Team — Collaborators & Founding Team

Invite co-founders and advisors into your venture with Owner, Editor or Viewer access — and keep your founding team and cap table in one place.

What it is

Team has two parts:

• Collaborators: who can access this venture in Venture OS.
• Founding Team: your co-founders, shareholders and ownership split (cap table).

Collaborators

The venture owner can invite people by email and choose their access:

| Role | Access | |---|---| | Owner | Full access, including inviting and removing people | | Editor | Can view and edit the venture | | Viewer | Can view only |

How invites work:

• The person receives an email with an invite link. They sign in, or create a free account, to accept.
• Each invite shows as Pending, Active, Expired or Revoked.
• For pending invites, the owner can Resend. Owners can also change a role or remove a collaborator.

Give advisors and mentors Viewer access unless they're actively writing with you.

Founding Team (cap table)

This section is shared with Idea Book → Founding Team, so changes in either place are the same data. You can record:

• Shareholders by category: Founder, SAFE investor, Convertible note, ESOP pool, Advisor, Common, Series investor, Warrant holder, Other.
• Ownership: current and fully diluted percentages, plus holdings and instrument terms (for example SAFE cap and discount, note interest and maturity, ESOP vesting).
• Settings: display currency (AED, USD, GBP or EUR), USD→AED rate, valuation cap, authorised shares, key dates, a timeline of equity events, and saved dilution scenarios.

Reset setup clears valuation and share settings. Use it with care.

For the full walkthrough, see the Founding Team guide in the Idea Book guides.

Open Team