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Creating a playbook is simple. You can let Apers build it for you, or define every detail yourself.

Getting Started

1

Open Playbooks

Go to the left panel and click Playbooks.
2

Create new

Click the Create New Playbook button.
3

Choose your mode

Select Express Mode or Precision Mode.

Express Mode

Let Apers build your playbook automatically.
1

Select Express Mode

Click Express Mode from the options.
2

Describe your strategy

A text box appears. Describe your investment criteria, target returns, property preferences, and deal requirements.
3

Let Apers create it

Apers extracts and structures your playbook automatically.
Example description:
“We target value-add multifamily in the Southeast US. Deal size between 20M20M-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.
1

Select Precision Mode

Click Precision Mode from the options.
2

Fill out Investment Thesis

Define what you’re investing in and why.
3

Set your Criteria

Add must-pass rules and return targets.
4

Review and Save

Check everything and click Save to create your playbook.
See the next pages for details on each section of Precision Mode.
Last modified on January 25, 2026