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
1
Click Deals
On the left side panel, click Deals.
2
View the Deal page
This takes you to the Deal page where you can see all your deals.
Deal vs. Chat
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