What is a Deal?
Think of a Deal as a workspace for one investment opportunity. It keeps everything organized in one place:- All your sub-chats (research, modeling, analysis)
- All your deal files (rent rolls, OMs, LPAs, spreadsheets)
- Your attached Playbooks (investment criteria)
- Generated summaries and market data
How to Access Deals
Deal vs. Chat
| Chat | Deal | |
|---|---|---|
| Purpose | Quick research and analysis | Comprehensive deal management |
| Structure | Standalone conversation | Contains multiple chats + all deal-relevant files |
| Best for | Fast exploration, quick modeling | Committed, in-depth deal analysis |
A standalone Chat can be converted into a Deal anytime if you decide to commit further.
Why Use Deals?
- Stay organized: Keep all deal-related work in one place
- Collaborate: Share deals with your team
- Track progress: Use Kanban view to manage your pipeline
- Leverage AI: Attach Playbooks so Apers understands your investment strategy