For Companies
I sent a report with a mistake. Can I edit it?
I sent a report with a mistake. Can I edit it?
No, and that is deliberate: an investor’s copy should not change under
them. Send a corrected report instead. Reports are frozen at the moment you
send them, which is also why later metric changes never rewrite history.
Does a data room stay up to date on its own?
Does a data room stay up to date on its own?
No. A data room links a report you have already sent, so it shows what that
report showed. To share newer numbers, send a new report and create a room
against it. See Share a data room.
How do I add a teammate?
How do I add a teammate?
Invite them from Team Management in Settings. They join as a viewer, and you
can change their role afterwards. What each role can and cannot do is set out in
Roles and permissions.
For Investors
Can I ask several companies the same thing at once?
Can I ask several companies the same thing at once?
Yes. One request can target multiple companies, and that is what makes the
answers comparable. Save the selection as a template to repeat it, or put it
on a schedule to send itself. See
Schedules and templates.
How current are the numbers I am reading?
How current are the numbers I am reading?
They are as current as the report they came from. A report is frozen when
the company sends it and does not change afterwards.

