For founders and business owners

Share a project with scoped access

Bring people in without handing over everything.

What it is

Project-level collaboration where you invite someone by email to one specific project and give them a role (editor, viewer, or chat-only advisor) plus a section-by-section allow-list that controls exactly which research sections they can see. Unlike account-level business teams that share a credit pool across separate projects, this brings a collaborator into a single project you already own. On a project funded by a team, you can share with people on that team or on an email domain the team has approved.

Why it matters

Different people need different context. An advisor might only need the notebook; a builder only the product and engineering documents. Scoped access lets you collaborate without exposing your full private research.

How it works

From a project's team page, invite by email, pick a role, and choose the sections. Whoever funds the project pays for the work on it, which is the owner on a personal project and the team on a team funded one, and you can change or remove access at any time.

What the limits cover

The sections you pick govern what that person reads and what the notebook will answer them from, including the citations under an answer. Your action plan is written from every section at once, so limiting someone to a few sections leaves them out of the action plan as well. There is a separate switch to share it with them when you want to. Your investor pack is never shared: the valuation, the raise and the memo stay with you whoever you add.

Work it through together, live

When a decision needs more than a comment thread, open a live session on the project. It is a shared conversation in real time: you and your editors ask questions against your research and everyone in the room watches the answers appear at once. Viewers and chat only advisors read along rather than post. A session runs against a fixed credit budget and the room shows what has been spent against it, so a long conversation cannot run away with your balance, and what you decided is folded back into the project when the session ends.

What a live session can see

A session is one shared room, so the answers in it draw on what the person who opened it can see, and everyone in the room reads them. Open one yourself and you are putting your own research and action plan in front of whoever joins, including a teammate you limited to a few sections. If a teammate opens one instead, it draws only on what they could already read on their own. Your investor pack is left out of every session.

Stay on top of it

The bell in the header collects what happened on your projects while you were elsewhere: a document finishing, a change to your credits or your billing, and, on a document you bought, the moment your free revision window is close to closing. Each one links straight to the thing it is about, and stays in the list until you have read it. If you would rather hear about it the moment it happens, turn on browser notifications in your account settings, and turn them off again from the same switch.

Nothing is left behind when someone leaves

When you remove somebody from a project, you can choose a teammate to take over the people they were talking to. Their outreach contacts, running sequences and open conversations move to that teammate, and a step that was still waiting restarts with a fresh connection request from the new owner rather than going out under the old name. Each open conversation also gets a drafted handover note that introduces the new owner, so no buyer is left waiting on a reply from someone who has gone, and the history stays attached so the new owner can pick it up where it stopped.

Try Share a project with scoped access

Describe your idea once, and the research, your documents, your prototype and your live page are all written from it. Starter is $55 a month, with fourteen days to change your mind.

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