Register with a focus on collaboration – what email will my team members and/or clients recognize?
Add a company and associated domains to allow others with the same email domain instant access to the company.
If the company already exists, request access to join with administrative or participant roles granted by company administrators.
Notifications in the app and via email announce acceptances, project assignments, and other important activities.
Start or join a project and explore the possibilities.
Create the documentation and collaboration for decisive statements that lead to quick approvals with deep understanding.
Add team members for independent analysis and review. If a member is not listed, invite them to the company first, then the project.
Identify the type of project and purpose to define the nature of the assignment and specific use of the results – created to assist in meeting USPAP-level documentation.
To identify the subject of the project, selected classes will be presented on summary pages and exports. The selected classes may be changed by a project lead at any point before finalizing.
Save & Finish completes the first variant – an allocation of value under the “Current Value Method”.
From here, quickly share, compare, and run complex scenario analyses varying capital structures, exit dates, and other variables.
