Case study · ongoing engagementBuilding organizational leverage at Sunday Capital.
Sunday Capital is a private real-estate lender with more than $1B in cumulative originations. Since January 2026, we have worked with the team to connect its systems, automate recurring work, and make AI useful inside its daily operations.
- Company
- Sunday Capital
- Role
- AI Initiative Lead
- Started
- January 2026
- Status
- Ongoing
01
Build around the operating work.
The program began with the work already happening across Outlook, Slack, Zoho, OneDrive, Excel, loan records, and recurring reporting. The design principle was simple: meet people in those tools whenever possible, while creating a more reliable operating layer underneath them.
That produced connected lending operations, model-facing data access, daily briefing and reporting workflows, and reusable instructions for recurring analytical work.
The work stays in familiar tools.
One shared record
Loan tracking, intake, and team handoffs.
Context for decisions
Source documents, analysis, and reviewed outputs.
Consistent reporting
Contacts, portfolio updates, and recurring deliverables.
Connected through shared records, permissions, and repeatable workflows.
02
An independent first look at every package.
The Agentic Analyst reviews incoming loan packages, develops an independent underwriting recommendation, and identifies potential capital partners. It returns a structured memo to the team’s inbox and records decisions and feedback for future reviews.
It keeps missing information explicit, respects deals the credit team has declined, and requires approval before changing the capital-partner credit boxes.
From incoming package to an independent credit view.
Read the full package
The email thread, offering memo, rent roll, T-12, and financial models.
Form a credit view
A recommendation, underwriting flags, and potential capital partners.
Return & learn
A structured memo in the inbox, with decisions and feedback recorded.
One response per deal. Missing facts stay explicit. Declined deals stay closed. Credit-box changes require approval.
03
Make recurring work repeatable.
The work extends from recurring reports and spreadsheets to reusable analytical workflows. Each workflow brings its sources, instructions, and review expectations into one process.
Clear ownership and reviewed outputs keep the team in control. Cycle time and output quality provide a more useful basis for improvement than activity counts alone.
Reusable
Turn repeated prompts and ad hoc practices into named workflows that the team can run consistently.
Governed
Keep source context, permissions, review, and human judgment visible inside the process.
Measured
Track cycle time and output quality, not just seat activity or request volume.