4.1 Rename a Workspace

1. Open the workspace detail page.
2. Click the pencil icon next to the name.
3. Edit the name and click Save.

4.2 Update Investment Status

1. Locate the Investment Status dropdown in the sidebar.
2. Choose a different status from the list.
3. The change persists after refresh.

4.3 Edit Workspace Details

Overview

Each workspace contains editable sections where you can update key information about the investment — such as fund type, strategy, ESG focus, company details, and team members.

Steps

1. Open a workspace from the Investment Workspaces page.
2. In the right sidebar, locate editable fields grouped under sections such as:
3. • Type & Strategy
   • Fund Returns
   • Team
   • ESG and Diversity
   • Company Information
   • Investment Allocation
   • Fundraising Info
4. Click the pencil icon ✏️ beside any section to enable editing.
5. Enter or update values in the fields.
6. Click Save.

💡 Tip

Keep details consistent across workspaces — for example, always use standard naming for fund strategies to maintain searchable consistency.

4.4 Explore Workspace Tabs

Overview

Each workspace includes multiple tabs designed to organize all related investment data and activities.

4.4.1 Diligence Tab

Engage directly with fundraisers and manage due diligence workflows.

You can:

• Send one-off or recurring data requests.
• Collect responses via text or video.
• Manage document collection and review questions.

4.4.2 Documents Tab

Upload or link all files associated with the workspace.

You can:

• Add an external data room link.
• Upload PDFs, decks, or contracts.
• Keep investment materials in one secure location.

4.4.3 Performance Tab

Track and edit fund performance data.

You can:

• Add fund return metrics (IRR, TVPI, DPI, etc.).
• Edit data as performance updates become available.

4.4.4 Notes Tab

Store meeting notes and insights.

You can:

• Add or tag notes by meeting or topic.
• Share notes with your team for collaboration.

4.4.5 Activity Tab

View an audit trail of all workspace actions.

You can:

• Track your activity and your teammates’ updates.
• Maintain transparency on all workspace changes.

4.4.6 Tasks Tab

Manage diligence and monitoring workflows.

You can:

• Use templates for due diligence or monitoring.
• Add ad hoc tasks for operational activities.
• Track task completion across your team.