Track and verify claims

Claims are the checkable statements in a founder's material, such as revenue, customers, growth or partnerships. The deck analysis finds them and cites each one to its slide (see How deck analysis works), and your team adds the ones it hears or reads elsewhere. The Claims tab on a deal is where your team reviews them, adds sources and decides what holds up.

The Claims tab#

Open a deal, click Diligence, then Claims. (Fit, Evidence, Claims and Research sit together under Diligence; the addresses of these pages haven't changed.) Each row shows:

Above the list you see the number of claims, plus 3 to review (AI suggestions) and 1 disputed when there are any. Click either to filter.

Use the Label and Review filter chips to narrow the list, and Clear filters to reset. Filters are kept in the address. Dismissed claims are hidden unless you pick Dismissed under Review.

Hover over a Slide 4 chip to preview the slide and quote; click it to open the slide on the Evidence tab. A link chip opens the page in a new tab. A data room chip opens the document at the page cited, an interview chip opens the recording at the moment quoted, and a research chip opens the brief. Your access is checked again each time: a data room file that was deleted, quarantined or moved to a folder you can't see shows as Data room file (no access), without its name.

Add a claim by hand#

For a number a founder gave on a call, or a line you read in the data room:

1. On the Claims tab, click Add claim.
2. Write the Claim in one sentence. Under Add the number, add the Metric, Amount, Unit and Period if there is one.
3. Pick the Owner (you, by default).
4. Under Source, choose Note (a call, a meeting), Link or File reference, and say what the source says.
5. Click Add claim.

The claim is Founder reported and Accepted (a person wrote it), and opens in the side sheet. You see "Claim added as Founder reported." with Undo, which removes it as long as nobody has added a source or task to it since.

Add as claim, or attach to a claim, from elsewhere#

The same two buttons appear where your team finds things:

• Interview: under Claims to check on the review page, Add as claim for a new claim the founder made, and Attach to claim for one that supports or contradicts an existing claim.
• Ask This Deal: under each source of an answer.
• Research: on each finding (Attach to claim was already there; Add as claim is new).

Both open a dialog showing the passage and where it came from. Nothing changes until you click Add claim or Attach. The source keeps the data room document with its version and page, or the interview with the time in the call, so anyone can open it later. If the passage was deleted or moved out of your reach in the meantime, you're told it is no longer available and nothing is added. The same passage can only be attached to a claim once.

Accept or dismiss#

AI suggestions stay lilac until a person reviews them.

• Accept: click Accept on the row or in the claim's side sheet. You see "Accepted:" and the claim, with Undo.
• Dismiss: open the row's menu (the three dots) and click Dismiss, or in the side sheet click Dismiss, add an optional reason under Why dismiss it? (optional), then Dismiss claim. You see "Dismissed:" and the claim, with Undo.

Dismissed claims are struck through, hidden from the list and kept in the history. To bring one back, filter by Dismissed, open it and click Restore: it returns as an AI suggestion.

Right-click a row (or press Shift+F10) for Open claim, Accept, Edit, Dismiss and Set label.

Keyboard shortcuts#

A and D show the same message with Undo as the buttons.

The claim side sheet#

Click a row, or press Enter, to open the claim in a side sheet. Use Previous claim and Next claim to move through the list. The sheet has:

• The statement, labelled AI suggestion, Accepted claim or Dismissed claim, with Accept, Edit and Dismiss (or Restore).
• Evidence label, to change the label with a reason.
• Owner, the teammate responsible for checking it.
• Sources, supporting and contradicting.
• Tasks, with Create verification task.
• Earlier statements, if the claim was edited.
• History, every change with who made it and when.

Edit a claim#

1. In the side sheet, click Edit (or choose Edit from the row's menu).
2. Change the Claim, Metric, Amount, Unit or Period.
3. Click Save as new version.

