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Hand Claude your default-form model plus the OM, rent roll, and T-12. It reads the documents, proposes every input value in a table you approve line by line, then fills in only the cells you signed off on.
It touches nothing but input cell values. No formulas, no rows, no columns, no tabs, no formatting. Your model comes back looking exactly as it did, with the blanks filled and a Note on every updated cell saying where the number came from.
What It Does
Parses the T-12 and rent roll into their deposit tabs, using the two parsing procedures bundled inside this download
Reads the OM and supporting documents for the inputs your model needs, at depth rather than a skim
Applies source priority so actuals win: the rent roll beats the OM's stated rents, the T-12 beats pro forma OpEx, a lender term sheet beats the OM's debt summary
Runs a size reconciliation before proposing anything, checking unit count or rentable SF across the OM, the rent roll, and the model itself, so a rent roll missing two units gets caught before it poisons the whole underwrite
Proposes every change in an in-chat table with Sheet / Cell references, then waits. Nothing is written until you say which rows to apply
Cites each applied value with an Excel Note: Offering Memo pg. 4, Rent Roll Row 12, T-12 Row 18
What It Won't Do
It won't tell you whether the deal is good, run sensitivities, write your IC memo, or build a model from scratch. It won't touch hospitality, since RevPAR and departmental P&L are a different animal. If a value isn't in the documents, it gets left out of the proposal rather than guessed at.
Pairs With
This one fills the model. The CRE Model Audit skill checks the model's formulas are sound. Presentation Tie-Out checks the deck you build from it. Run them in that order.
Perfect For
Analysts turning around a first pass on a new deal, and sponsors who want the mechanical data entry done in minutes with a citation trail instead of an afternoon and a stack of PDFs.
Hand Claude your default-form model plus the OM, rent roll, and T-12. It reads the documents, proposes every input value in a table you approve line by line, then fills in only the cells you signed off on.
It touches nothing but input cell values. No formulas, no rows, no columns, no tabs, no formatting. Your model comes back looking exactly as it did, with the blanks filled and a Note on every updated cell saying where the number came from.
What It Does
Parses the T-12 and rent roll into their deposit tabs, using the two parsing procedures bundled inside this download
Reads the OM and supporting documents for the inputs your model needs, at depth rather than a skim
Applies source priority so actuals win: the rent roll beats the OM's stated rents, the T-12 beats pro forma OpEx, a lender term sheet beats the OM's debt summary
Runs a size reconciliation before proposing anything, checking unit count or rentable SF across the OM, the rent roll, and the model itself, so a rent roll missing two units gets caught before it poisons the whole underwrite
Proposes every change in an in-chat table with Sheet / Cell references, then waits. Nothing is written until you say which rows to apply
Cites each applied value with an Excel Note: Offering Memo pg. 4, Rent Roll Row 12, T-12 Row 18
What It Won't Do
It won't tell you whether the deal is good, run sensitivities, write your IC memo, or build a model from scratch. It won't touch hospitality, since RevPAR and departmental P&L are a different animal. If a value isn't in the documents, it gets left out of the proposal rather than guessed at.
Pairs With
This one fills the model. The CRE Model Audit skill checks the model's formulas are sound. Presentation Tie-Out checks the deck you build from it. Run them in that order.
Perfect For
Analysts turning around a first pass on a new deal, and sponsors who want the mechanical data entry done in minutes with a citation trail instead of an afternoon and a stack of PDFs.