Workspaces (Beta)

Workspaces let founders and advisers share the decision cases in the selected workspace. Workspaces (Beta) is free while collaboration behaviour is being validated. Signed-in users open it from the header.

Reports and uploaded financial data stay private to their creator unless you take an explicit sharing action. Uploads are user-scoped: belonging to the same workspace does not grant access to another member’s CSV. My reports and workspace cases are separate lists.

What it is for

Invite an adviser to the same case. Creating a case while a shared workspace is selected is how members see it. Workspaces is not a second case editor, not a lending desk, and not an approval. To share a property evidence brief for a meeting, prefer PDF / CSV / JSON from the report page, Workspaces is not the primary share path in this release.

What to do next

Invite a member if you are the only person in the workspace
Create or open a decision case if this workspace has none
Open the Review queue if a requested change is waiting

Switch workspace, create workspace, and reusable templates live under workspace settings, below that job story.

Review queue

Cases with a requested change appear here so an adviser can work through them. Open from the Workspace section tabs: Overview, Review queue, Pilot metrics. An empty queue is a work list with nothing waiting, not an approval.

Pilot metrics

Counts for onboarding and review activity
Missing values stay missing
Figures are not a go/no-go verdict or a claim the product is market-validated