Vol. I Tools & Dashboards Work Surfaces · 2026
The work surfaces your AI team operates on — where the roles run, one layer of the platform stack.
Embeddable HTML, React-ready widgets, and Claude artifact files. Operating surfaces for the AI team to run on — no enterprise platform, no SaaS lock-in. Copy in, configure, deploy.
01 / Format Options
XLSX
Excel workbooks for templates and calculators.
DOCX
Word templates for memos, OMs, and reports.
Markdown
Prompt-ready files for any model host.
HTML
Copy-paste dashboard components for internal portals.
React-ready
Component skeleton for engineering teams.
Claude artifact
Tuned for Claude's artifact rendering.
02 / Flagship
Flagship dashboards have full product pages with field definitions, paired agents, sample data, and format availability. Click through for the spec.
The cockpit view of your AI CRE company.
A single-page overview of your AI deal team — active agents, current workflows, in-flight outputs awaiting review, recent activity, and quick-launch buttons for the most common workflows.
Track outreach status, soft quotes, and follow-ups.
A deal-level outreach surface for capital-markets work.
Draft-and-review surface for IC memos.
A side-by-side draft + UW context view for IC memo work.
03 / Library
Side-by-side comparison with variance flags.
Inbound deal triage + credit-box check.
Proceeds ladder at DY / LTC / LTV / DSCR thresholds.
CP status, deliverables, blocker priority.
Index of diligence items + status.
Variance, covenants, KPIs across the book.
Quarterly package status + send tracking.
Draw history, contingency burn, lien tracking.
Social + newsletter + post-event content schedule.
Outreach status + lifecycle by segment.
Versioning, ownership, retirement.
Data dictionary, source log, refresh cadence.
Next step · dashboards ship Q3 2026
A dashboard is a work surface — a role has to run on it. Build the team in the Company Builder, or subscribe to the Dispatch for the Q3 launch link with founders' pricing.