Share a deal with a co-investor
Send a co-investor a read-only summary you approve section by section, with the terms and the claims you checked, on a private link that ends when you choose.
When you lead a round, co-investors ask for your work. Instead of forwarding the memo or internal notes, send a summary you approve, section by section.
Create a link
- Open the deal and click the Co-investors button beside the tabs.
- Click New link.
- Fill in Who it's for. Only your team sees this name.
- Choose how long the Link works for: 3, 7, 14 (the default), 30, 60 or 90 days, or Until revoked.
- Switch on the sections to share, and edit each one:
| Section | Prefilled from | What the co-investor sees |
|---|---|---|
| Company summary | The deck analysis pitch, stage, sector and website | Your text |
| Round and terms | The deal's term sheet: round size, pre-money valuation, instrument, your role | The lines you keep. Leave a value empty to leave it out, and add lines such as the allocation open to co-investors |
| Verified claims | Accepted claims on the deal, corroborated ones ticked | The claims you tick, each with its label, such as Corroborated. Never the evidence |
| Why we're investing | The thesis rules the deal matches and the deck's strengths | Your text. Never your scores |
| Documents | Whether the deal has a data room | Your text, usually how to ask for a guest invite |
- Optionally add a Note at the top.
- Click Create link, then Copy link and send it. The link is shown only this once.
Files aren't shared through this link. To give a co-investor documents, invite them as a guest to the deal's data room with the folders they need. See Guests and sharing.
What the co-investor sees
A page on your portal's address with your fund's logo, the company, who shared it, and the sections you chose, in that order. It says the summary is confidential and when the link ends. Later changes to the deal don't change it.
Manage links
The sheet lists every link with who it's for, the sections, its status (Active, Expired or Revoked), the number of opens and the last open.
- Preview shows exactly what the co-investor reads.
- Revoke stops the link at once. It can't be turned back on; share again with a new link.
Who can do what
| Role | Co-investor links |
|---|---|
| Admin, Partner with approvals | Create and revoke on deals they can edit |
| Analyst, or a partner without approvals | See the links and preview them; ask a partner to share |
| Committee member | No access |
Sharing is outbound, so it needs a partner's approval, like anything else that leaves the fund. Your portal must be published, because links open on its address.
Frequently asked questions
Can the co-investor forward the link?
Anyone with the link can open it until it ends or you revoke it. Keep the end date short and revoke links you no longer need.
Is the reader identified?
No. We count opens and record when the link was last opened, without the reader's IP address or email.
Related: Share a deck by link, Claim states, Closing and the term sheet.
Something unclear or missing? Tell us