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
In the Select a Deal to Evaluate window, choose the deal you want to evaluate and click Run 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 and click Run Analysis.
Evaluating Under Different Playbooks
A deal has one playbook attached at a time, and running a different playbook replaces it for everyone on the deal. Each run starts its own evaluation chat, so you can still compare how a deal scores under different strategies:- You want to see how a deal scores under different strategies
- You have different strategies (e.g., Value-Add vs. Opportunistic)
- Different team members have different investment criteria