# Creating Models Source: https://docs.apers.app/ai-excel-modeling/creating-models Learn how to create new spreadsheets and clean up messy data Apers can build spreadsheets from scratch and clean up messy data for you. ## Creating Spreadsheets from Scratch Tell Apers what you need, and it will build a spreadsheet with dynamic formulas. **What you can create:** * Proforma models * Asset management trackers * Portfolio management spreadsheets * Any custom model you describe Type what you want in the Chat box. For example: "Create a multifamily proforma for a 50-unit apartment." Drag and drop rent rolls, OMs, LPAs, or other documents into the Data Room. Apers will use this information in your model. Apers will create your spreadsheet with dynamic formulas based on your instructions and documents. ## Using Unstructured Documents Apers understands scanned and unstructured documents. You can upload: * Scanned rent rolls * Offering memorandums (OMs) * Limited partnership agreements (LPAs) * Other legal or financial documents Apers extracts the key information and uses it to build your model. This is powered by Apers' unstructured data ingestion engine. Learn more in the Uploading Files documentation. ## Normalizing Messy Data Have a disorganized spreadsheet? Apers can clean it up. Drag and drop the spreadsheet into the Data Room. Or take a screenshot and drop that in. Type something like: "Normalize this rent roll" or "Clean up this spreadsheet." Apers recreates the data in a clean, organized format—saving you hours of manual work. Screenshots work too. If you have a messy table in a PDF or image, just drop it in and ask Apers to recreate it. # Editing & Version Control Source: https://docs.apers.app/ai-excel-modeling/editing-and-version-control Learn how to view live changes and manage spreadsheet versions Watch Apers work in real time and go back to any previous version whenever you need. ## Viewing Your Spreadsheet In the Data Room, click the spreadsheet file you want to view. The spreadsheet opens on the right side of your screen. As Apers works, you'll see cells update, formulas appear, and numbers change in real time. ## What You Can See While Apers works, you can: * Watch cells being created or updated * See formulas as they're written * Check numbers as they populate * Examine the spreadsheet structure as it builds This real-time view helps you catch issues early and stay aligned with what Apers is doing. ## Version Control with Google Sheets Apers saves versions of your spreadsheet automatically. To access them: Find the green file icon in the top right of the spreadsheet panel. This opens your spreadsheet in Google Sheets. In Google Sheets, you can see all previous versions and restore any one you want. ## Why Version Control Matters * **Undo mistakes**: Go back if something goes wrong * **Compare changes**: See what Apers changed between versions * **Audit trail**: Keep a record of how your model evolved # Exporting & Saving Source: https://docs.apers.app/ai-excel-modeling/exporting-and-saving Learn how to download spreadsheets and save them for future use After Apers finishes your spreadsheet, you can download it or save it for later. ## Downloading to Your Computer Locate the spreadsheet in the Data Room on the right side. Click the **⋮** icon next to the file name. Click **Download** to save the file to your computer. The file downloads as an Excel file (.xlsx) that you can open in Excel or Google Sheets. ## Saving to Your Library Want to reuse this model later? Save it to your Library. Click the **⋮** icon next to the file in the Data Room. Click **Save to Library**. Your model is now saved. You can import it into any future Deal or Chat. ## Importing from Library To use a saved model: In any Chat or Deal, look at the Data Room on the right. Select the model you want to use. The model loads into your Data Room, ready for Apers to use. Learn more about organizing and managing your saved files in the Library documentation. # Overview Source: https://docs.apers.app/ai-excel-modeling/overview Learn how Apers creates and edits spreadsheets for you Excel Spreadsheet AI lets Apers create, edit, and control Excel spreadsheets for you. ## What Apers Can Do | | Description | | -------------------------- | ----------------------------------------------------------------------- | | **Create Spreadsheets** | Build models from scratch, like proformas or portfolio trackers | | **Use Your Documents** | Turn scanned rent rolls, OMs, LPAs, and other files into working models | | **Clean Messy Data** | Fix disorganized spreadsheets—even from screenshots | | **Check for Errors** | Find mistakes in your existing models | | **Understand Your Models** | Apers reads and learns the logic of spreadsheets you upload | ## How to Start Just type what you want in the Chat box. **Examples:** * "Create a multifamily proforma" * "Check this model for errors" * "Recreate this rent roll from my screenshot" To use existing files, drag and drop them into the **Data Room** on the right side. Apers will read and understand them automatically. Apers can turn scanned documents into spreadsheets using its built-in document processing. # AI Thinking Process & Approvals Source: https://docs.apers.app/ai-excel-modeling/thinking-process Learn how to review and approve Apers' spreadsheet changes Before Apers makes changes to your spreadsheet, it shows you exactly what it plans to do. You stay in control. ## How Apers Thinks When you give Apers a task, it first creates a plan. You can see: * **Thinking process**: How Apers is strategizing the model * **Planned changes**: Which cells it will update, create, or change * **Content preview**: The numbers and formulas Apers will use This transparency lets you review everything before it happens. ## Approval Options After Apers shows its plan, you choose what to do: Approves this single update. Apers will make the change and then pause for your next approval. Gives Apers full autonomy. It will execute all changes without pausing—this is called **Fast Mode**. Fast Mode can use more credits than expected. Recommended for Pro and Enterprise users with sufficient credits. Stops Apers from making the change. You can type a reason explaining why, and Apers will adjust its approach. ## When to Reject Sometimes Apers might: * Misunderstand your instructions * Use different assumptions than you expected * Change something you wanted to keep Just click **Reject**, type your feedback, and Apers will try again with your guidance. Rejecting with a clear reason helps Apers learn what you want for the rest of the task. # Working with Existing Models Source: https://docs.apers.app/ai-excel-modeling/working-with-existing-models Learn how to upload, audit, and work with your existing spreadsheets Apers can read, understand, and improve spreadsheets you already have. ## Uploading Your Models The Data Room is on the right side of your screen. Drop your Excel file into the Data Room. Apers will read and understand the structure and logic of your model automatically. ## What Apers Understands When you upload a model, Apers learns: * The overall structure * How formulas connect to each other * The logic behind calculations * Sub-models and their relationships This means you can ask questions or make changes without explaining everything from scratch. ## Checking for Errors Apers can audit your models to find mistakes. **Example instructions:** * "Check this model for formula errors" * "Find any broken links in this spreadsheet" * "Audit this proforma for calculation mistakes" This is useful for models your firm created in the past. Apers helps make sure they're error-tight before you use them again. ## Asking Questions About Your Model Once uploaded, you can ask Apers anything about the spreadsheet: * "How is the IRR calculated?" * "What assumptions drive the cash flow?" * "Explain the debt schedule" Apers will answer based on what it learned from your file. # Analyzing Deals Source: https://docs.apers.app/analyze-deals Learn how to analyze deals using Chat and Deals in Apers In Apers, there are two ways to analyze deals: **Chat** and **Deals**. | | 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 Chat can be converted into a Deal if you decide to commit further to a deal. ## Starting with a Quick Chat Click **"Start a quick chat"** to begin. Upload deal information into the **Data Room** on the right side by dragging and dropping. Apers understands all your files automatically. Start chatting, working, and modeling from the **Chat Box** on the left side. ## Converting a Chat to a Deal Move your cursor to the **Convert to Deal button**. Click **"Convert to deal"** and your Deal will be created. ## Creating a Deal Directly Alternatively, click **"Create a deal"** instead of starting a quick chat. This allows you to: * Systematically input key deal attributes (name, address, additional information) * Upload files * Attach **Playbooks** (your investment preferences and investment thesis) ## Working with Subchats Under a Deal, you can create as many subchats as needed. All subchats share the Deal's Data Room. This approach allows you to work beyond the typical context window limitations, which is essential for complex real estate deals. **Example workflow:** Conduct market research to understand market assumptions, then export your findings to the Data Room. Start a new subchat and begin modeling using the exported data by telling Apers to retrieve it. # Build Strategies with Playbooks Source: https://docs.apers.app/build-strategies Formalize your investment thesis and simulate counterparty preferences with Apers Playbook Playbook is a powerful feature that allows users to: 1. **Formalize their investment thesis** — Make better decisions over time with clearly defined criteria 2. **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 Click **Playbook** from the left side panel. Click **"Create New Playbook"** to begin. Select either **Express Mode** or **Precision Mode**. ## 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 Open the Deal you want to analyze. Click the **"Run Playbook"** button. Choose the Playbook you want to apply to this Deal. A **green dot** will appear on the "Run Playbook" button, indicating the Playbook is active. 