Glossary
Company contact
The person at the company who grants Zoe access to the company’s systems. A CEO, a CFO or an operations lead can hold the role. They open the Company Invite, accept the Data Processing Agreement, and connect the sources in their own session. The investor never sees a credential.
Related terms
From term to finding
Ask to see the language inside a Deal Package.
A finished example shows how operating signals become scored findings for the IC.