Administration
Roles & permissions
Who can see and change what inside an investor workspace.
Angel
| Role | Access |
|---|---|
| Owner | Everything in the workspace. |
| Collaborator | Deals, portfolio, valuations, finance, documents and AI. |
| Read-only advisor | View deals and portfolio. |
Syndicate
| Role | Access |
|---|---|
| Lead | Everything, including approving distributions. |
| Operations | Deals, finance, communications, reports and imports. |
| Analyst | Deals, CRM, portfolio view and documents. |
| Member / LP | Member portal: deals opened to members and their own records. |
Venture Capital
| Role | Access |
|---|---|
| General partner | Everything, including IC decisions. |
| Partner | Deals, portfolio, valuations, LP data, IC voting and reports. |
| Principal | Deals, portfolio, IC management and reports. |
| Associate / Analyst | Deals, CRM, portfolio view and documents. |
| Finance / operations | Finance, valuations, LP data and reports. |
| Portfolio support | Portfolio updates, CRM and documents. |
| Read-only advisor | View deals and portfolio. |
| LP portal user | Their own commitments, capital calls and documents. |
Enforced on the server
Permissions are checked on every request by the server, not just hidden in the interface. Internal deal fields such as risks, conflicts and internal notes are never sent to roles without internal access.