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 THRESHOLDS LEVERAGE LIMITS MARKET TARGETING ASSET CLASS RULES HOLD PERIOD SPONSOR 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 ENFORCEMENT OVERRIDE LOGGING DEVIATION ALERTS CRITERIA VERSIONING

03 — COMPOUNDING

Your thesis gets sharper over time

The system learns from your decisions. Which deals you pursue, which you pass on, which assumptions you override and why. Patterns emerge — your playbook evolves from rules into institutional intelligence.

DECISION TRACKING PATTERN RECOGNITION CRITERIA REFINEMENT INSTITUTIONAL 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, versioned, and auditable.

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.

LEARNING

Institutional memory that compounds

Every deal decision teaches the system. After 500 deals, your playbook reflects patterns no individual could track.

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

Qualifying deals enter your pipeline automatically. Non-qualifying deals flagged with specific criteria failures.

KNOWLEDGE ENGINE

Past deal decisions and outcomes enrich your playbook's pattern recognition.