Deal Screening
Screen 50 deals in 30 minutes. Pocket models for every asset class give you go/no-go on the full pipeline.
An analyst opens the OM, skims to the financials, keys numbers into a back-of-envelope spreadsheet, and moves on. Fifteen deals come in Monday morning. Five get looked at. The rest sit in a folder until someone asks.
Upload the full pipeline into the Data Room. Apers runs a pocket model for each deal — matching the right Playbook, right asset class, right assumptions. You get a ranked Kanban view sorted by fit against your investment criteria. Open any deal in a sub-chat to dig deeper. The whole pipeline screened before lunch.
Four Steps to a Screened Pipeline
Upload the pipeline
Drag OMs and broker packages into the Data Room. Apers processes every document — scanned PDFs, native spreadsheets, even photos — using OCR and structural parsing.
Pocket models run automatically
Each deal gets a real model — not a gut check. The right template loads by asset class, with assumptions matched to your Playbook criteria.
Pipeline ranked by fit
Deals appear in a Kanban view — go, no-go, dig deeper — ranked by risk-adjusted return against your investment box. Key metrics visible at a glance.
IC-ready output
Top deals export with full pocket models attached. Download to Google Sheets, save to your Library for future reference, or share with your investment committee.
Your Investment Box
Geography, asset class, deal size, return thresholds, vintage, sponsor quality — define the parameters once in a Playbook. Every inbound deal is measured against them automatically.
Pocket Models, Not Guesses
Each deal gets a real model — not a gut check. Multifamily, office, industrial, retail — the right template loads automatically with asset-class-specific assumptions.
Ranked Pipeline
Go / no-go / dig deeper. Deals ranked by fit, flagged by risk, with the key metrics visible at a glance. Senior time goes to the top of the list.
Full Audit Trail
Every screening decision is traceable — which Playbook criteria passed or failed, which assumptions drove the ranking. Open any deal in a sub-chat to interrogate the logic without affecting the pipeline.
Institutional Memory
Save screened pipelines and top deals to your Library. Past screening decisions build a searchable record — so your team learns from every pipeline, not just the deals that close.
Models
Frequently Asked Questions
How many deals can Apers screen at once?
There is no fixed limit. Upload your entire pipeline into the Data Room and Apers runs a pocket model for each deal, matching the right asset class and assumptions. Teams typically screen dozens of deals in a single session.
What is a Playbook in deal screening?
A Playbook codifies your investment criteria as must-pass rules and return targets. When Apers screens a deal, it evaluates the results against your Playbook and flags whether the deal meets your strategy — Core Plus, Value-Add, Opportunistic, or custom criteria.
How does Apers rank deals in the pipeline?
After running pocket models on each deal, Apers presents a ranked view sorted by fit against your investment criteria. You can open any deal in a sub-chat to dig deeper into the financials before promoting it to IC review.
What documents do I need for deal screening?
At minimum, the offering memorandum (OM) for each deal. Apers can also process rent rolls, T-12s, and broker packages. The UDPE engine reads scanned PDFs, native spreadsheets, and even photos of documents.
How fast is deal screening in Apers?
A pipeline of deals that would take an analyst days to screen manually can be processed in minutes. Each deal gets a pocket model with key metrics — purchase price, cap rate, return estimates — so you get a go/no-go signal before investing deeper analysis time.