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These guides cover the product itself: how a company turns its metrics into a report and controls who sees it, and how an investor reads across the portfolio and asks for what is missing. Every guide is written for someone doing the task for the first time, and shows the screen and the control to press at each step. If you are new to Vein, start with the Overview.

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For Companies

Your dashboard

Current metrics, where each figure came from, and what needs your attention.

Build and send a report

Assemble a report from blocks, deliver it to your investors, and save the layout for next time.

Respond to a request

Fill an investor’s request for specific topics and a specific period.

Use the Vault

Keep the documents investors ask for in one place, ready to attach.

Share a data room

Publish a password-protected link to a sent report, and see who opens it.

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For Investors

Your portfolio

Every company you have invested in, and everything you hold on any one of them.

Reports

What arrives when a company reports, how to read it, and how to ask for what is missing.

Schedules and templates

Save what you ask for, and when you ask for it.

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Your Account

These apply whichever side of Vein you are on.

Roles and permissions

What each role can do, and why a control you expected is not on your screen.

Notifications

Where Vein tells you something happened, and what reaches your inbox.

Account and sign-in

Passwords, two-factor authentication, the Terms notice, and the display preferences stored on your device.

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How the pieces fit together

Almost every flow in Vein is a variation on the same chain. A company builds a report from its metrics; reports and data rooms are the views investors receive; investors read them or request new ones.