Startup
Friday's pack
In short. On Weltee Startup lock the period first. Reports: New pack (Board pack, Management pack, and others), Draft from locked actuals, Submit for review, Approve, then Copy link, Email pack, PDF, or Open. Anyone with the link can read the pack. Public path /pack/:token, no login. Email pack can also invite: an angel to Personal, a fund to Capital.
Friday's pack is the update investors open. It is not a slide you typed twice.
Write it from the books
- Lock the period.
- Open Reports.
- New pack. Kind: Board pack, Management pack, or the other kinds on that dialog.
- Draft from {company} locked actuals.
- Submit for review → Approve.
- Copy link, Email pack, PDF, or Open.
Copy link toast: anyone with the link can read the pack. They do not create an account. The public page is `/pack/…`, labelled Weltee Startup, that company, read only.
Email pack can also invite. An angel signs in on Personal. A fund signs in on Capital. The pack link itself needs no login.
Raise also has Invite to portal. Kind is Angel or Fund.
If the books change
Record restatement. Do not expect a published pack to rewrite itself.
Where the pack lands
An angel's holding on Personal updates when you send. A fund invited from Raise sits on Capital. Subsequent packs land on that fund.