- 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
Playbook Modes
| Express Mode | Precision Mode | |
|---|---|---|
| Best for | Quick setup | Detailed, sophisticated criteria |
| How it works | Describe your goals, preferences, or paste your investment policy statement | Manually configure all investment criteria |
| Output | Apers constructs the Playbook for you | Full control over every parameter |
Configuring Your Playbook (Precision Mode)
In Precision Mode, you can define the following:Define your strategy name (can differ from fund mandate), asset classes, and strategies.
Set the status of your Playbook:
- Draft — Work in progress
- Active — Ready to use
- Inactive — Archived or paused
Specify asset classes, property type, strategy, and target geography (e.g., US Sun Belt markets with strong population growth).
Define objectives such as IRR, DSCR, and other performance criteria.
Set must-pass criteria (e.g., deal size) and return targets (e.g., IRR must be more than 15%).
Using Playbook with Deals
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.