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. # Overview Source: https://docs.apers.app/credits/overview Understand how credits work and how they are consumed across Apers Credits are the currency that powers AI features in Apers. Every time you use a capability like chat, financial modeling, or document processing, credits are consumed from your account balance. ## How Credits Work Your account has a credit balance that decreases as you use AI features. The amount consumed varies depending on the complexity and type of task. | Action | Credit Usage | | ----------------------- | -------------------------------------------- | | **Chat messages** | Varies by conversation length and complexity | | **AI Excel Modeling** | Varies by model size and operations | | **Document processing** | Varies by file size and type | Your current credit balance is always visible in the dashboard so you can track usage in real time. ## Monthly Credit Refresh Every billing cycle, your account receives a fresh allocation of credits based on your subscription plan. This allocation is added to your existing balance, so any credits you didn't use carry over. Choose a plan that fits your usage level. Each plan includes a monthly credit allocation. Credits are deducted as you use AI features across Apers. At the start of each billing cycle, your plan's monthly allocation is added to your balance. Unused credits from earlier cycles stay in your account. ## Running Low on Credits If your balance is getting low before the next refresh, you have two options: * **Purchase additional credits** on top of your plan allocation. See [Purchasing Credits](/credits/purchasing-credits). * **Upgrade your plan** for a higher monthly allocation. See [Plans](/credits/plans). Keep an eye on your usage patterns during the first few weeks to find the plan that best fits your workflow. # Plans Source: https://docs.apers.app/credits/plans Compare Apers subscription tiers and find the right fit for your workflow Apers offers three subscription tiers designed for different levels of usage. Each plan includes a monthly credit allocation that refreshes every billing cycle. ## Plan Tiers Designed for individual users getting started with AI-assisted real estate analysis. Includes a monthly credit allocation suitable for moderate, everyday use. Built for active professionals who rely on Apers daily. Includes a significantly larger monthly credit allocation for heavier usage across chat, modeling, and document processing. Tailored for teams and organizations. Offers custom credit allocations, team management features, and dedicated support. ## Feature Comparison | Feature | Basic | Pro | Enterprise | | ----------------------- | ------------------- | ----------------- | ----------------- | | **Monthly credits** | Standard allocation | Larger allocation | Custom allocation | | **AI chat** | Yes | Yes | Yes | | **AI Excel Modeling** | Yes | Yes | Yes | | **Document processing** | Yes | Yes | Yes | | **Playbooks** | Yes | Yes | Yes | | **Workflows** | Yes | Yes | Yes | | **Team management** | -- | -- | Yes | | **Priority support** | -- | -- | Yes | All plans include access to every Apers feature. The primary difference between tiers is the monthly credit allocation and team capabilities. ## Choosing the Right Plan * **Basic** is a good starting point if you are evaluating a handful of deals per month and want to explore what Apers can do. * **Pro** makes sense once Apers becomes a core part of your workflow and you are running models, processing documents, and chatting frequently. * **Enterprise** is the right choice when multiple team members need access and you want centralized billing and administration. You can upgrade or downgrade your plan at any time from the dashboard. Changes take effect at the start of your next billing cycle. # Purchasing Credits Source: https://docs.apers.app/credits/purchasing-credits Buy additional credits when you need more than your plan includes If you run out of credits before your next billing cycle, you can purchase additional credits directly from the dashboard. Purchased credits are added to your balance immediately. ## How to Purchase Credits Navigate to your account dashboard and find the credits section. Choose from the available credit packages. Larger packages offer better value per credit. Confirm your purchase. Payment is processed through your account's payment method on file. Your new credits appear in your balance right away and are available for immediate use. ## Purchased Credits vs. Plan Credits | | Plan Credits | Purchased Credits | | -------------- | ---------------------------------------- | ----------------------------- | | **Source** | Included with your subscription | Bought separately | | **Cadence** | Added at the start of each billing cycle | Added once, when you buy them | | **Expiration** | Never expire | Never expire | All your credits, plan and purchased, share a single balance and never expire. Purchasing simply tops up that balance. ## When to Purchase vs. Upgrade * **Purchase credits** if you occasionally need a small top-up near the end of a billing cycle. * **Upgrade your plan** if you consistently run out of credits before your refresh date. See [Plans](/credits/plans) for tier details. Credit purchases are non-refundable. Review your current balance before purchasing. # Referrals Source: https://docs.apers.app/credits/referrals Earn bonus credits by referring other professionals to Apers Apers rewards you for spreading the word. When someone you refer subscribes to a paid plan, both of you earn bonus credits. ## How Referrals Work Find your unique referral link in the dashboard under your account settings. The person you refer creates an Apers account using your link. Once your referral subscribes to any paid plan (Basic, Pro, or Enterprise), the reward is triggered. Bonus credits are added to your balance and to your referral's balance automatically. ## Referral Rewards | Recipient | Reward | | ---------------------- | ------------------------------------ | | **You** (the referrer) | Bonus credits added to your balance | | **Your referral** | Bonus credits added to their balance | Referral credits are added to your balance and never expire, just like the rest of your credits. ## Tips for Referring * Share your link with colleagues, partners, or anyone in your professional network who works in real estate. * There is no limit to the number of people you can refer. Every successful referral earns you more credits. * You can track the status of your referrals in the dashboard. Referral credits stack. The more people you refer, the larger your balance grows. # Attaching Playbooks to Deals Source: https://docs.apers.app/deals/attaching-playbook Learn how Playbooks work within deals When you attach a Playbook to a deal, Apers uses your investment strategy as background information for all analysis. ## 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. ## How to Attach a Playbook Go to the deal you want to work with. Click the **Run Playbook** button. Choose from your existing Playbooks. The Playbook is now attached to this deal. ## Swapping Playbooks You can change the attached Playbook anytime. Click the **Run Playbook** button again. Choose a new Playbook from your list. 