Share
Create a shareable link to allow anyone to quickly view your work.
Last updated
Create a shareable link to allow anyone to quickly view your work.
Last updated
Sharing an investment or valuation allows anyone with a the link to view the item.
Sharing can useful for those outside of the immediate due diligence process to get insight into a particular investment or valuation.
Sharing in Countercyclical is simple, and takes only a few seconds to do:
Inside of an investment or valuation, click on the button in the top right named "Share". This is also where you invite your workspace members to an investment:
Once the modal has popped up, click on the right-most button titled "Share". Then, click on the switch button next to the title "Create Public Link":
Please note that sharing an investment or valuation gives view access to anyone with the link.
Share active links at your's and your team's own discretion.
After you get this to this step, you will have generated a public link for the entire investment:
If you want to limit visibility to a single valuation within your investment, click on the Visibility dropdown and selection "Valuation":
Once you've selected "Valuation" for the visibility setting, you should see that a new dropdown now shows that allows you to select which valuation you'd like share:
After selecting a valuation, your link will reactivate and be shareable just like before:
By default, those with access to the link are only able to view an investment or valuation. Edit, comment, and other elevated permissions are disabled.
That said, further functionality may be supported in the future.
If you wish to turn off a link, simply click on the button titled "Turn Off Share".
If you wish to regenerate a link, follow the same step as above for turning a link off, but then click on the switch button again to regenerate the link (adjust any visibility settings as necessary):
