Underwriting still eats up hours that should go to sourcing, relationships, and judgment calls. Rent rolls are retyped by hand. Pro formas get rebuilt deal after deal. Screening a marginal site takes almost as long as underwriting a real one.

Claude for Excel changes that math.

In this fast-moving session, we'll go from start to finish: extracting rent rolls and T-12s directly from an offering memorandum, running a back-of-the-napkin deal screen, building a five-year value-add pro forma from scratch, and populating it with a live deal in minutes.

Then we'll push further, comparing base, upside, downside, and stress-case scenarios, auditing AI-generated models so you know what to trust, and building a custom Claude Skill loaded with your firm's acquisition criteria to create a repeatable underwriting workflow.

This isn't a theoretical AI session or a product demo. It's a practical walkthrough designed for people who underwrite commercial real estate and want to spend less time formatting spreadsheets and more time making investment decisions.

You'll leave with a working model, a reusable Claude Skill, and a faster path from OM to IC memo.

You'll Learn How to:

Extract underwriting inputs directly from an offering memorandum

Skip the manual re-keying. See how Claude for Excel pulls rent rolls, T-12s, and other key financial information directly from an OM into a clean, usable spreadsheet.

Screen deals in minutes

Build a back-of-the-napkin underwrite fast enough to evaluate opportunities as they come in, so you spend your time on the deals worth pursuing.

Build value-add pro formas faster

Construct a five-year value-add pro forma inside Excel, with Claude helping build formulas, structure assumptions, and organize the model.

Populate new deals in minutes, not hours

Take a live deal from OM to a completed underwriting model by automatically mapping rent rolls, financials, assumptions, and outputs.

Compare multiple investment scenarios

Generate and evaluate base, upside, downside, and stress-case underwriting scenarios without rebuilding the model from scratch each time.

Audit AI-generated underwriting

Learn the checks and workflows that let you confidently review AI-generated models, ensuring speed never comes at the expense of accuracy.

Build a reusable underwriting assistant

Create a custom Claude Skill loaded with your firm's acquisition criteria so every opportunity is evaluated using the same framework.

Questions about the workshop?
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From OM to Screened Deal

Pulling rent rolls and T-12s directly from offering memoranda. Cleaning and structuring extracted data for underwriting. Running an initial screening model to determine whether a deal deserves a full underwrite.

Building and Populating the Pro Forma

Structuring a five-year value-add model covering revenue, operating expenses, capital expenditures, debt, and exit assumptions. Mapping extracted OM data into the model and populating new deals in minutes.

Scenario Analysis and Model Auditing

Creating base, upside, downside, and stress-case scenarios. Auditing AI-generated formulas, assumptions, and outputs before a model reaches the investment committee.

Building Your Firm's Claude Skill

Understanding how Claude Skills work. Loading your firm's acquisition criteria into a reusable workflow. Testing and refining the Skill against live underwriting examples.

Integrating AI into Your Underwriting Process

How acquisitions teams can incorporate Claude into existing Excel models and underwriting workflows without replacing the systems they already use.