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. ## Why Use Playbooks with Deals? | Benefit | Description | | ----------------------- | ----------------------------------------------------------------- | | **Consistent analysis** | All sub-chats use the same investment criteria | | **Faster insights** | Apers already knows what metrics matter to you | | **Easy comparison** | Swap Playbooks to see how a deal looks under different strategies | Learn more about creating and managing Playbooks in the Playbook documentation. # Sub-Chats Source: https://docs.apers.app/deals/chats Learn how sub-chats work within a deal A deal can contain many sub-chats. Each sub-chat is a separate conversation, but they all share the same Data Room. ## How Sub-Chats Work * Each sub-chat is its own conversation with Apers * All sub-chats can access files in the deal's Data Room * All sub-chats can use the deal's attached Playbooks ## Chat Isolation Chats are siloed. Chat A cannot directly reference Chat B. This is intentional. It prevents cross-conversation contamination and keeps your analysis clean. **Why this matters:** * Each chat stays focused on its task * No confusion from mixing different analyses * Cleaner context for Apers to work with ## Sharing Information Between Chats Even though chats can't directly talk to each other, you can still pass information between them using the Data Room. In your first chat, ask Apers to export results to the Data Room. For example: "Export this market research summary to the Data Room." Create a new sub-chat. In the new chat, tell Apers to use the exported file. For example: "Use the market research file to build a proforma." ## Example Workflow Conduct market research to understand market assumptions. Export your findings to the Data Room. Start a new subchat. Build a proforma using the exported market research. Start another subchat. Run an error check on the proforma you created. This approach lets you work beyond typical context window limitations—essential for complex real estate deals. ## Managing Chat Sessions You can manage your sub-chats to keep your workspace organized: * **Rename a chat** — Click the chat name to edit it * **Delete a chat** — Remove chats you no longer need from the side panel ## Saving Chat Output Apers lets you save valuable chat responses for later use: | | Description | | -------------------- | ------------------------------------------------------------------ | | **Save as Document** | Export the full chat history as an HTML document to your Data Room | | **Save as Markdown** | Save a specific AI response as a markdown file in your Data Room | This makes it easy to preserve research findings, summaries, or analysis without copying and pasting. ## Web Search Apers can search the web during your conversation to find current information. Simply ask a question that requires up-to-date data, and Apers will search and incorporate the results into its response. **Examples:** * "What are current cap rates in the Austin multifamily market?" * "Find recent comparable sales for industrial properties in Dallas" ## Eco Mode Toggle **Eco Mode** to keep working without spending credits. Eco Mode uses a lighter AI model that works well for straightforward tasks like formatting, simple lookups, and basic questions. Use Eco Mode for routine tasks and switch back to standard mode for complex analysis and modeling. # Deal Tabs Source: https://docs.apers.app/deals/deal-tabs Learn about the four tabs inside every deal Inside every deal, you'll find four tabs: **Chat Sessions**, **Summary**, **Deal Info**, and **Market Data**. ## Chat Sessions This tab shows all sub-chats within the deal. Open the **Chat Sessions** tab. See a list of every sub-chat in this deal. Click any sub-chat to go back to where you left off. ## Summary This tab generates an AI-powered summary of your entire deal. Open the **Summary** tab. Click the **Generate Summary** button. Apers analyzes everything in the Data Room and creates a structured summary. **What you get:** * Structured output of all key information * One-paragraph summary of the deal This uses Apers' built-in ingestion engine to read and understand all your deal files automatically. ## Deal Info This tab shows location information for your deal. **What's included:** * Map view based on the property address * Relevant location-based information ## Market Data This tab provides market information that Apers has access to. **What's included:** * Federal Reserve data * Other relevant market indicators Market Data helps you understand the broader economic context for your deal without leaving Apers. # Working Inside a Deal Source: https://docs.apers.app/deals/inside-a-deal Learn about the main actions you can take inside a deal Inside a deal, you have three main action buttons: **Start Chat**, **Run Workflow**, and **Run Playbook**. ## Start Chat Creates a new sub-chat within the deal. Click the **Start Chat** button inside your deal. Apers creates a sub-chat that can access all files in the Data Room. Begin your analysis, research, or modeling. The sub-chat automatically has access to any Playbooks attached to the deal and all files in the Data Room. ## Run Workflow Runs an automated workflow on your deal. Click the **Run Workflow** button. A pop-up window appears. Choose from workflows you've created on your Workflow page. Apers runs the workflow steps automatically. Learn more about creating workflows in the Workflows documentation. ## Run Playbook Attaches a Playbook to your deal. Click the **Run Playbook** button. Choose from your existing Playbooks. The Playbook is now active for this deal. Once attached, all sub-chats (existing and new) will use the investment strategy in the Playbook as background information. Learn more about how Playbooks work with deals in the Attaching Playbooks documentation. # Managing Deals Source: https://docs.apers.app/deals/manage-deals Learn how to share, duplicate, and delete deals Apers makes it easy to share deals with your team, duplicate deals, or remove ones you no longer need. ## Sharing a Deal On the deal, click the **⋮** icon. Click **Manage Participants** from the menu. Enter the email addresses of users you want to share with. Click to add them. They'll now have access to the deal. Shared users can view all chats, files, and summaries within the deal. ## Duplicating a Deal Want to fork a deal or use it as a starting point for another analysis? On the deal, click the **⋮** icon. Click **Duplicate** from the menu. A copy of the deal is created. You can now modify it without affecting the original. ## Deleting a Deal On the deal, click the **⋮** icon. Click **Delete** from the menu. Confirm that you want to delete the deal. Deleting a deal removes all chats, files, and summaries inside it. This cannot be undone. # Market Data Source: https://docs.apers.app/deals/market-data Access property demographics and mortgage rates directly inside your deal The Market Data tab gives you local demographics and current mortgage rates for any deal, so you can evaluate market context without leaving Apers. ## What's Included ### Property Demographics Apers pulls census-tract-level demographics for any US address. Data points include: | Category | Examples | | -------------- | -------------------------------------------- | | **Population** | Total population, population density | | **Income** | Median household income, income distribution | | **Education** | Education attainment levels | | **Housing** | Homeownership rate, median home value | Demographics are scoped to the census tract surrounding the property address, giving you a precise view of the immediate area. ### Mortgage Rates Apers provides current national mortgage rates: * **30-year fixed** rate * **15-year fixed** rate These rates update automatically so you always have a current reference point when evaluating financing assumptions. ## How to Access Market Data Navigate to **Deals** in the left sidebar and select the deal you want to review. Inside the deal view, click the **Market Data** tab. Demographics and mortgage rates load automatically based on the property address associated with the deal. Make sure your deal has a property address set. Market data relies on the address to pull the correct demographics for the surrounding area. ## Why It Matters * **Faster underwriting**: See income levels, population trends, and housing stats alongside your deal files. * **Financing context**: Reference current mortgage rates while building or reviewing financial models. * **Single workspace**: No need to switch to external sites for basic market research. # Overview Source: https://docs.apers.app/deals/overview Learn how Deals help you organize and manage your real estate projects A Deal is a project folder that contains all your relevant chats and files for a specific real estate opportunity. ## 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 On the left side panel, click **Deals**. This takes you to the Deal page where you can see all your 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 # Manage Pipeline Source: https://docs.apers.app/deals/pipeline Learn about the different ways to view and organize your deals The Deal page offers three ways to view your deals. Choose the one that fits your workflow. ## View Options