Total portfolio value $6,184,500
2023202420252026
Workspaces & Permissions
Switch workspaces and control who sees what
Keep personal, family, and syndicate portfolios apart, run your company in its own workspace, and share each one with exactly the right people.
Workspaces
Every portfolio and company, one login
Create separate portfolios for yourself, your family, or a syndicate, and add the companies you run as founder workspaces. Switch between them from the top of any screen.
- Investor portfolios and founder workspaces together
- Switch from anywhere in the app
- Create a new portfolio in seconds
Sharing
Share view or edit access
Invite a partner, family member, co-investor, or accountant to a portfolio as an editor or a viewer. Everyone sees the same numbers and nobody works from a stale PDF.
- Owner, editor, and viewer roles
- Portfolios shared with you appear in your list
- Notifications when someone shares with you
On the web
The same workspaces in your browser
Switch to a family portfolio from the sidebar, open Sharing to see who has access, and know multi-factor authentication is on for every sign-in.
At a glance
- Roles: owner, editor, and viewer
- 3
- Required on every sign-in
- MFA
- Login for portfolios and founder workspaces
- 1
- Change or remove someone’s access
- Any time
Account security
Your account, locked down
Manage your profile, workspaces, notifications, and security settings in one place, including Face ID on iOS. Every account is isolated and every sign-in requires multi-factor authentication.
- Security settings and Face ID on iOS
- Mandatory multi-factor authentication
- Strict per-account data isolation
Who it is for
Built for shared portfolios
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Families
Granular permissions for family, staff, and advisors.
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Syndicates and SPVs
Give LPs and co-investors their own view of a vehicle.
-
Accountants
View-only access so your accountant sees the same numbers.
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Founders who invest
Your company and your portfolio, one login.
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Multiple portfolios
Keep personal, family, and fund holdings separate.
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Control
Change or remove access at any time.
Frequently asked questions
Common questions about Workspaces & Permissions in Raziel.
What roles can I give people?
You can share a portfolio as an editor, who can make changes, or as a viewer, who can see everything but change nothing. The person who created the portfolio is its owner.
Can I have more than one portfolio?
Yes. Create separate portfolios for different people or purposes and switch between them from the top of the app.
Can I use Raziel as a founder and an investor?
Yes. Founder workspaces for the companies you run sit next to your investor portfolios under the same login.
How is my data protected?
Every user signs in with mandatory multi-factor authentication, every record is isolated to its account, and role-based permissions control who sees what in each workspace. Your data is never used to train models. See the security page for details.
Workspaces & Permissions
Share the right view with the right people
Start free and set up portfolios for yourself, your family, and your partners.