A project is one target company and one assessment. Everything else — documents, findings, reports, shares — hangs off it.
Create it
Go to Projects → New project. You need three things:
- Company name. What the target is called. It appears on the report.
- Assessment template. How deep the review goes. This is the decision that matters most, because it sets the review areas and the questions inside them.
- Scope notes. Anything the assessment should take into account: a carve-out boundary, a specific concern from the investment committee, a system that is explicitly out of scope.
Choosing the depth
- Light Touch — a shorter pass for a screening decision or a small target. Fewer areas, headline questions only.
- Deep Dive — the full question set, for a target where the technology is central to the price.
Both are available on plans that include advanced assessment templates. If your plan does not, the standard template is used, which covers the core review areas.
Pick the shallower one if you are unsure. Widening scope later is a setting; narrowing it after the report has been drafted means throwing work away.
What appears immediately
- Review areas, one card each, all showing In Progress. Nothing is rated until there is evidence to rate.
- A request list, derived from the scope. This is what you send to the target.
- An empty document list, waiting for material.
How many projects you can have open
Your plan sets a limit on active projects. Archiving a finished project frees the slot and keeps its report and version history intact. You can see your current limit and usage under Settings → Plan and billing.
A sample project is always there
Every workspace has a sample project with material already loaded. It is the fastest way to see what a finished review area looks like before your own documents arrive, and nothing you do to it affects your real projects.