To collaborate in a workspace, you first need to add team members. Workspace Admins can invite new members by email and assign them a role. Once added, members gain access to the workspace and can start participating in deal reviews, scoring, and discussions based on their assigned permissions.
Each team member is assigned a role that determines what they can view and do within the workspace. Roles control access at a high level, ensuring team members only see and interact with the parts of the workspace relevant to their responsibilities. Workspaces may have different roles depending on your organization’s setup, and permissions can be customized to support collaboration while maintaining proper access control. Billing settings are restricted exclusively to the workspace owner.
Once team members and roles are set, collaboration becomes seamless. Members can review and score deals, comment on startup profiles and evaluations, track progress through the deal pipeline, and participate in discussions to support better decision-making.
Workspaces allow collaboration across different startups, so your team can stay aligned and work efficiently while maintaining proper access control. Proper role assignment ensures collaboration is structured, secure, and consistent with your workspace’s investment workflow.
Effective collaboration depends on clear roles, controlled access, and a well-configured workspace. Learn more in Setting Up Your Workspace and Adding Team Members & Roles.