Workspaces
Create or join a place where all your resources for your investment research & due diligence processes can live.
What are Workspaces?
Workspaces are the cornerstone of your experience on Countercyclical, providing a centralized, secure, and customizable environment tailored to your organization's investment research and valuation needs.
Whether you're collaborating across teams, analyzing data, or sharing insights, Workspaces keep everything organized and easily accessible.
Key Features of Workspaces
Resource Management
Workspaces house all your organization's resources, including:
Isolated Research (via Investments): Store and categorize your team’s analysis on individual corporate assets.
Valuation Models: Centralize access to models via sharing and permission on Investments.
Financial Findings: Easily access links to SEC filings, press releases, and more information integral to your due diligence process.
Collaborative Interactions
Facilitate seamless teamwork within your Workspace:
Shared Access: Grant permissions to team members based on roles.
Activity Tracking: Monitor key actions, such as resource creation, updates, and discussions.
Commenting: Annotate resources for in-depth discussions.
Custom Branding and Configuration
Personalize your Workspace to reflect your organization's identity:
Custom Subdomains: Access your Workspace using your organization's unique URL.
Branding: Upload your logo and customize theme colors.
Workspace Analytics: Gain insights into user activity and resource utilization.
Enhanced Security
Built to meet our high standards for enterprise-grade workflows, Workspaces provide owners & admins with:
Role-Based Access Control (RBAC): Define granular access permissions for users.
Domain Restrictions: Restrict authentication to verified domains associated with your organization.
Audit Logs: Track and review all workspace activities.
FAQs
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