Analyzing Deals

In Apers, there are two ways to analyze deals: Chat and Deals.

	Chat	Deal
Purpose	Quick research and analysis	Comprehensive deal management
Structure	Standalone conversation	Contains multiple chats + all deal-relevant files
Best for	Fast exploration, quick modeling	Committed, in-depth deal analysis

A Chat can be converted into a Deal if you decide to commit further to a deal.

Starting with a Quick Chat

Create a quick chat

Click “Start a quick chat” to begin.

Upload your files

Upload deal information into the Data Room on the right side by dragging and dropping. Apers understands all your files automatically.

Start working

Start chatting, working, and modeling from the Chat Box on the left side.

Locate the + button

Move your cursor to the Convert to Deal button.

Convert to deal

Click “Convert to deal” and your Deal will be created.

Alternatively, click “Create a deal” instead of starting a quick chat. This allows you to:

Systematically input key deal attributes (name, address, additional information)
Upload files
Attach Playbooks (your investment preferences and investment thesis)

Under a Deal, you can create as many subchats as needed. All subchats share the Deal’s Data Room.

This approach allows you to work beyond the typical context window limitations, which is essential for complex real estate deals.

Example workflow:

Research in Subchat 1

Conduct market research to understand market assumptions, then export your findings to the Data Room.

Model in Subchat 2

Start a new subchat and begin modeling using the exported data by telling Apers to retrieve it.