Pipeline Review
Weekly review of every deal in the pipeline by stage (sourcing, loi_signed, psa_signed, ic_approved, debt_term_sheet, close, funded). Produces a stage-by-stage scorecard, flags stalled deals beyond the overlay-defined aging threshold, surfaces IC-prep load and debt-term-sheet variance, and quantifies retrade risk. Dealpath is the primary source; the workflow surfaces any `dp_completeness_ic_record` or `dp_handoff_lag` blocker from adapter dq rules before any roll-up claim is made.
What this skill does
Pipeline Review is an A.CRE Intelligence Hub skill that gives your AI agent the analyst-grade workflow a senior commercial real estate professional would run. Weekly review of every deal in the pipeline by stage (sourcing, loi_signed, psa_signed, ic_approved, debt_term_sheet, close, funded). Produces a stage-by-stage scorecard, flags stalled deals beyond the overlay-defined aging threshold, surfaces IC-prep load and debt-term-sheet variance, and quantifies retrade risk. Dealpath is the primary source; the workflow surfaces any `dp_completeness_ic_record` or `dp_handoff_lag` blocker from adapter dq rules before any roll-up claim is made. Weekly review of every deal in the pipeline by stage sourcing, loi signed, psa signed, ic approved, debt term sheet, close, funded . Produces a stage-by-stage scorecard, flags stalled deals beyond the overlay-defined aging threshold, surfaces IC-prep load and debt-term-sheet variance, and quantifies retrade risk. Dealpath is the primary source; the workflow surfaces any dp completeness ic record or dp handoff lag blocker from adapter dq rules before any roll-up claim is made.
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.
Weekly review of every deal in the pipeline by stage (sourcing, loi_signed, psa_signed, ic_approved, debt_term_sheet, close, funded). Produces a stage-by-stage scorecard, flags stalled deals beyond the overlay-defined aging threshold, surfaces IC-prep load and debt-term-sheet variance, and quantifies retrade risk. Dealpath is the primary source; the workflow surfaces any `dp_completeness_ic_record` or `dp_handoff_lag` blocker from adapter dq rules before any roll-up claim is made.
What's inside
Pipeline Review
Workflow purpose
Deliver a weekly pipeline scorecard that the investments lead, asset-management director, and executive can read in one sitting to answer: which deals advanced, which stalled, where is the capital-need concentration, what is the IC load…
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Pipeline Review
Workflow purpose
Deliver a weekly pipeline scorecard that the investments lead, asset-management director, and executive can read in one sitting to answer: which deals advanced, which stalled, where is the capital-need concentration, what is the IC load next session, and which blocking data-quality issues from Dealpath need resolution before the roll-up can be trusted. The workflow composes stage-by-stage counts, dollar-weighted exposure, and stalled-deal aging into a single dashboard; it recommends no deal-level action — every action remains with the deal team.
Trigger conditions
- Explicit: "weekly pipeline review", "pipeline scorecard", "pipeline dashboard for Monday", "where are we on IC load this cycle".
- Implicit: Dealpath adapter emits a pipeline-stage transition for 3+ deals in a week; week-close calendar event; IC calendar approaches within one cycle.
- Recurring: weekly, end-of-week close; also on-demand ahead of executive check-ins.
Full instructions and any reference files ship in the .skill bundle.
pipeline-review/ └── 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.