Settings
Your organisation profile feeds the valuations and the brand matching, so it is worth keeping accurate.
Your logo and colours are applied to every report and prospectus you export, so a document you send a sponsor looks like it came from you rather than from a tool.
SVG or PNG, at least 512px. A version on a dark background helps for report covers.
Used for headings, chart accents and the report cover. Marquee checks the contrast of whatever you pick and warns you if body text on it would be unreadable.
Connectors pull the numbers that feed your performance reporting. Any measure without a live source is clearly marked as manual in every report — so a sponsor always knows what is measured and what is estimated.
Required for Owner and Commercial Manager roles.
Available on the Enterprise plan.
Sign users out after a period of inactivity.
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Share your transacted deal values, de-identified, to improve the comparable data everyone is priced against. Off by default. You can see exactly what would be shared before enabling it.
Off by default. Tools work from organisation and asset data only unless you turn this on.
Your full inventory, pipeline, contracts, deliverables and reports as CSV and PDF. Available at any time, including after you cancel.
Permanently removes the organisation, its inventory, its partner records and all history. This cannot be undone.