 5 skills · 3 templates
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.
8 agents · 8 skills · 2 templates
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.
7 agents · 8 skills
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.
31 agents · 18 skills · 8 templates
05 / Available now
What you can use today
The Lender Edition and all 15 paid templates are available today for one-time purchase, along with 2 free templates and several free tools. AI agents, skills, dashboards, and additional registry editions are included in membership tiers and ship Q3–Q4 2026.
- PaidLender Editionundefined CRE capital-provider records, undefined phone-verified (36%).Open
- Paid15 TemplatesUW Workbook, OM Builder, Term Sheet Reader, Cash Flow Projection, and 11 more – XLSX, DOCX, PPTX. $12–$97 retail.Browse
- FreeExcel Shortcuts ReferenceA practitioner-curated XLSX cheat sheet for CRE underwriting.Download
- FreeBuy vs Rent CalculatorAn interactive XLSX calculator for residential buy-vs-rent decisions.Download
- FreeMarket MonitorCurated CRE capital-markets headlines, source-attributed. Updates daily.Open feed
- FreeOperating Calendar2026 CRE conferences, lender forums, and capital-markets events, ranked by signal-to-cost.Open calendar
- FreeSample LibraryFree record samples from each Edition. See the data before purchasing.Open samples
- FreeDispatch newsletterQuarterly Valore updates + early launch links with founders' pricing.Subscribe
06 / Forthcoming
Roadmap: Q3 2026 through 2027
Dispatch subscribers receive launch links for the first 14 days of each data release at founders’ pricing. AI team items (agents, skills, dashboards, rosters) roll into membership plans on their launch quarter — no separate purchase required.
Q3 2026
- AI agents (first wave) — Research Analyst, Data Analyst, Credit Analyst, Capital Markets Associate, Legal Reviewer, Deal Team Assistant
- AI skills (first wave) — Investment Memo Drafter, Term Sheet Comparison, Lender Outreach Drafter, Loan Sizing, DY/DSCR Calculator
- Dashboards (flagship) — IC Memo Workspace, Lender Outreach Dashboard, Term Sheet Comparison Dashboard, Debt Sizing Dashboard
- Prompt libraries — CRE Prompt Library + General Business Prompt Library
- Reports + Briefs — Capital Markets Brief, Loan Document Insights, Historic Tax Credit Overview
Q4 2026
- AI agents (full roster) — Tax & Insurance Servicer, Asset Manager, Closing Coordinator, Construction Draw Analyst, IR Associate, Sponsor Diligence Analyst, Appraisal Reviewer, Loan Servicing Analyst, CRE Chief of Staff
- Marketing & Ops agents — Marketing Strategist, Social Media Manager, Content Writer, Proofreader, Brand Designer, Landing Page Reviewer, Email Marketing Manager, Conference Coordinator, CRM Manager, BD Associate, IT & Infrastructure Manager, Security & Audit Coordinator, Data Governance Manager, Operations Manager, Compliance Coordinator, Knowledge Manager
- Dashboards (remaining) — AI Team Command Center, Deal Screening, Closing Tracker, Deal Room Tracker, Asset Management, Investor Reporting, Construction Draw, Marketing Content Calendar, CRM Pipeline, Prompt Library, Data Governance
- Starting Rosters (Q4) — 7 full-stack pre-staffed teams (Debt Origination, UW, Capital Raise, Closing, Asset Management, Investor Reporting, Construction)
- Deployment assets — Team Launch Kit, Operating Manual, Workflow Map, HTML Dashboard Kit, Branded Prompt Pack, Implementation Checklist, SOP Pack
2027
- Registry Editions — Broker, Sponsor, LP, Service Provider, plus secondary Editions (Preferred Equity, Rescue Capital, JV Equity, Mezzanine, Construction Lending, Bridge Lending, Life Company, Agency / HUD, Debt Broker, Note Buyer)
- Quarterly market reports — Top-25 Metro, Asset-Class Quarterly, Cap Rate Quarterly, Capital Markets Brief, Annual Outlook, Recent Sales
Forthcoming data products (Editions, Reports, Briefs) have no obligation attached — purchasing the Lender Edition today does not commit you to anything else. AI workforce items land in your plan automatically on their release date while you’re on payroll.
07 / Data & reference
One-time, or included in your plan
Registry Editions, Reports, and Briefs are genuine periodic data products available as one-time purchases at any time. They are also included as the live data layer for your membership tier — so if you’re on payroll, you already have them. Templates are à-la-carte work surfaces that pair with your team’s role files.
