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When you attach a Playbook to a deal, Apers uses your investment strategy as background information for all analysis.

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What Happens When You Attach a Playbook

Once a Playbook is attached:
  • All existing sub-chats gain access to the Playbook
  • All new sub-chats automatically use the Playbook
  • Apers reads deal information through the lens of your investment strategy
Example: If you attach a Core Plus investment thesis Playbook, the entire Apers system for this deal will analyze everything based on Core Plus criteria.

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How to Attach a Playbook

1

Open your deal

Go to the deal you want to work with.
2

Click Run Playbook

Click the Run Playbook button.
3

Select your Playbook

Choose from your existing Playbooks.
4

Playbook is active

The Playbook is now attached to this deal.

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Swapping Playbooks

You can change the attached Playbook anytime.
1

Click Run Playbook

Click the Run Playbook button again.
2

Select a different Playbook

Choose a new Playbook from your list.
3

New Playbook is active

Apers now uses the new investment strategy for this deal.
Swapping Playbooks is useful when you want to analyze the same deal under different investment criteria—for example, comparing a Core Plus strategy vs. a Value-Add strategy.

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Why Use Playbooks with Deals?

Learn more about creating and managing Playbooks in the Playbook documentation.
Last modified on January 22, 2026