Assigned work
Partners see the checklist, Q&A, signatures, and activity relevant to their role, not every governance control.
Advisor work without broad room exposure
Counsel, advisors, experts, and approval partners need accountable collaboration. Clarity keeps those tasks narrow, governed, and distinct from investor review.
The partner lane is intentionally smaller than the Managing Member workspace. It supports assigned tasks while the Deal Team remains the source of release and access decisions.
Uploads, answers, checklist changes, and signatures are retained as part of the room record so the Deal Team can review what happened without widening access unnecessarily.