Product · Strategy and buy-box
Buy by the same rules every time.
Lock in your buy-box, hold thesis, and exit triggers, so your team can see why a deal got a no, and why a yes was a yes.
01What you get
A buy-box the whole team underwrites against.
Buy-box
One set of rules, not one analyst's habits.
Define the criteria a deal has to clear: market, asset type, size, and return thresholds. Every deal gets screened against the same bar.
- Buy-box
- Cap rate
- Cash-on-cash
- DSCR
Hold thesis
Write down why you're buying, before you own it.
Capture the thesis a deal is underwritten to. Exit triggers arm at acceptance and trip against monthly actuals, so a hold or sell conversation six quarters in starts from what you believed at acquisition.
- Hold thesis
- Exit triggers
- Trigger board
Scorecard
See why a deal was a no.
A deal that fails the buy-box carries the reason with it, so the next analyst doesn't re-litigate a decision the firm already made.
- Scorecard
- Buy-box
- Thresholds
Multiple strategies
Run more than one mandate without blending them.
Keep separate buy-boxes for separate strategies or funds, so a deal that fits one mandate doesn't get judged against another's rules.
- Strategies
- Buy-box
- Portfolio
Buy-box fit
Every deal, scored against your rules.
The thresholds a deal has to clear, checked automatically, so a yes or a no carries the reason with it.
- Buy-box
- Thresholds
- Scorecard
Exit triggers, live
The rules keep watching after close.
The buy-box that screened the deal re-scores the asset on trailing-twelve actuals. A tripped trigger shows up on the record and on Home, and stays there until someone acknowledges it.
- Armed / tripped / cleared
- T12 re-score
- Acknowledge
02How it fits
The buy-box travels with the deal.
The buy-box a deal was screened against travels with it into the operating record, so when the analyst who ran the deal moves on, the reasoning behind it doesn't leave with them.