Startup
Raise, data room, and operators
In short. Startup Raise stages: Looking, Intro, Meeting, Diligence, Term sheet, In, Passed, Closed. Send interest from Personal is a notice on Updates. The people sit on Raise as Investment candidates. Competitor, grant, and sector headlines land on Updates. Invite to portal: Kind Angel goes to Personal, Kind Fund goes to Capital. Data room holds private files plus files you share. Settings Logins: invite by email, role owner or finance (writers) and others, Invite. Accept at /invite/:id. Settings Team is the named agent roster, not logins.
Raise
Stages: Looking, Intro, Meeting, Diligence, Term sheet, In, Passed, Closed. Round terms and dilution sit here. Dilution reads Cap table. Invite to portal when they should have a signed-in door as well as a pack link. Kind Angel opens Personal. Kind Fund opens Capital.
When the raise is listed, Send interest from Personal is a notice on Updates. The people sit here as Investment candidates. The team is emailed. Add to pipeline if you want them on the list.
Updates also shows competitor moves, grant calls, and sector headlines that match What you do in Settings. Refresh.
Cap table
Cap table is its own page: holders, SAFEs, and This is me for Personal. Not a legal ledger.
Data room
Data room: private files, plus files you choose to share with investors.
Invite operators
Settings → Logins. Invite by email. Role owner or finance can write. Invite. They accept at `/invite/…`.
Team on Settings is the named roster for who owns cash, actuals, plan, raise, IR, and the rest. That is not a login. Logins are Logins.
Company rules
Settings also holds timezone, fiscal year start, cash vs accrual, and the plan scenario (Base, Downside, Upside). What you do is the one-liner Updates uses for competitor, grant, and sector headlines. Save so Today, briefs, and the books follow those rules.