You see Saved as a new version. The earlier statement is kept. with Undo. The new version is accepted, keeps the label, owner and sources, and takes over the open tasks. The earlier statement appears under Earlier statements and never changes. Undo removes the new version, as long as nobody has added a source or task to it since.

If you open an earlier version, you see "A newer version of this claim exists." with Open the latest. Only the newest version can be changed.

Change the label#

In the side sheet, choose a label under Evidence label, add a reason if you like (it is kept in the history), then click Set to Corroborated (or the label you chose). You can also use the row menu or Set label on right-click. The change comes with Undo.

Corroborated needs a supporting source that isn't the deck or the founder's own interview (a data room document, a founder's request answer, research, or your team's note, link or file reference), or a reason. Without one, the reason becomes required in the side sheet; from the row menu, the claim opens so you can add either.

Setting a claim to Disputed opens a verification task, unless one is already open for that claim. When a task is created, the message says "A verification task was created." and there is no Undo: change the label back and cancel the task if it was a mistake.

Moving a Disputed claim to Corroborated or Founder reported resolves the dispute: its open verification task is marked done, and the message says so. Undo puts the label back and reopens that same task. Moving it to Unresolved leaves the task open, since nothing settled the claim yet.

Add a source#

1. In the side sheet, under Sources, click Add a source.
2. Choose the Kind of source: Note, Link or File reference.
3. Choose whether it Supports the claim or Contradicts the claim.
4. Fill in What the source says (for a note), the Web address (for a link), or the File name and Where it is (for a file reference), plus an optional Note.
5. Click Add source.

A supporting source never changes the label on its own: someone on your team decides when a claim is Corroborated.

A contradicting source:

• marks the claim Disputed,
• keeps every source, shown side by side under Supports and Contradicts,
• opens one verification task, or reuses the one already open.

For example, a deck says "20 enterprise customers" and an interview note says "12 unpaid pilots". Both stay on the claim until someone verifies it.

File references name a document and where it is, such as "Data room, Finance folder". The file itself isn't uploaded here. To cite a data room document at its page, use Attach to claim from Ask This Deal instead: the source then links to the document itself.

Verification tasks#

A verification task is a task to check one claim. It is created:

• Automatically, when a claim becomes Disputed. It is called "Verify:" followed by the claim, goes to the claim's owner (or the deal's owner, or you), and is due in 3 days. There is only ever one open verification task per claim.
• By hand, with Create verification task in the side sheet. The title, assignee and due date are filled in for you to change. Click Create task.

Verification tasks appear on the claim, on the deal's Tasks tab and in the assignee's My tasks, marked Verification. See Assignments, notes and tasks.

Owner#

Choose the Owner in the side sheet: Assign to me, a teammate, or Unassign. Only people who can open the deal can own a claim: Admins, Partners and the Analyst who owns the deal. The change comes with Undo.

Who sees and changes claims#

Committee members never see AI suggestions, dismissed claims, earlier statements, tasks, or the claims of deals before the Committee stage. Committee packets, where they will read these, arrive in a later release. Founders never see the claim tracker.

If someone else changed a claim a moment before you, you see "Someone else changed this claim a moment ago. Refresh to see the latest." Click Refresh and try again. Every change is recorded in the claim's history and the activity log.

Frequently asked questions#

Does accepting a claim mean it's true?#

No. Accepting means your team agrees the founder made this claim and it matters. Whether it holds up is the label: Corroborated when an independent source backs it up.

Why is a claim I can see on the slide missing?#

The analysis keeps a claim only when it can quote it from the slide's text. Look for Weak extraction on the slide in Evidence.

Does the founder see that a claim is disputed?#

No. Claims, labels, sources and tasks are internal to your fund.

Can the AI add a claim on its own?#

No. Interview, Ask This Deal and research suggestions become claims or sources only when someone on your team clicks Add claim or Attach.

Why does a source say "no access"?#

The data room file it cites was deleted, quarantined, or sits in a folder you can't see. The claim keeps the source, but its name and quote are hidden from you.