# Track and verify claims

> The Claims tab lists every claim on a deal with its label and sources. Add claims by hand, accept or dismiss with Undo, edit with history and verify.

Source: https://delsivo.com/help/claims-and-research/claim-tracker · Updated 2026-11-07

## Key takeaways

- The Claims tab lists the newest version of every claim on a deal, with its evidence label, review state, sources, owner and open tasks.
- Add a claim by hand, or with Add as claim from an interview, Ask This Deal or research. It starts as Founder reported, with a source that keeps where it came from.
- Accept and Dismiss happen at once with Undo. Editing saves a new version; the earlier statement is never overwritten.
- A contradicting source marks the claim Disputed, keeps both sources side by side and opens one verification task. Resolving the dispute closes it.
- Committee members never see AI suggestions or dismissed claims: only accepted claims of deals at the Committee stage or later.

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](/help/applications/deck-analysis)), 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:

| Column | What it shows |
|---|---|
| **Claim** | The statement, with its metric, amount, unit and period, and **Version 2** if it was edited |
| **Label** | **Founder reported**, **Corroborated**, **Disputed** or **Unresolved**. See [Claim labels](/help/claims-and-research/claim-states) |
| **Review** | **AI suggestion** (lilac), **Accepted** or **Dismissed** |
| **Sources** | Chips such as **Slide 4**, **Analyst note**, **Link: example.com**, **File: Bank statement.pdf**, **Bank statements v2, p. 7** (a data room file), **Interview 5:05** or **Research: example.com** |
| **Owner** | The teammate who owns the claim, or **No owner** |
| **Open tasks** | How many open tasks the claim has |

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

| Key | What it does |
|---|---|
| J or Down arrow | Next claim |
| K or Up arrow | Previous claim |
| Enter | Open the claim's side sheet |
| A | Accept the claim |
| D | Dismiss the claim |

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](/help/pipeline-and-committee/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

| | Admin, Partner | Analyst who owns the deal | Committee member |
|---|---|---|---|
| See claims | Every deal | Yes | Accepted claims only, of deals at **Committee**, **Terms** or **Closed**, in their committee packet |
| Accept, dismiss, edit, label, add sources, set owner | Yes | Yes | No |
| See claim tasks | Yes | Yes | No |

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](/help/team-and-settings/exports-and-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.