deal-packetlisted

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.
Fusion-Data-Company/underwriter-os · ★ 1 · Data & Documents · score 74

Install: claude install-skill Fusion-Data-Company/underwriter-os

# 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