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
1
Review everything
Check that all details are correct.
2
Click Save
Click the Save button to create your playbook.
3
Playbook is ready
Your playbook is now available to deploy on any deal.
Editing Later
You can always go back and edit your playbook:- Go to Playbooks in the left panel
- Click on the playbook you want to edit
- Make your changes
- Save again
Changing a playbook’s status to Inactive keeps it saved but removes it from active use.