Data & research

Deal Desk

A deal command center for multifamily real estate — drop in a rent roll and a T-12, and it finds deals, underwrites them, and keeps every one of them organized from first sighting through years of ownership.

Multifamily real estate Python + LibreOffice Claude Code agents Mock mode by default

See it work

The problem

A rent roll and a T-12 arrive in every format imaginable, and turning them into numbers a fund can trust takes real work every time — before anyone gets to the actual question, which is whether the deal is worth underwriting at all.

A fund looking at deals every week needs one place where each deal lives from the day it's sourced through years of ownership afterward — not scattered across email threads and one-off spreadsheets that don't talk to each other.

Running that process through AI tooling gets expensive fast if every document, every underwrite, and every research pass hits a metered API. Cost control had to be part of the design from the start, not something bolted on after the fact.

What it does

Fund desk (dashboard)

The home view — "Pipeline by stage," "Recent research runs," "Recent underwritings," and "The box," all on one screen.

Research

Where a deal's early research work lives before it moves to underwriting.

Underwriting

Runs the numbers on a deal and produces a verdict line — the prototype's example reads "Worth the full underwrite."

Pipeline

"Every deal we've touched," organized from first sighting onward.

How it's built

Two modes, set by DEALDESK_MOCK. Mock mode is the default: it produces real downloadable files with clearly-labelled placeholder numbers, runs in seconds, costs nothing, and needs no API key.

In real mode, document extraction runs on the metered API at roughly $0.15 a deal. The maths, the workbook, the memo and the one-pager are all free — plain Python and LibreOffice. The research crew runs on the Claude Code subscription, so it carries no per-token charge.

The API key itself is stripped from the process environment at startup, so a crew run has no billable credential it could reach even by accident.

Per-deal workspaces survive restarts; deleting the folder deletes the deal. Deal data is never committed to version control, because it's PII.

What we'd do next

Deal Desk is active, in-use software at Westfork Capital, with a live handoff document rather than a finished spec — new views and refinements get added as the fund's own workflow changes, not on a fixed release schedule.