Two Ways to Use Playbooks
Option 1: From the Playbooks Tab
1
Open Playbooks
Go to the left panel and click Playbooks.
2
Select your playbook
Click on the playbook you want to use.
3
Click Evaluate Opportunity
Click the Evaluate Opportunity button.
4
Select a deal
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
1
Open the deal
Go to the deal you want to evaluate.
2
Click Run Playbook
Click the Run Playbook button.
3
Select a playbook
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