OPERATIONAL INTELLIGENCE INTAKE · V1.0
Flex Industrial
Configuration.
This intake captures everything we need to configure, calibrate, and deploy your five-agent Flex Industrial Intelligence platform. Your answers directly determine how each agent operates — scoring thresholds, geographic targets, deal criteria, outreach preferences, and dashboard layout. Estimated time: 25–35 minutes.
5
Agents
70
Questions
35
Min Est.
48hr
Blueprint
Why this matters: Every answer here maps directly to an agent configuration parameter. The more detail you provide, the more accurately the agents perform from Day 1. Incomplete answers mean more calibration time during Week 2 shadow mode.
Your Information
Who Is Filling This Out
Your configuration report will be sent to the email address below.
You will receive a complete copy of your submitted answers at this address.
02 — Company Profile
Synergy Development Overview
Basic information about your organization, team structure, and current operations.
Organization
Company & Team
Help us understand who's operating the platform day-to-day.
Name and role of the person logging into the dashboard daily.
List additional users and their roles (e.g., analyst, partner, admin).
03 — Acquisition Strategy
Deal Criteria & Targets
These answers configure the scoring engine that determines which deals surface to your dashboard and which get filtered out.
Geography
Target Markets
Select your launch states and priority MSAs.
The build spec lists UT, NV, ID, CO, AZ. Confirm or modify.
e.g., Salt Lake City, Boise, Phoenix, Denver, Las Vegas. List in order of priority.
Specific cities, counties, or areas you don't want the agents scanning.
Deal Parameters
Acquisition Criteria
These directly configure the scoring thresholds for all 5 agents.
Drag to reorder or just number them 1-3.
Minimum ($)
Maximum ($)
Minimum sq ft
Maximum sq ft
Minimum acres
Maximum acres
Minimum cap rate (%)
Target cap rate (%)
Build spec says 20–40% below replacement. Confirm or adjust.
Build spec says 55–70¢ per $1 UPB. Confirm or adjust.
Build spec says 30–50% below land comps. Confirm or adjust.
Select all that apply.
e.g., environmental contamination, flood zone, specific tenants, title issues.
Standard flex industrial is 16-24 ft. This filters out buildings that don't meet tenant requirements.
04 — Scout Agent Configuration
Market Surveillance Preferences
Configure how the Scout Agent scans, filters, and prioritizes leads across your target markets.
Agent 01 — Scout
Data Sources & Scanning
Select all that apply. The agent will monitor all of these automatically.
This configures the Scout Agent's scan frequency.
Lower = more leads but more noise. Higher = fewer leads but higher quality. Recommend starting at 60.
e.g., proximity to interstate, days on market, price reduction history, distress signals.
e.g., LoopNet saved searches, CREXi alerts, CoStar filters. Share the criteria and we'll configure the Scout Agent to match.
Some counties have great online records, others are paper-only. Tell us which counties you've worked in so we prioritize those integrations first.
05 — Underwriting Agent Configuration
Financial Analysis Preferences
Configure how the Underwriting Agent evaluates deals and what financial metrics matter most to your investment thesis.
Agent 02 — Underwriting
Analysis Parameters
Minimum acceptable IRR (%)
Target IRR (%)
e.g., vacancy rates, TI allowances, leasing commissions, capex reserves, management fees.
The UW model applies this unless market-specific data overrides it.
Stabilized vacancy (%)
Lease-up vacancy (%)
For new leases on vacant space. Varies by market and tenant quality.
Conservative case (%)
Base case (%)
Critical for DCF. Typically 25-75 bps above going-in cap rate.
Exit cap rate (%)
Or spread above going-in (bps)
Which return metric should the agent use as the primary filter for surfacing deals?
06 — Bank Outreach Agent Configuration
NPL & REO Relationships
Configure the Bank Outreach Agent's targeting, messaging preferences, and relationship management approach.
Agent 03 — Bank Outreach
Bank Targeting & Outreach
These get loaded into the CRM as warm contacts. The agent won't cold-outreach them.
The agent monitors FFIEC call reports. When a bank's CRE delinquency crosses this threshold, it drafts outreach.
Smaller community banks tend to be more willing to negotiate NPL sales.
The agent drafts personalized emails. What voice should they have?
How should the "from" field read on bank outreach emails?
Name
Title
Some credit unions hold commercial RE loans and may have NPL disposition needs.
Higher distress = more motivation to sell NPLs, but also higher counterparty risk on complex transactions.
Professional credibility piece showing track record, team, and acquisition capabilities. If not, we can build one.
Brief summary of Synergy's experience, completed projects, and acquisition history. Used in bank outreach templates.
07 — Zoning & Entitlement Agent Configuration
Land Opportunity Parameters
Agent 04 — Zoning
Site Selection Criteria
e.g., brownfield avoidance, Phase I requirements, wetland buffers.
Flat/graded sites are ready for development. Sloped sites add cost.
Higher traffic = better visibility for flex tenants. Set to 0 if not relevant.
08 — Disposition & Deal Marketing
Sell-Side Configuration
Configure how the Deal Orchestration Agent markets acquired or repositioned assets.
Agent 05 — Deal Marketing
Disposition Strategy
List investor contacts, buyer networks, or brokerage relationships for the disposition pipeline.
Deal Execution
LOIs, Pipeline & Transaction Support
These configure the Deal Orchestration Agent's LOI generation, pipeline management, and transaction workflow.
Earnest money ($ or % of purchase price)
Due diligence period (days)
Name, firm, and contact info. The agent can route LOI drafts and PSA reviews directly.
Default: Sourced → Screened → Underwritten → Review → Outreach → LOI → Under Contract → Closed
The agent auto-flags deals with no activity past this threshold.
The agent can reference these in deal briefs and LOI terms. List institution name, contact if available, and loan type.
Active opportunities, properties under evaluation, pending LOIs — anything the agents should know about from Day 1.
09 — Dashboard Preferences
Operator Experience
Interface
How You Want to Work
10 — Technology & Access
Technical Configuration
Integration
Existing Systems & Preferences
e.g., intel.synergydevllc.com or deals.synergydevllc.com
e.g., existing deal pipeline spreadsheet, bank contact list, property watchlist.
Preferences, constraints, timeline considerations, partner requirements — anything relevant.
Ready to Configure
Submit your answers and we'll deliver a finalized agent configuration document within 48 hours — mapped directly to these responses.
Your answers are encrypted and sent directly to the TFSF Ventures build team.
✓
Intake Received
Your configuration answers have been submitted to the TFSF Ventures build team. You'll receive a finalized agent configuration document within 48 hours. Build kickoff: April 9, 2026.