Get started in five steps
Create your first spreadsheet model and turn it into a Deal workspace.Step 1: Create a Quick Chat
Start a new Quick Chat
Start a new Quick Chat
From your Apers dashboard, click New Chat to create a Quick Chat. This is your starting point for building or uploading spreadsheet models.
Step 2: Interact with Excel Models
Create a new spreadsheet
Create a new spreadsheet
Ask Apers to build one for you. For example:
"Build me a sample pro forma in spreadsheet"Apers will generate a spreadsheet model based on your request.Upload an existing spreadsheet
Upload an existing spreadsheet
Drag and drop your spreadsheet file into the Data Room on the right side of the chat.
Step 3: Document Ingestion
Wait for Ready status
Wait for Ready status
Apers understands your document as soon as it’s uploaded. However, for best results—especially with complicated tasks—wait for the notification to turn green and show “Ready”.
Step 4: Build or Update Your Model
Interact with your spreadsheet
Interact with your spreadsheet
Once your document is ready, you can interact with Apers to:
- Build new models
- Update existing models
- Perform real-time modeling with Dynamic Formulas
Step 5: Convert to a Deal
Turn your chat into a Deal workspace
Turn your chat into a Deal workspace
When you’re ready to commit more to this work:
- Click the “Convert to Deal” button at the top of the page
- Your Quick Chat becomes a Deal workspace
- Create multiple sub-chats within the Deal to perform more complex tasks
Next steps
Now that you’ve built your first model, explore more Apers capabilities:Playbook
Codify your investment criteria and let Apers apply them automatically.
Workflows
Automate repetitive tasks with custom or template workflows.
Library
Store templates and learnings for reuse on future deals.
Document Understanding
Learn how Apers handles PDFs, CSVs, and scanned documents.
Need help? Contact our support team or explore the full documentation.