Investment Playbook

Codify your thesis. Apply it to every deal.

Your investment criteria — encoded once, applied consistently. No drift, no reinterpretation, no deals that slip through because someone read the thesis differently.

Your thesis lives in the partners' heads. New analysts interpret it differently every time. One associate screens at a 6% cap, another at 5.5%. The same deal gets a pass from one team member and a deeper look from another. Consistency shouldn't require a meeting.

How It Works

01 — CRITERIA

Your rules, precisely encoded

Minimum IRR, maximum leverage, target markets, asset class preferences, hold period constraints, sponsor requirements, capital structure parameters. Define your investment criteria once — with the precision your IC actually requires.

RETURN THRESHOLDSLEVERAGE LIMITSMARKET TARGETINGASSET CLASS RULESHOLD PERIODSPONSOR CRITERIA

02 — CONSISTENCY

Every deal, every time, the same standard

The same criteria, applied the same way, to every deal that enters your pipeline. No drift across team members, no gradual relaxation of standards, no exceptions unless you explicitly override. The playbook is the baseline.

TEAM-WIDE STANDARDCRITERION-BY-CRITERION SCORINGPASS / DIVE DEEPER / INVEST

03 — COMPOUNDING

Your thesis gets sharper over time

Every run shows which criteria a deal met, partly met, or failed. When the calls start to look too loose or too strict, refine the playbook, and every deal it's attached to picks up the new standard.

CRITERIA REFINEMENTLIVE UPDATESINSTITUTIONAL MEMORY

What You Get

ALIGNMENT

One source of truth

Every team member works from the same criteria. New hires ramp on your thesis in days, not months. The playbook is explicit, written down, and shared.

SPEED

Screen before you underwrite

Deals that don't meet criteria are flagged at first look — before an analyst spends a week building a model. Time goes to deals worth pursuing.

REUSE

Write it once, run it on every deal

Build the playbook once and run it on every deal that comes in. Each run scores the deal against your criteria and ends with a call: Pass, Dive Deeper, or Invest.

Works With

EXCEL MODELING

Playbook criteria inform model assumptions — return targets, leverage limits, hold periods pre-populated.

DOCUMENT INTELLIGENCE

Extracted deal metrics tested against your criteria before underwriting begins.

DEAL WORKFLOW

Run the playbook from any deal in your pipeline and see exactly which criteria it meets and which it fails.

KNOWLEDGE ENGINE

Your Library's files and skills give every playbook run your firm's context.