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Once you’ve created a playbook, you can deploy it to evaluate any deal.

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Two Ways to Use Playbooks

Description
From Playbooks tabSelect a playbook, then choose a deal to evaluate
From a DealOpen a deal, then run a playbook on it

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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.

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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.

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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.
Last modified on January 25, 2026