The HB Capital Skills Suite
A set of Claude skills that turn each stage of a commercial real estate financing into a repeatable AI playbook.

Designer and builder
2026
AI workflow suite
AI: Claude Agent Skills, Claude Projects, scheduled agent runs Connected to: Microsoft 365 (Outlook), the HB Capital deal platform (Supabase), web research Process: Beta versions run side by side with production before they replace it
In daily use on live deals
Challenge
Every commercial real estate financing moves through the same stages. You find the sponsor, triage the package, build the needs list, check the numbers, write to lenders, chase replies, review the term sheet, and sometimes fight an appraisal. Each step takes hours of skilled work, and most of that is the same reasoning applied to a new file. The bottleneck wasn't knowledge. It was that every bit of judgment had to be applied by hand, from scratch, every single time.
What I Built
A suite of Claude skills, each one encoding a single stage of a deal as a playbook. The main pieces follow the order of play. White Pawn opens with a one-page triage of every new deal, Bishop builds the needs list, and Queen writes the outreach to lenders. Around them sits a bench of specialists. Einstein, Harvey and Sherlock check the numbers, the paperwork and the documents behind every deal; each is explained below. ROV and Grandmaster take on low appraisals, and Techdeck builds the placement package that goes to capital sources. Each skill knows exactly what its job is and what isn't, so they hand work to each other instead of overlapping. They work from the real deal file and inbox, not a pasted summary. And none of them gets the final word: Harvey prepares the file for counsel but never replaces counsel, Sherlock rates risk but never accuses anyone, and every draft waits for a person before it's sent.
11
Skills in the suite
8
Deal stages covered
0
Drafts sent without a person


The Specialists
Einstein is the numbers desk. It opens the T-12, the rent roll, the operating statements, the sponsor's personal financial statement, the sources and uses and the pro forma, and rebuilds every figure from its parts instead of trusting the total at the bottom. It computes DSCR, debt yield, LTV, LTC, cap rate and yield on cost from the underlying inputs, then reports exactly what ties out and what doesn't, line by line. It runs beside the other skills so that no number reaches a lender until it has been rebuilt, but it never edits their work; it hands back the discrepancies. Harvey reviews the legal and financing paper: term sheets, LOIs, commitment letters, loan agreements, guaranties, fee agreements and intercreditor agreements. It produces two things. The first is a list of questions to put to the lender or its counsel. The second is a short escalation list for our own outside counsel, so their time goes to the clauses that matter. It also checks who a counterparty really is, whether a direct lender or a broker in the middle. Harvey is not legal advice and never replaces counsel; it prepares the file so counsel is faster and cheaper. Sherlock asks whether a document is what it claims to be: issued by the party it names, on the date it bears, and unaltered since. It works through bank statements, proof-of-funds letters, tax returns, leases, appraisals, title, insurance certificates, entity documents and lien waivers across five dimensions: dates and anachronisms, typography and structure, the internal logic of the content, signatures and seals, and file metadata. It reports critical red flags, high-risk discrepancies and an overall legitimacy risk rating. It never accuses anyone; a person decides what happens next.















