- Formalize their investment thesis — Make better decisions over time with clearly defined criteria
- Simulate counterparty preferences — Understand prospects’ or counterparties’ investment preferences and simulate their possible actions
Playbooks can be updated as you analyze more deals. In future versions of Apers, Playbooks will be able to improve automatically.
Creating a Playbook
1
Navigate to Playbook
Click Playbook from the left side panel.
2
Create a new Playbook
Click “Create New Playbook” to begin.
3
Choose your mode
Select either Express Mode or Precision Mode.
Playbook Modes
Configuring Your Playbook (Precision Mode)
In Precision Mode, you can define the following:section
Define your strategy name (can differ from fund mandate), asset classes, and strategies.
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Set the status of your Playbook:
- Draft — Work in progress
- Active — Ready to use
- Inactive — Archived or paused
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Specify asset classes, property type, strategy, and target geography (e.g., US Sun Belt markets with strong population growth).
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Define objectives such as IRR, DSCR, and other performance criteria.
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Set must-pass criteria (e.g., deal size) and return targets (e.g., IRR must be more than 15%).
Using Playbook with Deals
1
Navigate to a Deal
Open the Deal you want to analyze.
2
Run Playbook
Click the “Run Playbook” button.
3
Select your investment thesis
Choose the Playbook you want to apply to this Deal.
4
Confirm attachment
A green dot will appear on the “Run Playbook” button, indicating the Playbook is active.
Once a Playbook is attached, all interactions within the Deal leverage your investment criteria behind the scenes — no matter which subchat you are operating in.