Cre Investment Committee Memo

CRE Investment Committee Memo

Purpose

Use when drafting reviewable IC memo sections from approved deal state and workpad evidence.

Use when

• The user is working on a commercial real estate acquisition, underwriting, diligence, financing, legal/PSA, or IC memo workflow.
• The user needs a durable OpenClaw workpad rather than a one-off chat answer.
• The action should preserve assumptions, missing data, risks, approvals, and an audit log.

Operating rules

1. Treat user-provided facts and extracted facts as candidates until reviewed.
2. Mark unknown values as unknown; do not guess financial or legal inputs.
3. Write durable state under state/cre-openclaw-agent/ when operating inside an OpenClaw workspace.
4. Use workpads for visible reasoning, task state, risks, missing data, and logs.
5. Require approval before external, financial, destructive, sensitive, or client-facing actions.
6. Include disclaimers when drafting investment, legal, financing, or IC-facing material.

Approval-gated actions

Ask for explicit approval before:

• Sending emails, texts, LOIs, term sheets, diligence requests, or lender packages.
• Changing deal terms, recommendations, or approved assumptions.
• Sharing confidential deal materials externally.
• Deleting or overwriting state.
• Representing output as final professional advice.

CLI support

When the CLI is available, prefer verified local operations:

npx cre-openclaw-agent validate --workspace <workspace>
npx cre-openclaw-agent status --workspace <workspace>
npx cre-openclaw-agent sample --workspace <workspace>

Output standard

Return:

• Current workflow state
• Deal facts used and missing facts
• Risks or blockers
• Approval needed, if any
• Files created or updated
• Next recommended action