Deal Packet

Deal Packet — the full institutional set

The flagship deliverable: one cohesive, branded, fully-cited package a principal or IC can act on. Claude builds all of it (HARD LAW: do it for them) and saves it to the deal folder.

Read first

• underwriter-os/reference/underwriting-model.md — every line item, formula, sensitivity (the analytical authority).
• underwriter-os/reference/property-data-dictionary.md — parcel → development read.
• underwriter-os/brand/STYLE.md — the look (colors, type, tables, charts) for ALL pieces.
• underwriter-os/docs/CITATIONS.md — cite everything; build the sources registry.
• underwriter-os/reference/rigor-standard.md — the institutional metric set + checks every piece must hit. Produce the packet via the deal-evolution loop (V1→V2→V3) — don't ship a first draft.

Build order (gather data once, render four ways)

1. Pull the data (cite each as you go into deals/<name>/sources.md):
   • Parcel/owner via quarry-parcels (owner, zoning, units, acreage, value).
   • Market & comps via market-comp-analysis (rents, occupancy, supply pipeline).
   • Macro via FRED (rates), demographics via Census, deeper context via Tavily/Exa (see docs/DATA-SOURCES.md).
   • the firm's model inputs from the user (tag "per [Firm] underwriting").
2. Excel model (xlsx skill) — build from the model-tab outline in underwriting-model.md: Inputs, Revenue, OpEx, Dev Budget, Returns, Sensitivity, Comps, Sources tab. Branded per STYLE.md (navy headers, input cells highlighted, number formats, "Src" columns). Save deals/<name>/<name>-model.xlsx.
3. IC memo (docx skill) — from templates/investment-memo.md: recommendation & ask, snapshot, market, site, assumptions (with sensitivity), capital, risks/mitigants, appendix. Every figure [S#]; sources as endnotes. Save deals/<name>/<name>-IC-memo.docx.
4. Deck (pptx skill) — ~8–10 slides: title, recommendation, market, site/parcel, returns, sensitivity, capital stack, risks, sources slide. STYLE.md master. Save deals/<name>/<name>-deck.pptx.
5. One-pager (report-visuals → infographic-deal-snapshot.svg → PDF/PNG) — the at-a-glance snapshot with cited figures. Save deals/<name>/<name>-one-pager.pdf.
6. Sources registry — deals/<name>/sources.md populated; every deliverable backlinks to it.

Tune to the person (read their profile/memory)

• Brevity mode: lead with the one-pager + a 20-second spoken brief (voice-onboarding). Build the full packet, but PRESENT the one-pager first and keep talk to the bottom line; offer the rest. Simplicity up front.
• Full-detail mode: lead with the Excel model and the complete packet; walk the tables; overkill is under-rated. Hand over every file.

Quality bar (check before delivering)

• One consistent look across sheet/doc/slides (STYLE.md).
• Every figure carries [S#] and resolves in sources.md; estimates labeled; firm-model numbers tagged.
• Numbers reconcile across the four pieces (the memo, model, deck, one-pager agree).
• Recommendation + the ask are unmistakable. Risks are honest (lead with supply).

Output

• A deals/<name>/ folder with the 4 deliverables + sources.md, added to the Deal Tracker. Tell them what you built and where; for brevity-mode, show the one-pager and speak the bottom line.