Skip to content
BoardroomBoardroom

The library

Every move, in one place.

192 free lessons. The whole commercial craft, plus building your own tools.

Tap one, or describe what you're stuck on below.

New here? Start with Compliance & safe AI use (free) and go in order. Jump anywhere once it clicks. The Builder track is its own path. Start it whenever you want AI building FOR you.

Ask Boardroom for a lesson on anything

Describe a real thing you need to get done. Boardroom builds the drill from your exact situation.

The deal desk

Underwriting to leasing to capital. 17 areas · 113 lessons on deals and documents, all free.

1Compliance & safe AI use (free)8 lessons
2Commercial deals13 lessons
3Workflows & automation5 lessons
4Claude & Cowork mastery3 lessons

One platform, mapped to the job: a Project for your standing context, a Cowork skill for a repeatable prompt, MCP connectors for your live inbox and calendar.

5Tenant rep & deal diligence10 lessons
6Asset classes: know the deal beneath the deal8 lessons
7CRE prospecting: the off-market pipeline6 lessons

Owner canvassing and outreach for ten-year hold periods: trace the LLC through the public record, write the letter about THEIR building, canvass so it compounds, hold a two-year cadence without inventing a touch, prep the call, debrief it clean.

8Asset & property management6 lessons

The commercial operator's desk: the lease's critical-date register, the month's variance narrative without an invented cause, the renewal that lands, vendor bids leveled on real scope, the asset's annual business plan, and tenant notices that commit to nothing you can't back.

9Debt & credit desk6 lessons

The lender's side: size the loan to its binding constraint with the mortgage math in a real calculator, draft the credit memo without recomputing a ratio, foot the sources-and-uses, read covenants into a compliance checklist, QC the package before credit, and write the watchlist flag a servicer can defend.

10Capital, IR & syndication6 lessons

Raising and reporting to investors under securities discipline: the distribution notice that states never promises, the LP update that survives scrutiny, the waterfall read from the agreement, the DDQ answered from real facts, the raise one-pager that labels every projection a target, and the deck red-teamed before a regulator does it.

11Appraisal & development6 lessons

Two report-heavy desks under strict grounding: the USPAP scope structured without stating a value, the sales-comparison grid built from comps you can defend, the zoning code read without hallucinating it, the appraisal red-teamed for credibility gaps, the entitlement path mapped from the pasted process, and the development pro-forma skeleton built without inventing a number.

12Land acquisition & development9 lessons
13Market research & analytics6 lessons

CRE-institutional market work under strict grounding: net absorption and vacancy quoted to the report, an asking-vs-effective rent survey, a cap-rate trend that shows its comps, the deliveries pipeline in a matrix, a competitive set built only from the comps you pasted, and a submarket investment thesis where every figure is sourced or marked UNKNOWN.

14Debt brokerage & placement5 lessons

The borrower's side of the loan under strict grounding: the financing package built from pasted facts, the deal screened against each lender's stated box, a term sheet marked up without inventing market leverage, live quotes turned into a client debt-options memo, and the rate-lock decision briefed. Every number quoted, the compound math handed off, never a rate forecast.

15Agency & landlord-rep leasing6 lessons

The landlord's side of leasing under strict grounding: a value-framed leasing proposal with asking rent left as your number, the stacking plan and rollover schedule read from the rent roll, a lease-comp survey positioning your space on effective rent, the owner's renew-vs-release math set up not guessed, a marketing package true to the pasted specs, and a win-the-listing pitch red-teamed of every claim it can't back.

16Closing & escrow4 lessons

The close under funds-and-legal grounding: build the deliverables matrix from the contract, read the escrow instructions to their conditions, tie every settlement-statement line to its source without recomputing a proration, and track the lender's conditions to fund, all quoted, nothing authorized, and never a 'clear to close.'

17Land sourcing & marketing6 lessons

The land flipper's front-end deal engine under strict grounding and compliance: a deal thesis turned into filter criteria (never owner facts), a list scrubbed and clustered with every flag a hypothesis, a transparent motivation score that never touches a protected class, outreach screened for TCPA and consent (never cleared to send), a marketplace mispricing scan, and listing copy true to the parcel. Targeting by behavior, never a person; legal calls routed to counsel.

Builder track

Stop using AI. Start building with it. Claude Code, skills, agents, and systems that run without you. 13 areas · 79 lessons, capability-first, all free.

B1Setup & first contactInstall Claude Code, meet the terminal, and have your first real conversation about your deals.
B2The project brainCLAUDE.md sets the trajectory, your voice, your market, your compliance rules, baked in.
B3Steering & safetyA minute of planning saves ten of building, especially where client data is involved.
B4Context engineeringKnow what fills the window before you type a word.
B5The verify loopTask -> do -> verify. Skip verification and you lose most of the value.
B6Skills: package your processYour abstract and memo SOPs become software the AI runs.
B7Connect your tools (Excel, CoStar exports, calendar)Skills other people built for you, install, vet, audit.
B8The DO frameworkCode executes, the LLM judges. Compound error math explains why.
B9Subagents & parallel workFan out when it pays; feeling productive isn't being productive.
B10Design: flyers & social graphicsReference-driven design with a screenshot-compare loop.
B11Office & data agentsModels, abstracts, and reports that produce themselves.
B12Ship a real toolWebhooks, schedules, observability, one durable deal-desk tool, demoed.
B14Agents & automationsBuild tools that run without you: an agent spec, a monitor, a lead router, an enrichment pipeline, a compliance-gated outreach agent, and a due-diligence agent that never fakes a fact.

Every area gives away its first moves free. Each track spins endless personalized lessons.