Countercyclical Docs
  • Welcome to Countercyclical
  • Guides
    • Terminology
    • Platforms
    • Integrations
      • Airbyte
      • Google Drive
      • Google Sheets
      • Zapier
  • Fundamentals
    • Workspaces
    • Navigation
      • Command Palette
      • Exploration & Recents
      • List vs. Grid View
      • Quick Actions
    • Search
      • Filters
      • Companies
        • Charts
      • Economic Data
      • Model Syncing
    • Investments
      • Tabs
        • Overview
        • Analysis
        • Valuations
      • Actions
      • Comments
      • Invitations and Sharing
        • Share
      • Quick Versioning
    • Valuations
      • Sensitivity Analysis
      • Assumptions
    • Memos
      • Sources
    • Teams
    • Pipelines
    • Profile
    • Settings
      • Account
        • General
          • Connected Accounts
            • Google Sheets
            • Google Drive
        • Preferences
        • Notifications
        • Sessions
        • Account Security
        • Plans
      • Workspace
        • General
        • Advanced
          • Access
          • Identity
          • Appearance
          • Usage
          • Developers
        • Permissions
        • Integrations
        • Workspace Security
          • SAML SSO
          • Audit Logs
        • About
  • Use Cases
    • For Analysts
    • For Research Teams
    • For Organizations
    • For Education
  • Developers
    • Getting Started
    • Authentication
    • Rate Limiting
    • Versioning
    • Endpoints
      • Investments
      • Valuations
      • Memos
      • Teams
      • Assumptions
      • Pipelines
    • Webhooks
  • Extras
    • Security
    • Billing
    • Imports
      • Formatting Guide for Imports
    • Exports
      • Export User Data
    • Enrichment Data
    • Troubleshooting
  • Links
    • Website
    • Dashboard
    • Request a Demo
    • LinkedIn
    • Twitter / X
    • Dribbble
Powered by GitBook
On this page
  • Users
  • Members
  • Workspaces
  • Investments
  • Collaborators
  • Valuations
  • Teams
  • Assumptions
  • Templates
  • Memos
  1. Guides

Terminology

Some useful Countercyclical-related terminology as you're using the platform.

PreviousWelcome to CountercyclicalNextPlatforms

Last updated 7 months ago

Users

A user is anyone with an active account on Countercyclical.

Members

A member is a user that's part of a workspace.

Most often, these are users with member (default), admin, or guest permissions.

Please see Permissions for more information on this.

Workspaces

A workspace is where all of your investments, valuations, and teams live.

A user can have multiple workspaces.

Investments

An investment is any searchable asset on Countercyclical.

These mostly include traditional equity and debt issuances for publicly-traded companies.

Collaborators

A collaborator is a workspace member that's been invited to an investment.

Valuations

A valuation is a collaborative document that members create within an investment.

These are often created based on some form of scenario analysis (Base case, grey sky, blue sky, etc.), but can be used in whatever manner the workspace members would like.

Teams

A team is a group of members within a workspace.

Teams are most often used for giving visibility to a lot of investments (and valuations) at once along with leveraging assumptions.

Assumptions

Assumptions are saved inputs (growth rate, terminal rate, terminal period, and discount rate) that are used when generating valuations.

Templates

Templates are reusable settings that a user, team, or entire workspace can leverage when creating new investments and valuations.

These settings include certain invitations, valuations to create with each new investment based on scenario, etc.

Memos

Memos are documents members can craft to share insights and findings with other stakeholders both inside a workspace or out.