À la carte — full shelf
I Registry — Editions 5 editions
II Templates 17 SKUs
| Template | Format | Status | Founders / Retail | |
|---|---|---|---|---|
| OM Builder | PPTX · DOCX | Available | $37 / $47 | View → |
| UW Workbook | XLSX | Available | $67 / $97 | View → |
| Term Sheet Reader | DOCX · XLSX | Available | $19 / $27 | View → |
| Tax Analysis | DOCX · XLSX | Available | $12 / $19 | View → |
| Cash Flow Projection | XLSX | Available | $37 / $47 | View → |
| PFS / REO Schedule | XLSX | Available | $19 / $27 | View → |
| Insurance & Carrier Matrix | XLSX | Available | $19 / $27 | View → |
| Sensitivity Analyses | XLSX | Available | $19 / $27 | View → |
| Track Record & Case Study | PPTX · DOCX · XLSX | Available | $37 / $47 | View → |
| Lender Checklist | DOCX · XLSX | Available | $19 / $27 | View → |
| Sponsor / Borrower Org Chart Pack | PPTX · XLSX | Available | $19 / $27 | View → |
| AIA Form Pack | DOCX · XLSX | Available | $37 / $47 | View → |
| Timeline Builder | XLSX | Available | $19 / $27 | View → |
| Excel Shortcuts & CRE Functions | PDF · XLSX | Available | $0 / $0 | View → |
| Tax Abatement Modeling | XLSX | Available | $19 / $27 | View → |
| Buy vs Rent Calculator | XLSX | Available | $0 / $0 | View → |
| Renovation Budget Builder | XLSX | Available | $19 / $27 | View → |
III Reports 10 issues
| Report | Cadence | Status | Founders / Retail | |
|---|---|---|---|---|
| Top-25 Metro Report | Quarterly | Shipping at launch | $39 / $49 | View → |
| Asset-Class Quarterly | Quarterly | Shipping at launch | $39 / $49 | View → |
| Capital Markets Brief | Monthly | Post-launch | $19 / $29 | View → |
| Annual Outlook | Annual | Post-launch | $79 / $99 | View → |
| Lender Cut-Sheet Compendium | Quarterly | Shipping at launch | $39 / $49 | View → |
| Cap Rate Quarterly | Quarterly | Shipping at launch | $39 / $49 | View → |
| Recent Sales Report | Quarterly | Shipping at launch | $39 / $49 | View → |
| Migration Report | Quarterly | Post-launch | $39 / $49 | View → |
| REIT Tracker | Quarterly | Post-launch | $39 / $49 | View → |
| Litigation & Fraud Watch | Quarterly | Post-launch | $39 / $49 | View → |
IV Briefs 8 paid · 2 free
| Brief | Length | Status | Price | |
|---|---|---|---|---|
| Loan Document Insights | ~14pp | Shipping at launch | $12 / $19 | View → |
| Historic Tax Credit Overview | ~10pp | Shipping at launch | $9 / $12 | View → |
| C-PACE Practitioner Reference | ~10pp | Shipping at launch | $9 / $12 | View → |
| Lender Draw Process | ~12pp | Shipping at launch | $12 / $19 | View → |
| Revocable vs Irrevocable Trusts | ~10pp | Post-launch | $9 / $12 | View → |
| Title & Survey Reference | ~12pp | Shipping at launch | $12 / $19 | View → |
| Hotel Franchise Hierarchy | ~14pp | Post-launch | $12 / $19 | View → |
| Fair Housing Compliance | ~14pp | Shipping at launch | $12 / $19 | View → |
| Property Analysis with Claude | ~16pp | Shipping at launch | Free | View → |
| Property Analysis with ChatGPT | ~16pp | Shipping at launch | Free | View → |
08 / Data bundles
Curated data stacks, one-time
Prefer to own a curated data stack outright? These bundles combine Editions, Templates, Reports, and Briefs into a single one-time transaction. They are data-only — the AI workforce is available via membership tiers above.
~14% off
Lender Pro Bundle
Built for debt-side workflows.
The Lender Edition paired with the Reports and Briefs practitioners use most alongside it — Capital Markets Brief, Lender Cut-Sheets, loan-doc references, and the key deal-closing templates.
- Lender Edition
- Capital Markets Brief
- Lender Cut-Sheet Compendium
- Loan Document Insights
- Lender Draw Process
- Title & Survey Reference
- Revocable vs Irrevocable Trusts
- Hotel Franchise Hierarchy
- + 2 more items
3 of 10 available now · 7 ships post-launch
Data — All-Access Live
All-Access Bundle
The complete library.
Every Edition, Template, Report, and paid Brief — one transaction. For practitioners who want the full reference stack without tracking down individual SKUs.
- Lender Edition
- Broker Edition
- LP Edition
- Sponsor Edition
- Service Provider Edition
- OM Builder
- UW Workbook
- Term Sheet Reader
- + 31 more items
20 of 39 available now · 19 ships post-launch
~21% off
Acquisitions Toolkit
From first look to funded.
The underwriting and financial-modeling stack — UW Workbook, DCF, sensitivities, renovation budget, OM Builder, tax analysis, and the Asset-Class Quarterly to frame the market.
