Team & workspaces

Fundraising is rarely a solo job. Team seats let you bring co-founders and advisors into your workspace so they can see the pipeline, deck analytics, and documents. Team seats are a Scale-plan feature.

Inviting teammates

1. 1
   Open Team

   Go to the Team page in the sidebar.
2. 2
   Invite by link

   Generate an invite link and choose a role — viewer (read-only) or editor.
3. 3
   They accept

   The teammate opens the invite link and joins your workspace.
4. 4
   Revoke any time

   Remove a member from the Team page to revoke their access.

What teammates can see

Accepted members can view your documents, links, and investors. Access is additive and read-oriented — it’s layered on top of your own ownership, so your access never changes when you add a teammate.

Workspace switcher