Ask a teammate to answer part of a request
Hand one section of a fund's request to a teammate, such as Legal to your lawyer. They answer only those questions, and you check and send everything.
Some requests have sections, such as Revenue, Customers and Legal. You can ask a teammate to answer a section while you answer the rest.
Hand a section to a teammate
- Open the request under Requests.
- Next to the section's heading, tap Ask a teammate.
- Pick someone already on your company, or Someone new and enter their Name and Work email.
- Tap Send them the link.
They get an email listing their questions, with a link to the fund's portal. They sign in with that email address. The section shows With [their name].
What your teammate sees
Only the questions in that section, with a line saying you check and send them. Their answers save as they type, the same way yours do. They can't send anything to the fund.
You see their answers on your request, marked Saved by [their name], and you can change them before you send.
Take a section back
Tap Take back next to the section, then confirm. Their link to those questions stops working at once. Anything they saved stays on your request.
Frequently asked questions
Can my teammate see the rest of the request?
No. They see only the questions in the section you handed to them.
Who sends the answers?
You do. The fund sent the request to you, so you check everything and tap Send answers.
Does the fund see who answered?
Yes. The fund sees which teammate answered a question, next to the answer.
Something unclear or missing? Tell us