- UW Workbook
- Cash Flow Projection
- Sensitivity Analyses
- OM Builder
- Renovation Budget Builder
- Tax Analysis
- Asset-Class Quarterly
6 of 7 available now · 1 ships post-launch
~8% off
Sponsor Capital-Raise Kit
Capital-raise documentation, ready to adapt.
The documents sponsors submit to LPs and lenders — OM Builder, Track Record, Org Chart, PFS/REO, Lender Checklist, and Loan Document Insights. The kit a sponsor opens after winning a deal.
- OM Builder
- Track Record & Case Study
- Sponsor / Borrower Org Chart Pack
- PFS / REO Schedule
- Lender Checklist
- Loan Document Insights
5 of 6 available now · 1 ships post-launch
~12% off
Briefs Library
Every paid Brief in one pass.
All seven paid practitioner references — loan docs, HTC, C-PACE, draw process, trust structures, title and survey, hotel franchise hierarchy. The entry point to Valore.
- Loan Document Insights
- Historic Tax Credit Overview
- C-PACE Practitioner Reference
- Lender Draw Process
- Revocable vs Irrevocable Trusts
- Title & Survey Reference
- Hotel Franchise Hierarchy
0 of 7 available now · 7 ships post-launch
09 / Market context
How Valore sits in the market
Valore is an AI workforce and reference-data product — not a transaction database, not real-time market data. The enterprise transaction-data platforms, CMBS analytics services, and REIT research advisories occupy a different shelf at a different price point. The comparison below shows where the products overlap and where they do not.
| Feature | Valore Registry | Transaction-data platform | CMBS analytics | REIT research advisory |
|---|---|---|---|---|
| CRE lender contacts | Yes — 745 records, 36% verified | Limited / indirect | No | No |
| Underwriting templates | Yes — 17 SKUs | No | No | No |
| Practitioner briefs (PDFs) | Yes — 8 paid + 2 free | No | No | No |
| Market reports | Yes — 10 reports | Market analytics | CMBS / distressed | REIT / advisory |
| AI CRE team (role files) | Yes — up to all 38 by tier | No | No | No |
| Real-time data | Live data layer while on payroll | Yes | Yes | Yes |
| Transaction comps database | No | Yes | CMBS only | Selected |
| API access | Enterprise tier | Yes (enterprise) | Yes (enterprise) | No |
| Annual cost | $49–$399/mo membership | $10,000–$30,000+ | $10,000+ | $15,000+ |
Pricing ranges for the platform categories are practitioner-reported and reflect typical seat or subscription pricing rather than negotiated enterprise contracts. Valore has no affiliation with any platform in any category.
10 / Questions
Frequently asked
Is this a subscription?
Yes — for the AI team, it is payroll. You employ a team monthly, at-will, and cancel anytime. The Registry Editions, Reports, and Briefs remain one-time purchases and are not affected by this.
What happens if I cancel?
At-will. The team stands down: live data, updates, and new rosters stop. You keep the last bundle you downloaded for personal reference. Think of it like a departing employee's last set of memos — they don't keep updating themselves.
Where does my team run?
In your own Claude (or any model host). Valore delivers a portable, model-agnostic bundle and keeps it current. We are the hub — we build, update, and feed the team. We are not a black box that runs it for you. That portability is a strength.
Do I own the agents?
You employ them while on payroll, like staff. The files are portable and model-agnostic. But the ongoing value — current role files, live data, maintained rosters, new updates — requires active membership. Cancel and you keep the snapshot; the living layer ends.
Can I just buy the data?
Yes. Registry Editions, Reports, and Briefs are one-time purchases, available standalone, and also included as the live data layer inside your membership plan.
What is the Founders' Window?
When a new Edition, Report, or Brief first goes on sale, Dispatch subscribers receive a 14-day window at the founders' price — typically 20–30% below retail. The discount expires automatically; no code needed for subscribers. This applies only to data products, not membership tiers.
What delivery formats do I receive?
Your membership delivers role files, task workflows, and work surfaces as portable prompt files and templates you open in Claude or any compatible host. Editions ship as HTML + XLSX + CSV + PDF. Templates are XLSX, DOCX, or PPTX. Reports and Briefs are PDF.
What does annual billing save me?
Annual = pay for 10 months, 2 months free. On the Analyst Desk ($149/mo), that is $298 saved versus paying monthly. There is no contract; you commit to 12 months but the billing is upfront. Cancel before renewal and we will not charge you again.
Is there a government or academic discount?
Yes. Contact us with a .gov or .edu email address and we will issue a code for 20% off individual data SKUs. Membership tier pricing is not further discountable at this time.
What is the refund policy?
Membership: cancel anytime, no partial-month refunds. Data products: digital downloads are non-refundable once accessed. If the wrong file is delivered or a download is corrupted, contact us within 14 days for a replacement or refund. Separately, any Verified record with a dead direct line within 90 days of purchase is replaced free within 5 business days.