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Selected work

Internal tools MCP Skills CRE finance

Things we've built.

A representative cross-section. Specifics on request.

Different shapes — internal platforms, MCP servers, drafting skills — same approach: improve the tools they already use.

Featured case study All of the projects below were built for Sunday Capital. Read the full case study
  1. 01

    Internal tools platform

    Underwriting, loan tracking, and an investor CRM, built into the existing stack rather than alongside it.

    CRE finance
    Internal tools platform Three modules — Pulse, Underwriting, Flow — anchored into the team's existing tools. the team's existing tools Outlook Slack Zoho CRM OneDrive Excel module Pulse active loan tracker phases 1–5 live module Underwriting 13-module engine 351 tests · XLSX out module Flow investor CRM $50M raise one platform · met inside the tools the team already used
  2. 02

    Custom MCP server

    Eleven tools across loans, contacts, and pipeline data — the firm's data put behind a model.

    CRE finance
    Custom MCP server An LLM client connects through a custom MCP server to the firm's loan and investor data, exposing eleven tools. client Model desktop · CLI MCP server 11 tools search_loans get_loan_details get_pipeline_summary get_loan_stats count_loans_by_capital_source update_loan update_loan_status search_contacts + 3 more data Loans · CRM live database the firm's data · put behind a model
  3. 03

    Daily briefing system

    Slack, CRM, email, and calendar pulled into a single morning feed. The first ten minutes of the day, automated.

    CRE finance
    Daily briefing system Slack threads, calendar, inbox, and meeting transcripts converge into a single morning feed. Slack threads Calendar Inbox Meeting transcripts overnight today unread · flagged yesterday 07:00 · this morning Briefing — what closed — what slipped — who's waiting — first calls — flags from yesterday the first ten minutes of the day · automated
  4. 04

    Custom skills

    Deal teasers, underwriting extracts, document drafting — the repetitive parts of the week, written once and used daily.

    CRE finance
    Custom skills A small library of named, reusable instructions — written once, used daily. library · ~/skills 01 02 03 04 05 06 deal-teaser uw-extract memo-draft comp-set ic-summary investor-update — produce the standard teaser PDF from a model file. — pull rent roll, T-12, and budget into engine inputs. — first draft of an IC memo from the deal record. — assemble local rent and sale comps for a property. — condense a deal workspace into a one-page brief. — quarterly note to LPs from portfolio data. written once · used daily · the same instructions every time
  5. 05

    Quarterly investor reporting pipeline

    Portfolio data to draft memos. The first pass, done by the system; the final word, still the partner's.

    CRE finance
    Quarterly investor reporting pipeline Portfolio data flows through a draft, a review, and a final letter — the system writes the first pass; the partner writes the last. quarterly · the same shape, every time 01 Data portfolio marks 02 First draft written by the system 03 Partner review edits, voice, judgement 04 Sent final word stays human structured ~minutes hours, not days on time first pass · the system · final word · the partner
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