Workspaces (Beta)
Workspaces let founders and advisers share decision cases. Workspaces (Beta) is free while collaboration behaviour is being validated.
Reports and uploaded financial data stay private to their creator unless you take an explicit sharing action. My reports and workspace cases are separate lists.
Overview
Switch or create a workspace, manage members and roles, and save reusable assumption templates for the workspace.
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.
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