A Chat can be converted into a Deal if you decide to commit further to a deal.
Starting with a Quick Chat
1
Create a quick chat
Type your question in the box on your dashboard and click Ask, or click Quick Start on the Chats page.
2
Upload your files
Upload deal information into the Data Room on the right side by dragging and dropping. Apers understands all your files automatically.
3
Start working
Start chatting, working, and modeling from the Chat Box on the left side.
Converting a Chat to a Deal
1
Find the Convert to Deal button
Open your quick chat and find the Convert to Deal button at the top of the page.
2
Convert to deal
Click Convert to Deal and your Deal will be created.
Creating a Deal Directly
Alternatively, click Create New Deal on the Deals page instead of starting a quick chat. This allows you to:- Systematically input key deal attributes (name, address, additional information)
- Upload files
- Attach a Playbook (your investment preferences and investment thesis)
Working with Subchats
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.
1
Research in Subchat 1
Conduct market research to understand market assumptions, then export your findings to the Data Room.
2
Model in Subchat 2
Start a new subchat and begin modeling using the exported data by telling Apers to retrieve it.