Review a founder's answers
When a founder submits, review each answer beside its question. Accept it, or flag it with a note and send the flagged items back. Revoke or extend as needed.
Open a request from the deal's Requests tab or the Requests page. It opens in a side sheet with each question beside the founder's latest submitted answer. Founders' unsent drafts never show here.
When answers arrive
When the founder submits, the request moves to Submitted and the side sheet says how many answers are waiting, for example "3 answers to review." The teammate who created the request and the deal's owner get a Request answered notification, "[Company] answered your request", with a Review the answers button. Choose how it reaches you in Notifications.
Answers in parts
If you allowed Let the founder send answers in parts, answers can arrive while the request is still In progress. The side sheet says how many are ready, for example "The founder is sending answers in parts. 2 answers to review now." Accept them or flag them as below, and use Send back to the founder for flagged items without waiting for the rest.
Review each item
Each item shows its question, its state and the answer, with the version and when it was sent. Earlier answers are folded below it. Questions sit under their section headings.
- Amounts show with their currency, dates in full, and web addresses as links that open the founder's site in a new tab.
- Repeating rows show as a table with your columns.
- If the founder asked a teammate to answer, the item shows the teammate's name and the answer says answered by [name].
- A follow-up question whose condition didn't apply shows Skipped, with the reason, such as "Shown when "Do any customers prepay annually?" is Yes." It doesn't hold up completion.
| Item state | Meaning |
|---|---|
| Waiting | No answer yet |
| To review | The founder answered. Your turn |
| Not applicable | The founder said it doesn't apply, with a reason |
| After the term sheet | The founder will share it in confirmatory diligence, after a term sheet, with an optional note. Accept it to take that answer for now, or flag it if you need it before |
| Accepted | You accepted the answer |
| Changes requested | You flagged it with a note for the founder |
- Accept: click Accept. You see that it was accepted, with Undo.
- Request changes: click Request changes, write a note under Note to the founder (they see this), such as "Count fleets, not riders, and give the month for each.", then Flag for changes. Keep internal thoughts in the deal's notes, not here.
- Ask for this item: for an optional question the founder left empty, flag it with a note so they answer it.
- Undo accept or Withdraw request puts an item back to where it was.
Files
A file answer shows its name and the virus check:
- Checking for viruses: it opens once the check is done, usually within a minute.
- Open: the file is clean. It opens through a short-lived link, after Delsivo checks you may see the deal.
- Blocked: it failed the virus or file type check and can't be opened. Ask the founder to upload it again.
Send flagged items back
When you have flagged one or more items, click Send back to the founder (2). Send 2 items back to the founder? explains that they get one email listing these items with your notes, and accepted answers stay accepted. If the due date is close, you are told to extend it first. Click Send back.
You see Sent back to the founder with your notes. The request moves to Changes requested, the founder can edit only the flagged items, and reminders start again on the same cadence.
Complete
When the last item is accepted (optional questions left empty count as settled), you see "Accepted. Every item is accepted, so the request is complete." The request is Complete and reminders stop. Undo accept on an item reopens it for review.
Record an answer on the deal
Once you accept an answer, Record on the deal opens with the founder's answer at the top.
- On a claim: pick the claim and whether the answer Supports the claim or Contradicts the claim. When the claim's number differs from the answer, the claim shows the difference, such as "The claim says 40; the answer says 38.", and Contradicts is suggested. Recording a contradicting answer marks the claim Disputed and opens one verification task for its owner. The claim's other sources stay.
- As a company fact: pick the fact, such as Customers or Monthly recurring revenue. If the deal already has a different value, you see where it came from, such as "the deck says 40.", and the button reads Record beside it. The founder's answer is added next to the deck's value; nothing is deleted.
After recording, the item lists where the answer went, with the claim's label now and any conflict, such as "Other sources say 40." On the deal, the claim lists the form as a source, and the Evidence tab shows Founder form answer beside the deck's value, marked Differs from the deck when they differ.
Only accepted answers can be recorded, and only by people who can change the deal. Recording the same answer on the same claim twice changes nothing.
Extend the deadline
Click Extend deadline (or Reopen with a new deadline for an expired request), choose the New due date and confirm. You see Deadline updated.
- For an open request, the founder sees the new date at once. No email is sent.
- For an expired request, the founder can answer again until the new date, and reminders resume.
Revoke a request
Click Revoke, then Revoke request in Revoke this request?. The founder's link stops working at once, no more reminders go out, and any email still waiting to be sent is cancelled. Answers already submitted stay with the deal. You see Request revoked. The founder's link no longer works. A complete request can't be revoked.
For a draft, the button reads Delete draft.
Who can review
Admins, Partners and the Analyst who owns the deal can review, send back, revoke and extend. Only Admins and Partners send new requests. See Send a request to a founder.
Frequently asked questions
Does the founder see my review note?
Yes. Notes written with Request changes are shown to the founder, and they see which answers you accepted. They never see your deal notes, scores or anything else about the deal.
Can I undo recording an answer on a claim?
Not from the request. The source stays on the claim with the answer's version, so the history is kept. Change the claim's label on the Claims tab if needed.
The founder answered a question I sent back. Where's their first answer?
Each revised answer is a new version. The earlier one is folded under the item, so you can compare.
Can I accept a question the founder didn't answer?
No. Flag it with Ask for this item, or leave it if it's optional.
Something unclear or missing? Tell us