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Scenarios: Create, Compare & Manage

Underwrite a Deal Updated Sep 3, 2026 Users testing different assumptions

Scenarios let you keep several versions of the same deal's assumptions side by side — a base case, a conservative case, a lender case — without duplicating the deal. Each scenario has its own inputs and results; switching scenarios switches the whole analysis.

The base analysis and additional scenarios

Every deal starts with one main analysis — the deal's default scenario. Additional scenarios are alternative worlds layered on top of it. The default carries a star, is what the deal opens on, and can't be deleted; you can move the star to another scenario at any time.

Create, rename, manage

The scenario bar above a deal: the base analysis and its named scenarios as selectable chips (1), and the Compare Scenarios control on the right (2).
Switch scenarios with the chips (1); Compare Scenarios (2) puts them side by side.
  • Create: click New Scenario in the deal's scenario bar, name it, and choose what to start from — usually a clone of an existing scenario, so you change one thing against a known base.
  • Rename from the scenario's own controls — the name updates everywhere, including comparisons.
  • Delete scenarios you're done with; deleting frees a slot.

Scenario limits

Your plan determines how many additional scenarios each deal can hold — the base analysis is never counted against you. When you reach the limit, the New Scenario control tells you directly: it either offers the upgrade that raises the limit or reads "Scenario limit reached." Deleting a scenario always frees a slot. The controls in the app show your actual allowance — that's the number to trust.

Compare scenarios

With more than one scenario, the Compare Scenarios view puts them side by side — the headline metrics (DSCR, cash flow, cash-on-cash, IRR, equity multiple, and more) and the financials beneath them, with the best value in each row highlighted. It's the fastest way to see exactly what one changed assumption does to the outcome. Scenario comparison is a plan capability; if your plan doesn't include it you'll see the upgrade path on the button.

Scenarios, sharing, and teams

  • Team access is scenario-scoped: when you share a deal with a teammate you choose which scenarios they work in — so an analyst can explore without touching your base case.
  • Public links: for multifamily and self-storage deals, a public share link presents one scenario per link — check you're sharing the case you mean to present. Single family share links can include several scenarios, selected when you share.

Common mistakes to avoid

  • Editing the default scenario to answer a what-if. Clone first; keep the base case clean.
  • Several near-identical scenarios. Make each one a genuinely different world — for single-variable tweaks, the sensitivity tools are the better instrument.
  • Sharing without checking the scenario. A shared link shows the case it was bound to — make sure it's the one you mean.
scenarios compare assumptions base case default scenario
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