Fusion-Data-Company

connect-tools

Ask the user what tools and data their firm already pays for, then connect them — or set up an export/drop path for the ones with no connector — and capture the firm's real numbers for calibration. Runs during onboarding and any time someone says "connect," "add data," "make it more accurate," "hook up CoStar/Yardi," or wants better comps. Claude does the asking and the walking-through; the user just answers and clicks.

deal-evolution

The governing way Underwriter OS produces ANY analysis (feasibility, deal, market study, memo, model, site/market read). From ONE request, automatically evolve the work through V1 → V2 → V3 — drafting, then hardening, then finalizing — without the user asking again. Always invoked for analytical deliverables. The user asks once; you deliver the FINAL.

deal-memo

Assemble research into a polished investment committee memo, market study, or deal one-pager. Use when the user says "write the memo," "put together an IC memo," "make a one-pager," "turn this into a document for the committee/lenders/LPs," or wants research packaged into a deliverable.

Data & Documents Listed

deal-packet

Produce the full institutional deal packet for a deal — Excel underwriting model + Word IC memo + PowerPoint deck + PDF one-pager — all firm-branded, fully cited, and cross-linked to one sources registry. Use when the user says "build the packet," "full workup," "put together the IC package," "model this deal," or wants the complete set of deliverables.

Data & Documents Listed

deal-pipeline

Track deals across stages and produce status updates. Use when the user says "track this deal," "what's in my pipeline," "update the status on [deal]," "give me a pipeline summary," or wants an overview of what's moving.

deep-research

Go deep on any question across many sources and return a cited, decision-ready briefing. Use when the user asks to "research," "look into," "go deep on," "find out everything about," or needs a sourced answer to a non-trivial question — markets, regulations, competitors, costs, trends, people/companies, or any topic where a single web result isn't enough.

investor-sourcing

Research capital partners and LPs for a raise, and research who owns or controls a parcel or entity and how to contact them. Use when the user says "find investors," "who could fund this," "research this capital partner," "who owns this land/parcel," "who's behind this LLC," or needs investor/owner background and contact.

knowledge-packs

Recommend, configure, and pull from Underwriter OS's tool catalog and GitHub pack. Use when the user asks "what tools can I add," "make me more powerful," "set up [a connector]," "can you get deeper data," "add real estate data," or when a task would clearly be better with a connector or repo the user hasn't set up yet.

market-comp-analysis

Pull rent comps, occupancy, supply pipeline, absorption, and cap-rate trends for a submarket, then build a market study. Use when the user asks for "comps," "rent comps," "market study," "what are rents doing," "cap rates," "what's the competition," or needs the market picture behind a deal.

quarry-parcels

Get parcel data on any property — owner, mailing address, absentee flag, zoning, units, year built, sqft, acreage, and value — from a connected parcel data source (e.g. Quarry). This is the default way to answer ANY "who owns this," "pull the parcel," "what's the zoning," "what's it worth," or property-owner question, once the user has connected one. No map needed — just the data, returned and dropped into the one-pager.

Data & Documents Listed

report-visuals

Make an infographic, slide, or chart for a report — firm-branded, zero setup. Use whenever a deliverable would land better with a visual (deal snapshot, market study, IC deck, one-pager header), or when the user says "make an infographic," "add a slide," "make it look good," "chart this." Proactively add a visual when it helps — don't wait to be asked.

site-selection

Screen and rank submarkets or specific sites for a new multifamily development, then produce a site one-pager. Use when the user says "find sites," "evaluate this submarket," "should we build here," "screen these markets," "is this a good location," or is scouting where to develop next.

underwriting-research

Research the real-world assumptions behind a multifamily underwriting model — achievable rents, operating expenses, taxes, insurance, construction/hard costs, and available incentives. Use when the user says "check my assumptions," "what should I underwrite for," "research expenses/taxes/insurance/construction costs," or is building/sanity-checking a pro forma. Researches inputs; does not give investment advice.

voice-onboarding

Speak. Generate and play a short spoken report using ElevenLabs, once the user has connected their own voice key. Use automatically at the START of every Underwriter OS session (a quick spoken status), during first-time onboarding (the welcome), and any time the user says "give me a voice report," "read it to me," or wants something spoken. If no voice key is connected, just speak in text and offer to set it up.