Acquisitions & investment teams
A screened deal with source figures, rejected comps and unresolved assumptions.
Run onyour own dealsHorizon3, 6 or 12 months
Your team builds it, in the session
Custom sessions on your own stack and your own deals. Nobody leaves with slides. They leave with something running.
How it runs
One loop, every session
A real workflow goes in at the start and comes out running at the end. The next session takes the next one.
01
A real workflow
We take a job your team does every week. Your deals, your documents.
02
Built in the session
Your people build the system, hands on keyboard. We sit beside them.
03
Run on live work
It goes to work before the next session, and they own it.
Next session, next workflow
The Sphere curriculum
AI skills across the real estate workflow
Sphere's learning library contains 11 modules and 55 lessons. These topics help us scope team sessions around the work your people do. The exercises below illustrate the curriculum; your team's program is agreed separately.
AFoundations
Delegating one step of a real task, working in Claude and Claude Code, and using skills, agents and MCP.
- Example exercise
- A repeatable task brief with inputs, review criteria and a clear handoff.
BUnderwriting & deal analysis
Deal screening, spreadsheet workflows, source checks and the calculations that inform an investment decision.
- Example exercise
- A deal screen with cited figures, checked calculations and open questions.
CComps & market research
Comp selection, rent and lease comparisons, market reports and tracing each comparable back to its source.
- Example exercise
- A comp set with explicit disqualifiers and a source trail.
DProspecting & sourcing
A recurring prospecting workflow, public-record owner research, seller signals and outreach drafts in your own voice.
- Example exercise
- A market-specific research queue with ownership evidence and follow-up drafts.
EListing & marketing assets
Listings, broker opinions of value, offering memoranda, investor decks and listing sites built from consistent property facts.
- Example exercise
- An offering memorandum and investor deck drafted from the same source facts.
FPersonal brand & content
A voice skill from your own writing, a reusable knowledge base and a weekly content workflow.
- Example exercise
- Weekly content drafts that use your own writing and approved source material.
GDocuments & due diligence
LOI drafts, contract comparison, lease abstraction, diligence workspaces and permit tracking.
- Example exercise
- A lease abstract or LOI draft with source references and questions for your reviewer.
HCapital markets & review
GP and LP communication, investment committee memos, investor-marketing review and an audit trail.
- Example exercise
- An investor communication draft with an evidence trail for internal review.
IConstruction & development
Feasibility, change orders, draw requests, progress tracking and contractor coordination.
- Example exercise
- A feasibility screen or change-order comparison with assumptions made explicit.
JProperty & asset operations
A workspace per property, tenant communication drafts, maintenance triage and checking summaries for fabrication.
- Example exercise
- A property summary and action queue checked against the underlying records.
KYour AI operating system
Choosing which work to delegate, deciding whether to build or buy, and connecting repeatable workflows.
- Example exercise
- A prioritised workflow plan with owners, inputs and review steps.
Practice by role
Start with one piece of real work
We select exercises for the role and the documents your team brings. Examples from the curriculum include:
Analysts
A model check, extracted document terms and a reviewed deal summary with open questions.
Development teams
A feasibility pass or change-order review with a visible assumptions list.
Property & asset teams
A property summary, maintenance queue and communication drafts for review.
The person doing the work checks the sources and calculations, resolves open questions and approves any external communication.
Two ways to learn
Sphere and tailored team training
They serve different learning needs. Choose the format around who is learning and where the work happens.
Sphere membership
A learning library and community on Skool, with role-based starting points and the A-K curriculum. Access to lessons and resources follows your membership.
View Sphere on SkoolTailored team training
Custom sessions for your firm's people, documents and tools. We agree the workflows and scope with you, over a 3, 6 or 12 month horizon.
Sphere membership and tailored team training are separate. Any membership access included in a team engagement is specified in its scope.
The programs
Pick the horizon
The training is the same in all three. The length is what you choose, and we scope the price to it on the call.
3months
6months
12months