Access Control
Manage portal access links and tier assignments
Portal Share Links
TeaserHigh-level overview only — KPIs, company summary, pitch deck
InvestorFull financials, revenue model, projections, comps
DiligenceEverything — data room, unit economics, scenario analysis
Tier Access Rules
Each tier progressively reveals more content. Higher tiers include everything from lower tiers.
| Content | Teaser | Investor | Diligence |
|---|---|---|---|
| Company overview & KPIs | ✓ | ✓ | ✓ |
| Management team bios | ✓ | ✓ | ✓ |
| Pitch deck | ✓ | ✓ | ✓ |
| Financial model & projections | — | ✓ | ✓ |
| Revenue breakdown | — | ✓ | ✓ |
| EBITDA bridge | — | ✓ | ✓ |
| Capital & returns (J-curve) | — | ✓ | ✓ |
| Entity performance | — | ✓ | ✓ |
| Comps & valuation | — | ✓ | ✓ |
| Investment memo | — | ✓ | ✓ |
| Unit economics | — | — | ✓ |
| Scenario analysis (Monte Carlo) | — | — | ✓ |
| Cohort analysis | — | — | ✓ |
| Data room documents | — | — | ✓ |