Displays each deal as a card. This makes it easy to see deal details at a glance. Best for: Quick browsing and visual overview. Displays deals in a spreadsheet-style table with rows and columns. Best for: Users with many deals who need to scan and sort quickly. Displays deals in a CRM-style board with columns for each stage. Best for: Managing your deal pipeline and tracking progress. ## Using Kanban View Kanban view organizes deals into stages: | Stage | Description | | ------------- | -------------------------------- | | **New** | Deals you just added | | **In Review** | Deals you're actively analyzing | | **Pass** | Deals you decided not to pursue | | **Invest** | Deals you're moving forward with | Click the **Kanban** view option on the Deal page. Move deals between columns as their status changes. Get a clear view of where all your deals stand. Kanban view makes it easy to see your entire pipeline at once and manage deal flow. # Document Editing Source: https://docs.apers.app/documents/overview Learn how Apers creates and edits Google Docs within your deals Apers can create and edit Google Docs directly within your Deal workspace. Write memos, reports, LOIs, and other documents without leaving the platform. ## What Apers Can Do | | Description | | --------------------------- | ---------------------------------------------------------------------------- | | **Create Documents** | Write memos, reports, summaries, LOIs, and other deal documents from scratch | | **Edit Existing Documents** | Insert text, replace content, format headings, and create lists | | **Work With Deal Context** | Apers uses your Data Room files to inform what it writes | ## How to Start Just type what you want in the Chat box. **Examples:** * "Write an investment memo for this deal" * "Create an LOI based on these terms" * "Draft a market summary using the offering memorandum" * "Add a risks section to my existing memo" Documents appear in your Data Room alongside other deal files. Other sub-chats can reference them just like any uploaded document. ## Creating a Document Describe the document you need. Be specific about the type, content, and any deal details to include. Apers generates the document and saves it to your Data Room. Open it to review. Ask Apers to revise, expand, or restructure sections as needed. ## Editing an Existing Document If you already have a Google Doc in your Data Room, Apers can modify it directly. **Examples:** * "Add an executive summary to the top of my memo" * "Replace the assumptions section with updated numbers" * "Format the key terms as a bulleted list" Reference specific sections or content when requesting edits. The more precise your instructions, the better the result. ## Exporting Chat Responses You can also export any chat response as a markdown document to your Data Room. This is useful when Apers produces analysis or summaries in chat that you want to save as a standalone file. # Email to Apers Source: https://docs.apers.app/email-to-apers Start a chat with Apers straight from your inbox by emailing chat@apers.app You don't have to open Apers to start working. Email or forward anything to **[chat@apers.app](mailto:chat@apers.app)**, and Apers will read it, work through your request, and reply by email. ## How It Works From the email address on your Apers account, send a question or forward a deal email to **[chat@apers.app](mailto:chat@apers.app)**. Attach any files you'd like Apers to review. Apers reads your email, adds any attachments to its Data Room, and works through your request. Apers replies by email with the answer, plus a link to open the conversation in Apers and review the full work. Replying to that email continues the same conversation, so you can ask a follow-up or send another document without leaving your inbox. Send from the email address associated with your Apers account. Apers uses it to confirm the request is really you and to load your account. Mail from an address Apers doesn't recognize gets an invitation to sign up instead of an answer. ## What You Can Send * A quick question, such as "Is a 5.75% exit cap defensible for a 1980s vintage Phoenix multifamily deal?" * A forwarded broker email with an offering memorandum or rent roll attached * One or more documents for Apers to ingest and analyze Apers accepts the same file types by email as it does for in-app uploads, including PDFs (scanned ones too), Excel, CSV, Word, and images. See [Uploading & Understanding Documents](/ingestion) for the full list. Forwarding shines for deals that land in your inbox: forward the broker's email, attachments and all, and Apers starts analyzing right away, no copying or downloading required. ## Good to Know * **Credits apply.** Work done from email draws on your credits, just like work in the app. If your balance runs out, Apers replies with a link to top up instead of starting the work. * **One inbox, one account.** Apers matches your email to your account, so send from the address you signed up with. * **Every email starts a chat.** A new email opens its own conversation, named after your subject line, and replies continue it. Replies from Apers come from [chat@apers.app](mailto:chat@apers.app). * **Files can come back attached.** When Apers produces a file, such as a model or a presentation, smaller ones ride along with the reply; anything larger is waiting for you in the chat. # Introduction Source: https://docs.apers.app/index Welcome to Apers, the AI-powered platform built for real estate professionals ## What is Apers? Apers helps you streamline deal evaluation, automate repetitive tasks, and capture your investment strategies—all in one place. Whether you're reviewing a new acquisition, building financial models, or organizing your team's knowledge, Apers adapts to the way you work. Get up and running with Apers in minutes. ## Core Capabilities Everything you need to work faster and smarter in real estate. Build and interact with Excel models in real-time using Dynamic Formulas. Organize your work in Deal workspaces. Use Chat for document creation, modeling, and processing documents. Codify your investment thesis. Apers evaluates deals against your strategy automatically. Automate repetitive tasks like deal pre-checks. Build custom workflows or use templates. Process scanned PDFs, CSVs, and other unstructured documents common in real estate. Store templates, crystallize learnings, and save files for reuse across future deals. Create and edit investor decks, deal summaries, and market overviews with AI. Browse and purchase pre-built models, templates, and skills from the Apers marketplace. Access property demographics and current mortgage rates for any US address. # Uploading & Understanding Documents Source: https://docs.apers.app/ingestion Learn how Apers' powerful unstructured data ingestion engine processes your files Apers has a powerful unstructured data ingestion engine built specifically for real estate documents, including scanned files, unstructured PDFs, and CSV spreadsheets. ## How to Upload Files Uploading files to Apers is simple: 1. Navigate to the uploading section of the system 2. Drag and drop your files directly into the upload area 3. Apers will automatically begin processing your files You can upload multiple files at once. Apers will process each file individually and display its status. You can also send documents to Apers by email, without opening the app. See [Email to Apers](/email-to-apers). ## Supported File Formats Apers can process a wide range of file types common in real estate: | Category | Formats | | ----------------- | ------------------------------- | | **Documents** | PDF, DOCX, TXT, RTF, Markdown | | **Spreadsheets** | Excel (.xlsx), CSV | | **Presentations** | PowerPoint (.pptx) | | **Images** | JPG, PNG, GIF, WebP, HEIC, TIFF | | **Data Files** | JSON, XML, YAML, HTML | | **Other** | SQL, LOG files | Scanned PDFs are fully supported. Apers uses OCR to extract text from scanned documents automatically. Each file can be up to 30 MB, and images up to 5 MB each. Legacy and macro-enabled Office files such as `.xls`, `.xlsm`, `.doc`, and `.ppt` are converted to their modern equivalent (`.xlsx`, `.docx`, `.pptx`) on upload; macros and VBA are not preserved. ## File Processing Statuses Once uploaded, Apers processes your files through several stages. You can track progress by viewing the status of each file: The file has been uploaded to Apers but has not been processed. This typically occurs when a new file is created by Apers directly. AI-generated files are not automatically incorporated into processing unless you specifically click **Summarize** from the triple-dot icon (⋮). The system is analyzing the file to understand what it is and determining its data type. Apers performs OCR (Optical Character Recognition), especially for scanned documents, to understand the structure and extract key information. Apers uses its AI capability to quickly read and understand the entire