Executive Pipeline Summary
Monthly executive rollup of pipeline state for the residential_multifamily subsystem. Aggregates Dealpath (deal pipeline), Procore (active development pipeline), and Intacct (capex commitment exposure) into a board-ready or IC-ready summary. Designed for the executive and IC audiences with per-metric confidence bands. Scope: dollars committed at each pipeline stage, expected close by month, IC docket forward 90 days, capex commitment exposure forward 12 months, debt market context band, capital deployment pace vs target, declined deal hit-rate, top-of-funnel sourcing health, JV partner concentration, geographic concentration, segment concentration. Every metric declares a confidence band. Decision severity `gated`: the pack is board-ready. Any final-marked external submission (board packet, IC advance read) is gated. The workflow never sends autonomously; composition of the formal submission bundle lives in `workflows/executive_operating_summary_generation`.
What this skill does
Executive Pipeline Summary is an A.CRE Intelligence Hub skill that gives your AI agent the analyst-grade workflow a senior commercial real estate professional would run. Monthly executive rollup of pipeline state for the residential_multifamily subsystem. Aggregates Dealpath (deal pipeline), Procore (active development pipeline), and Intacct (capex commitment exposure) into a board-ready or IC-ready summary. Designed for the executive and IC audiences with per-metric confidence bands. Scope: dollars committed at each pipeline stage, expected close by month, IC docket forward 90 days, capex commitment exposure forward 12 months, debt market context band, capital deployment pace vs target, declined deal hit-rate, top-of-funnel sourcing health, JV partner concentration, geographic concentration, segment concentration. Every metric declares a confidence band. Decision severity `gated`: the pack is board-ready. Any final-marked external submission (board packet, IC advance read) is gated. The workflow never sends autonomously; composition of the formal submission bundle lives in `workflows/executive_operating_summary_generation`. Monthly executive rollup of pipeline state for the residential multifamily subsystem.
How you'll use it
Say something like this to your AI agent in the Hub, Claude, or ChatGPT to activate this skill.
Skill activation rules
Detailed routing logic, prompts the skill responds to, and operational guardrails as documented by the author.
Monthly executive rollup of pipeline state for the residential_multifamily subsystem. Aggregates Dealpath (deal pipeline), Procore (active development pipeline), and Intacct (capex commitment exposure) into a board-ready or IC-ready summary. Designed for the executive and IC audiences with per-metric confidence bands. Scope: dollars committed at each pipeline stage, expected close by month, IC docket forward 90 days, capex commitment exposure forward 12 months, debt market context band, capital deployment pace vs target, declined deal hit-rate, top-of-funnel sourcing health, JV partner concentration, geographic concentration, segment concentration. Every metric declares a confidence band. Decision severity `gated`: the pack is board-ready. Any final-marked external submission (board packet, IC advance read) is gated. The workflow never sends autonomously; composition of the formal submission bundle lives in `workflows/executive_operating_summary_generation`.
What's inside
Executive Pipeline Summary
Workflow purpose
Produce the monthly executive-grade pipeline summary: the document that leaves the investments and development teams and goes to the executive and to the IC. The pack is a cross-system rollup, synthesizing deal-pipeline…
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Executive Pipeline Summary
Workflow purpose
Produce the monthly executive-grade pipeline summary: the document that leaves the investments and development teams and goes to the executive and to the IC. The pack is a cross-system rollup, synthesizing deal-pipeline posture (Dealpath), active development pipeline posture (Procore), and posted capex commitment exposure (Intacct) into a narrative-first board-ready or IC-ready document.
The pack composes the pipeline layer of the executive story. It sits alongside
workflows/executive_operating_summary_generation (operating posture) and
workflows/quarterly_portfolio_review (portfolio trend). Together these three
packs cover the three executive narrative arcs: operating, portfolio, pipeline.
Full instructions and any reference files ship in the .skill bundle.
executive-pipeline-summary/ └── SKILL.md # Required: instructions + metadata
How to run it
Not in the Hub? Download the .skill bundle above and follow the A.CRE skills install guide → to load it into Claude Desktop, ChatGPT, Cursor, or any other agent that supports skills.
Already in the Hub. If you're an AI.Edge Pro or A.CRE Accelerator member, this skill is bundled into the A.CRE Intelligence Hub direct connector (MCP server) — just ask your agent.