- 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 Playbooks
Click Playbooks 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, a three-step wizard (Thesis, Criteria, Review) lets you define the following:section
Define your strategy name (can differ from fund mandate).
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Set the status of your Playbook:
- Draft — Work in progress
- Active — Ready to use
- Inactive — Archived or paused (a label only; it can still be run on deals)
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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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Describe your overall goal in your own words (e.g., generate 15%+ net IRR by acquiring and renovating underperforming assets).
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Set must-pass criteria (e.g., deal size), return targets (e.g., IRR must be more than 15%), and optional free-form criteria the structured rows don’t capture.
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 and click Run Analysis.
4
Review the analysis
The Playbook is attached to the Deal, and Apers starts a new chat that evaluates the Deal against your criteria and recommends Pass, Dive Deeper, or Invest.
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.