document. The system failed to process the file. This can happen when the file type is not supported or if one of the processing steps failed. Click **Summarize** from the triple-dot icon (⋮) to restart the process. The file is fully processed. Apers understands the document, has compressed it, and completed OCR. # Library Source: https://docs.apers.app/library/01-overview Learn how to store and reuse templates, models, and documents across all your deals The Library is your firm-level knowledge management system. Store files here and reuse them across all your future deals. ## What You Can Store * Market assumptions * Financial models * Word document templates * Any other reusable files ## Accessing the Library Click the **Library** tab on the left side panel to open your Library. ## Key Features | | Description | | -------------------- | ------------------------------------------------- | | **Upload files** | Drag and drop files directly into the Library | | **Save from Chats** | Push files from any Chat or Deal into the Library | | **Import to Deals** | Pull files from the Library into any Chat or Deal | | **Firm-wide access** | Everyone in your firm can access the same Library | The Library creates a feedback loop. As you build models and templates, save them so your firm can reuse them later. # Adding Files Source: https://docs.apers.app/library/02-adding-files Learn how to upload files and save work to your Library There are two ways to add files to your Library: upload directly or save from a Chat or Deal. ## Upload Directly Click the **Library** tab on the left side panel. Drag and drop files directly into the Library. This is useful for files you already have, like existing templates or models from your firm. ## Save from a Chat or Deal As you work, you can push files from any Chat or Deal into the Library. Locate the file in the Data Room within your Chat or Deal. Click the **⋮** icon next to the file name. Click **Save to Library**. The file is now available for all future Chats and Deals. This is a powerful way to capture your work. Every time you build something useful, save it to the Library for later. ## What Happens After Saving Once saved, your file appears in the Library. You and your team can: * Access it anytime from the Library tab * Import it into any future Chat or Deal * Use it as a starting point for new work # Using Files Source: https://docs.apers.app/library/03-using-files Learn how to import files from your Library into Chats and Deals Files in your Library can be imported into any Chat or Deal. ## Importing Files Start a new Chat or open an existing Deal. Look for the **Import from Library** button on the bottom-right side of the Data Room. Choose the file you want to use. The file loads into your Data Room, ready for Apers to use. ## What You Can Import Anything stored in your Library: * Financial models * Word document templates * Market assumptions * Previous deal files * Any other saved documents ## How Apers Uses Imported Files Once imported, Apers can: * Read and understand the file * Use it as a starting template * Reference its data or assumptions * Modify it based on your instructions Imported files work just like any other file in your Data Room. Apers treats them the same way. ## Exporting Files to the Library You can also save files from any Deal back to your Library for future reuse. Navigate to the Deal containing the file you want to save. Locate the file in the right-side Data Room panel. Click the **⋮** icon on the file. Click **Save to Library**. The file is now available in your Library for use in other Deals. Export your best models, templates, and research files to the Library so you can reuse them across future deals. # Best Practices Source: https://docs.apers.app/library/04-best-practices Tips for organizing and getting the most out of your Library Get the most out of your Library with these tips. ## Name Files Clearly Use descriptive names so you and your team can find files easily. | Instead of... | Use... | | ---------------- | ------------------------------------ | | Model\_v2.xlsx | Multifamily Proforma Template.xlsx | | Assumptions.xlsx | 2024 Market Assumptions - Texas.xlsx | | Template.docx | LOI Template - Acquisition.docx | ## Save Often Every time you build something useful, save it to the Library. **Good candidates to save:** * A model you'll use again * Market assumptions you researched * Templates your firm uses regularly * Files you improved or cleaned up ## Keep Files Updated When you improve a model or template, save the new version to the Library. This keeps your firm working with the best versions. Consider adding version numbers or dates to file names when you update them. ## Organize by Type Group similar files together: * **Models**: Proformas, underwriting templates, portfolio trackers * **Templates**: LOIs, memos, reports * **Assumptions**: Market data, cap rates, rent comps ## Share with Your Team The Library is firm-wide. When you save something useful, your whole team benefits. **Encourage your team to:** * Save their best work * Use existing templates instead of starting from scratch * Update files when they find improvements # Marketplace Source: https://docs.apers.app/marketplace/overview Browse and acquire pre-built models and skills for your real estate workflows The Marketplace is where you find ready-to-use models and skills built for real estate professionals. Browse what's available, purchase what you need, and start using them immediately. ## What's in the Marketplace? Pre-built financial models, underwriting templates, and analytical frameworks you can use in your deals. Specialized AI capabilities that extend what Apers can do in your chats — from custom analysis routines to domain-specific workflows. ## How to Browse Click **Marketplace** in the left side panel. Scroll through available items or use the search bar to find something specific. Click any item to see its description, preview images, and pricing. ## Models vs. Skills | | Models | Skills | | ------------ | --------------------------------------------- | ------------------------------------------------- | | **What** | Financial templates and analytical frameworks | AI-powered capabilities for chat | | **Use in** | Deals, Library | Chats, Deals | | **Best for** | Structured analysis and modeling | Extending AI responses with specialized knowledge | Start by browsing the Marketplace to see what's available before building something from scratch. There may already be a model or skill that fits your workflow. # Purchasing Source: https://docs.apers.app/marketplace/purchasing How to purchase models and skills from the Marketplace Purchasing from the Marketplace is straightforward. Once you find an item you want, you can buy it and start using it right away. ## How to Purchase From the Marketplace, click the model or skill you want to purchase. Check the description, preview images, and pricing to confirm it fits your needs. Click **Purchase** and follow the checkout prompts to complete your transaction. ## What Happens After Purchase Purchased models appear in your **Library** immediately. You can import them into any Deal or Chat from there. Purchased skills become available in your **Library** and can also be used directly in the **chat system**. They are ready to use as soon as the purchase completes. All purchases are tied to your account. Your team members can see and use purchased items through the shared Library. ## Finding Your Purchases You can always find your purchased items in two places: * **Library** — All purchased models and skills appear here alongside your other files * **Marketplace** — Previously purchased items are marked so you can easily tell what you already own # Using Your Purchases Source: https://docs.apers.app/marketplace/using-purchases How to put purchased models and skills to work in your deals and chats Once you purchase a model or skill from the Marketplace, it is available in your Library and ready to use across your workflows. ## Using Purchased Models Navigate to the Deal or Chat where you want to use the model. Open the Library panel and select the purchased model to import it. Use the model as a starting point — customize inputs, run scenarios, or adapt it to your specific deal. Save any modifications back to the Library if you want to reuse your customized version later. ## Using Purchased Skills Skills extend what Apers can do in your conversations. Start a new chat or open an existing one. Select the purchased skill from your available skills. Apers will use it to enhance its responses. Chat normally. The skill augments how Apers responds — providing specialized analysis, formatting, or domain knowledge. ## Quick Reference | Action | Where | | --------------------------- | ------------------------- | | Find purchased items | Library | | Import a model into a deal | Library panel in any Deal | | Use a skill in conversation | Chat skill selector | | Share with your team | Automatic via Library | Skills apply to the chat where you activate them. If you want to use a skill in a different chat, activate it there as well. # Playbook Source: https://docs.apers.app/playbook/01-overview Learn how to create and deploy your investment thesis with Playbooks Playbooks let you define your investment thesis in a structured way. Once created, you can deploy your playbook to evaluate any deal against your criteria. ## What is a Playbook? A Playbook captures your investment strategy, including: * What you're investing in and why * Your target returns and financial thresholds * Must-pass criteria for deals * Property types and asset classes you prefer ## Why Use Playbooks? | | Benefit | | ----------------------- | --------------------------------------------------- | | **Consistency** | Evaluate every deal against the same criteria | | **Speed** | Quickly screen deals without manual review | | **Multiple Strategies** | Create different playbooks for different approaches | ## Create Multiple Playbooks You can create as many playbooks as you need. Common ways to organize: **By Asset Class:** * Multifamily * Logistics * Data Centers * Lodging **By Risk Preference:** * Core * Core Plus * Value Add * Opportunistic Each playbook is independent. You can deploy different playbooks to the same deal to see how it scores under different strategies. # Creating a Playbook Source: https://docs.apers.app/playbook/02-creating-a-playbook Learn how to create a new playbook using Express or Precision Mode Creating a playbook is simple. You can let Apers build it for you, or define every detail yourself. ## Getting Started Go to the left panel and click **Playbooks**. Click the **Create New Playbook** button. Select **Express Mode** or **Precision Mode**. ## Express Mode Let Apers build your playbook automatically. Click **Express Mode** from the options. A text box appears. Describe your investment criteria, target returns, property preferences, and deal requirements. Apers extracts and structures your playbook automatically. **Example description:** > "We target value-add multifamily in the Southeast US. Deal size between $20M-$50M. Minimum IRR of 15%, prefer properties built after 1990 with value-add potential through renovations." Express Mode is great when you want to get started quickly without filling out every field manually. ## Precision Mode Define every detail with full control. Click **Precision Mode** from the options. Define what you're investing in and why. Add must-pass rules and return targets. Check everything and click **Save** to create your playbook. See the next pages for details on each section of Precision Mode. # Express Mode Source: https://docs.apers.app/playbook/03-express-mode Let Apers build your playbook automatically from a description Express Mode lets you describe your investment strategy in plain language. Apers builds the playbook for you. ## How It Works Go to the left panel and click **Playbooks**. Click the **Create New Playbook** button. Click **Express Mode**. A text box appears. Type your investment criteria, target returns, property preferences, and deal requirements. Apers extracts the key details and creates a structured playbook for you. ## What to Include When describing your strategy, try to cover: | Topic | Examples | | ---------------------- | ------------------------------------------ | | **Asset Class** | Equity, debt, mezzanine, preferred equity | | **Property Types** | Multifamily, industrial, office, retail | | **Risk Profile** | Core, core plus, value add, opportunistic | | **Target Geography** | Southeast US, top 25 MSAs, Texas markets | | **Deal Size** | $10M-$50M, minimum \$20M | | **Return Targets** | 15% IRR, 1.8x equity multiple | | **Other Requirements** | Year built, occupancy, value-add potential | ## Example Descriptions **Example 1: Multifamily Value Add** > "We target value-add multifamily in the Southeast US. Deal size between $20M and $50M. Minimum IRR of 15%. Prefer properties built after 1990 with renovation upside." **Example 2: Industrial Core Plus** > "Looking for core plus industrial and logistics properties in major distribution markets. Target 10-12% levered IRR. Deal size \$30M+. Prefer long-term leases with credit tenants." **Example 3: Opportunistic Mixed Strategy** > "Opportunistic strategy across multifamily, office, and retail. Focus on distressed assets or repositioning plays. Target 20%+ IRR. Markets include Texas, Florida, and Arizona." The more detail you provide, the better Apers can structure your playbook. You can always edit the playbook after Apers creates it. ## When to Use Express Mode Express Mode is great when: * You want to get started quickly * You have a clear strategy in mind but don't want to fill out every field * You're creating a first draft to refine later If you need full control over every detail, use Precision Mode instead. # Precision Mode: Investment Thesis Source: https://docs.apers.app/playbook/03-precision-mode-investment-thesis Define what you're investing in and why The Investment Thesis section captures the foundation of your strategy. ## Basic Information Give your playbook a name that describes the strategy (e.g., "Southeast Value-Add Multifamily"). Set the playbook status: * **Draft**: Still being built * **Active**: Ready to use for evaluations * **Inactive**: Paused or archived ## Asset Class Select one or more asset classes: | Asset Class | Description | | ---------------- | -------------------------------- | | Equity | Direct ownership investment | | Debt | Lending or debt instruments | | Mezzanine | Subordinated debt financing | | Preferred Equity | Preferred return equity position | You can select multiple asset classes. For example, a strategy might target both Equity and Preferred Equity deals. ## Property Types Select one or more property types: | Category | Property Types | | --------------- | --------------------------------------------------------------------------------------------- | | **Residential** | Multifamily, Student Housing, Senior Housing, Manufactured Housing, Single Family Rental, BTR | | **Industrial** | Industrial, Logistics, Manufacturing, R\&D, Cold Storage | | **Office** | Office, Medical Office, Life Science | | **Retail** | Retail, Net Lease | | **Specialty** | Hospitality, Self-Storage, Data Center, Healthcare, Parking, Gaming Entertainment | | **Other** | Land, Agricultural, Timber, Mixed Use, Other | You can select multiple property types. For example, a strategy might cover both Multifamily and Student Housing. ## Risk Profile Select one or more risk levels: | Risk Level | Description | | ------------- | ----------------------------------------- | | Core | Stabilized, low-risk assets | | Core Plus | Stabilized with minor value-add potential | | Value Add | Significant improvement opportunities | | Opportunistic | High risk, high return potential | You can select multiple risk profiles. For example, a strategy might target both Value Add and Opportunistic deals. ## Additional Details Describe where you want to invest (e.g., "Top 25 MSAs in the US" or "Southeast and Texas markets"). Describe your overall goal for this strategy. # Precision Mode: Criteria Source: https://docs.apers.app/playbook/04-precision-mode-criteria Define your must-pass rules and return targets The Criteria section lets you set the rules that deals must meet. ## Must-Pass Criteria These are hard requirements. If a deal doesn't meet them, it fails the playbook evaluation. **Examples:** * Deal size must be greater than \$10M * Property must be built after 1980 * Occupancy must be above 85% Must-pass criteria are pass/fail. A deal either meets them or it doesn't. ## Return Targets Set the financial thresholds for your strategy. **Examples:** | Metric | Target | | --------------- | ------ | | Levered IRR | > 15% | | IRR Floor | > 13% | | Cash-on-Cash | > 8% | | Equity Multiple | > 1.8x | You can set both minimum thresholds (floors) and target ranges. ## How Criteria Work Together When you deploy a playbook: 1. Apers checks all **must-pass criteria** first 2. If the deal passes, Apers evaluates it against your **return targets** 3. You get a clear view of how the deal scores against your strategy Be specific with your criteria. The more precise you are, the better Apers can evaluate deals for you. # Precision Mode: Review & Save Source: https://docs.apers.app/playbook/05-precision-mode-review-save Review your playbook and save it for deployment The Review section shows everything you've defined before you save. ## What You'll See The review page displays: * **Investment Thesis**: Strategy name, status, asset classes, property types, risk profile, geography, and objectives * **Criteria**: All must-pass rules and return targets ## Saving Your Playbook Check that all details are correct. Click the **Save** button to create your playbook. Your playbook is now available to deploy on any deal. ## Editing