The Data Bridge
You control what investors see, who sees it, and how often it updates: live, by snapshot, or paused.
You start with a standard set of metrics shared with each investor, and every toggle is visible. Turn any off anytime, and the investor view updates immediately.
Each investor gets their own scope. Pausing keeps the investor connected and freezes their view on the last published numbers. You can resume whenever you want, and they never have to reconnect. Revoking ends the relationship. The investor loses access to this company and has to be re-invited before they can see anything again.
Choose the cadence per investor. The mode you pick is shown next to every connection so you always know what your investor is reading.
Every Configure Access dialog has a "Preview what your investor sees" affordance. Built from the same snapshot, the same cadence and the same privacy groups their view reads. Treat it as a close rehearsal of their screen rather than a copy of it.
Every publish, cadence change, and metric-visibility write is written to your audit log. Investor opens are not. The full list of changes (what changed, when, and whether it was you or someone else) is in Settings, under Audit log, filtered to Investor access. Clarifi records what you publish and change, not when an investor looks. There is no read event, so the log cannot tell you a number was opened.
Updates are paused. Any last published numbers stay visible as of that publish. They will refresh when the founder resumes sharing.
Request access to walk the sharing controls with our team: toggle metrics, switch cadence, and preview what an investor sees.
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