Team & Collaboration
Invite team members, share plans, and collaborate in real time.
Inviting Team Members
Invite teammates by email with the right role — Owner, Admin, Editor, or Viewer.
Updated Jun 4, 2026
Real-Time Collaboration
Edit plans simultaneously, see who is working where, leave comments, and track activity.
Updated Jun 4, 2026
Sharing Plans Externally
Share plans with investors and advisors without requiring them to create an account.
Updated Jun 4, 2026