Later You can always go back and edit your playbook: 1. Go to **Playbooks** in the left panel 2. Click on the playbook you want to edit 3. Make your changes 4. Save again Changing a playbook's status to **Inactive** keeps it saved but removes it from active use. # Using Playbooks Source: https://docs.apers.app/playbook/06-using-playbooks Learn how to deploy playbooks to evaluate deals Once you've created a playbook, you can deploy it to evaluate any deal. ## Two Ways to Use Playbooks | | Description | | ---------------------- | ------------------------------------------------- | | **From Playbooks tab** | Select a playbook, then choose a deal to evaluate | | **From a Deal** | Open a deal, then run a playbook on it | ## Option 1: From the Playbooks Tab Go to the left panel and click **Playbooks**. Click on the playbook you want to use. Click the **Evaluate Opportunity** button. Click the **Select a Deal** button and choose the deal you want to evaluate. You can add more playbooks to the same evaluation by clicking **Add a Playbook**. ## Option 2: From a Deal Go to the deal you want to evaluate. Click the **Run Playbook** button. A pop-up window appears. Choose the playbook you want to use. ## Evaluating with Multiple Playbooks You can run multiple playbooks on the same deal. This is useful when: * You want to see how a deal scores under different strategies * You have different risk profiles (e.g., Value Add vs. Opportunistic) * Different team members have different investment criteria Just click **Add a Playbook** to include more playbooks in your evaluation. # Creating Presentations Source: https://docs.apers.app/presentations/creating-presentations Learn how to create new presentations from scratch Apers can build Google Slides presentations from scratch based on your instructions and uploaded documents. ## Creating a Presentation Tell Apers what you need, and it will build a complete slide deck for you. **What you can create:** * Investor decks * Deal summaries * Market overview presentations * Property marketing packages * Any custom presentation you describe Type what you want in the Chat box. For example: "Create an investor deck for this multifamily acquisition." Drag and drop offering memorandums, financials, or other documents into the Data Room. Apers will pull key information into your slides. Apers creates a Google Slides file in your Data Room with formatted slides, text, and layouts based on your instructions. ## Using Your Deal Data If you already have deal information in Apers, you can reference it directly. **Examples:** * "Create a presentation summarizing the deals in my pipeline" * "Build a deck using the financials from the Elm Street deal" * "Turn this offering memo into a slide deck" Apers reads your uploaded documents and extracts the relevant data to populate your slides. The more context you provide, the better your presentation will be. Upload supporting documents or describe the deal in detail. ## Where Your Presentation Is Saved Your presentation appears as a Google Slides file in the Data Room. Click it to preview, or open it directly in Google Slides for further editing. # Editing Presentations Source: https://docs.apers.app/presentations/editing-presentations Learn how to edit and update existing presentations Apers can modify existing presentations, whether they were created in Apers or uploaded as PPTX files. ## What You Can Edit | | Description | | ------------------- | --------------------------------------------------------- | | **Add Slides** | Insert new slides at any position in your deck | | **Change Text** | Update headings, body text, or speaker notes on any slide | | **Insert Images** | Add images to existing slides | | **Reformat Slides** | Adjust layouts, fonts, and styling | | **Delete Slides** | Remove slides you no longer need | | **Reorganize** | Reorder slides to improve the flow of your presentation | ## Editing a Presentation If your presentation is already in the Data Room, it is ready to go. Otherwise, drag and drop a PPTX file into the Data Room. Type your edit request in the Chat box. For example: "Add a slide with the financial summary after slide 3" or "Update the title on the first slide." Apers applies the edits to your Google Slides file. Click the file in the Data Room to preview, or open it in Google Slides. ## Working with Uploaded PPTX Files You can upload an existing PowerPoint file and Apers will read and modify it. Drag and drop the PPTX file into the Data Room. Apers processes the file and understands its content, structure, and layout. Ask for any edits: "Add a new conclusion slide", "Fix the formatting on slide 5", or "Replace the revenue numbers with updated figures." Uploaded PPTX files are converted to Google Slides so Apers can edit them. You can export the result back to PPTX from Google Slides if needed. ## Tips for Better Edits * **Be specific about slide numbers** when targeting particular slides * **Describe the layout you want** if you have a preference for how content is arranged * **Reference your documents** to pull in updated data automatically Large presentations with complex animations or embedded media may not fully preserve all formatting during conversion. # Overview Source: https://docs.apers.app/presentations/overview Learn how Apers creates and edits presentations for you Presentations AI lets Apers create, edit, and manage Google Slides presentations for you. ## What Apers Can Do | | Description | | ------------------------ | ----------------------------------------------------------------------- | | **Create Presentations** | Build decks from scratch, like investor presentations or deal summaries | | **Add and Edit Slides** | Insert new slides, update existing content, or reorganize your deck | | **Insert Images** | Add images to slides to support your narrative | | **Format Text** | Style headings, body text, and layouts to look polished | | **Use Your Documents** | Turn deal data, memos, and other files into presentation-ready slides | ## How to Start Just type what you want in the Chat box. **Examples:** * "Create an investor deck for this deal" * "Build a market overview presentation" * "Summarize this deal as a slide deck" To use existing files, drag and drop them into the **Data Room** on the right side. Apers will read and use them to build your presentation. Apers creates presentations as Google Slides files, stored directly in your Data Room. # Quickstart Source: https://docs.apers.app/quickstart Start modeling with Apers Excel Spreadsheet AI in minutes ## Signing In Apers offers multiple ways to sign in: | | Description | | -------------- | ---------------------------------------------------------------- | | **Magic Link** | Enter your email and receive a sign-in link — no password needed | | **Google** | Sign in with your Google account for one-click access | | **LinkedIn** | Sign in with your LinkedIn account for one-click access | Magic link sign-in emails expire after one hour. Request a new link if yours has expired. ## Get started in five steps Create your first spreadsheet model and turn it into a Deal workspace. ### Step 1: Create a Quick Chat From your Apers dashboard, click **New Chat** to create a Quick Chat. This is your starting point for building or uploading spreadsheet models. ### Step 2: Interact with Excel Models Ask Apers to build one for you. For example: `"Build me a sample pro forma in spreadsheet"` Apers will generate a spreadsheet model based on your request. Drag and drop your spreadsheet file into the **Data Room** on the right side of the chat. Apers supports Excel files (.xlsx) and CSV files. ### Step 3: Document Ingestion Apers understands your document as soon as it's uploaded. However, for best results—especially with complicated tasks—wait for the notification to turn **green** and show **"Ready"**. Full ingestion allows Apers to cross-reference all your files accurately when tasks are complex. ### Step 4: Build or Update Your Model Once your document is ready, you can interact with Apers to: * Build new models * Update existing models * Perform real-time modeling with Dynamic Formulas ### Step 5: Convert to a Deal When you're ready to commit more to this work: 1. Click the **"Convert to Deal"** button at the top of the page 2. Your Quick Chat becomes a Deal workspace 3. Create multiple sub-chats within the Deal to perform more complex tasks A Deal workspace keeps all your deal-relevant documents organized in one place. ## Next steps Now that you've built your first model, explore more Apers capabilities: Codify your investment criteria and let Apers apply them automatically. Automate repetitive tasks with custom or template workflows. Store templates and learnings for reuse on future deals. Learn how Apers handles PDFs, CSVs, and scanned documents. **Need help?** Contact our support team or explore the full documentation. # Saving & Reusing Knowledge Source: https://docs.apers.app/saving-knowledge Learn how to use the Library to accumulate insights and reuse files across deals The Library is a powerful feature that allows you to accumulate and reuse your deal knowledge over time. By saving files from your deals and chats to the Library, you create a feedback loop—the more deals you analyze, the more your knowledge grows. ## What You Can Do * Push deal information to your system Library * Reuse saved files by importing them into new deals or chats * Access pre-built templates provided by Apers ## Accessing the Library Navigate to the left side of your screen. Click **Library** to open your system Library. In the Library page, you can: * View all your stored files * Access **Library Templates**—a collection of valuable pre-built files from Apers ## Saving Files to the Library Navigate to the right side panel in your Deal room. Locate the file you want to save. Click the **triple dot icon** (⋮) on the file. Select **Save to Library**. **Example:** You create a proforma spreadsheet model and want to reuse it for future deals. Simply click the triple dot icon on that file and select **Save to Library**. ## Importing Files from the Library Navigate to your Chat or Deal. Go to the **bottom right** and click **Import from Library**. Choose the file you want to import from your system Library. # Templates Source: https://docs.apers.app/templates Use pre-built templates to get started quickly across Deals, Documents, Playbooks, and Workflows Templates are pre-built starting points provided by the Apers team. Instead of building from scratch, start with a template and customize it to fit your needs. ## Where Templates Are Available Templates are available across multiple features in Apers: | Feature | What Templates Provide | | ------------- | ----------------------------------------------------------- | | **Deals** | Pre-configured deal structures with common fields and setup | | **Documents** | Ready-to-use document formats stored in your Library | | **Playbooks** | Proven investment strategies with pre-set criteria | | **Workflows** | Pre-built automation sequences for common tasks | ## Templates by Feature ### Deal Templates Start a new deal with a pre-configured structure. Deal templates include common fields, default settings, and organizational structure so you can skip the setup and focus on analysis. ### Document Templates Use pre-built document formats available in your [Library](/library/01-overview). These include financial models, memo formats, and other reusable documents your firm needs regularly. ### Playbook Templates Start with a proven investment strategy instead of defining criteria from scratch. Playbook templates cover common approaches by asset class and risk profile, ready for you to adjust to your firm's targets. ### Workflow Templates Use pre-built automation sequences created by the Apers team. Workflow templates handle common repetitive tasks so you can automate immediately without designing each step. ## How to Use Templates Go to Deals, Playbooks, or Workflows from the left side panel. For documents, open the Library. Each feature has a **Create from Template** option. Click it to browse available templates. Browse the list and select the template that fits your use case. Once created, the template is yours to edit. Adjust any fields, criteria, or steps to match your requirements. You can duplicate any template to create multiple variations without modifying the original. ## Next Steps Organize and manage your real estate projects. Store and reuse documents and models across deals. Define and deploy your investment thesis. Automate repetitive tasks with custom or template workflows. # Automating Tasks wth Workflows Source: https://docs.apers.app/workflow-automation Learn how to automate repetitive tasks using Workflows in Apers Workflows allow you to automate repetitive tasks by letting Apers run pre-defined steps autonomously. ## Creating a Workflow Click the **Workflows** tab on the left side panel to get started. | | Description | | ------------------------ | ---------------------------------------------------------------------------------------------------------- | | **Create from Template** | Recommended. Apers provides a collection of pre-built workflows you can duplicate and save to your account | | **Create New Workflow** | Build a custom workflow from scratch | We recommend starting with templates first. You can duplicate and customize to your needs. ## Building a Custom Workflow Click the **Create New Workflow** button. Specify the workflow **Name** and **Description**. Enter the AI instruction to execute in each step. For example, "Read all lease files within the data room." Click **Add Step** to add additional steps to your workflow. Configure input requests so Apers prompts users for information before running. For example, a market research workflow can ask which city or sub-market to analyze, then Apers will conduct the research steps based on that input. Click **Save** to save the workflow to your Apers account. ## Running a Workflow Workflows with more steps will consume Smart Request credits faster. Consider balancing workflow sophistication with credit usage. **From a Deal:** Navigate to the Deal you want to run the workflow on. Click the **Run Workflow** button and select the workflow from the dropdown menu. **From a Chat:** Click the **Run Workflow** button on the left side of the chat box. Select the workflow you want to use. # Workflows Source: https://docs.apers.app/workflows/01-overview Learn how to automate repetitive tasks with Workflows Workflows let you automate repetitive tasks. Define the steps once, then run them anytime with a single click. ## Where to Find Workflows Click **Workflows** in the left side panel. From here you can: * View your existing workflows * Create new workflows * Use templates built by the Apers team ## Two Ways to Create a Workflow | | Description | | ------------------------ | --------------------------------------------------- | | **Create New Workflow** | Build your own workflow from scratch | | **Create from Template** | Start with a pre-built workflow from the Apers team | Templates are a great starting point. You can duplicate and customize them to fit your needs. # Building a Workflow Source: https://docs.apers.app/workflows/02-building-a-workflow Learn how to create and configure your own workflows Create custom workflows to automate your repetitive tasks. ## Creating a New Workflow Click **Workflows** in the left side panel. A popup window will appear. Enter the workflow attributes (see below). ## Workflow Attributes Give your workflow a clear name so you can find it later. Add details about what this workflow does. The instructions Apers will follow. You can add multiple steps that run one after another. ## Adding Workflow Steps Each step is an instruction for Apers to execute. Steps run in order, from first to last. Click on a step's text box to edit it. Type what you want Apers to do in this step. For example: "Summarize the rent roll" or "Calculate the cap rate." Click to add additional steps as needed. Each step runs after the previous one finishes. ## Using Input Requests Sometimes you need information from the user before running a workflow. Input requests let you ask for this. **Example:** A market research workflow might need to know which market to research. When you add an input request: 1. Apers will ask the user for that information when the workflow runs 2. The user's answer is saved as a variable 3. You can use that variable in later steps Once you create a variable, you can reuse it in any following step—no need to ask for the same information twice. ## Using Variables in Later Steps After creating an input request, you can reference that variable in any step that comes after. **Example:** * Step 1: Input request for "market\_name" * Step 2: "Research population growth in " * Step 3: "Find comparable sales in " The variable carries through the entire workflow. # Running a Workflow Source: https://docs.apers.app/workflows/03-running-a-workflow Learn how to run workflows in Deals and Chats Once you've created a workflow, running it is simple. ## Running a Workflow in a Deal Go to the Deal where you want to run the workflow. Find and click the **Run Workflow** button. Choose the workflow you want to use from the list. If the workflow has input requests, Apers will ask you for that information. Apers runs each step automatically, in order. ## Running a Workflow in a Chat Start or open an existing Chat. Find the button on the **bottom left** of the Chat. Choose which workflow to run. The workflow runs automatically from start to finish. ## What Happens When a Workflow Runs 1. Apers reads the first step and executes it 2. When done, it moves to the next step 3. This continues until all steps are complete 4. If there are input requests, Apers pauses to ask you Workflows run the same way every time, so you get consistent results.