Your First Diligence Case

Before you begin

Workspace is available to enterprise organizations. Sign in with an account that belongs to an organization with Workspace access. If your organization does not yet have access, contact PhaseFolio to request it.

Begin with a deal

Open Workspace and go to Deals. Choose New Deal to create a company-level opportunity.

In Create deal, choose an existing company or create a new one. Enter a company name when needed, give the deal a useful label, and fill in the relevant process context. Choose Create Deal.

Use a label that another team member can recognize. A deal is the opportunity being evaluated; an asset or program is the specific development context within it.

Add or open an asset

Open the deal and use New Asset or Add Asset where shown. Enter the asset context and open its Asset Workspace.

Inspect the available asset information, clinical-trial evidence, notes, and Evidence Register. Keep assumptions separate from sourced facts. Add source links and context that a reviewer can follow.

Create the first model

Use the available valuation/model action for the asset. Review the indication track, development stage, phase assumptions, costs, and commercial assumptions before calculating.

Save a clearly named case so the next reviewer understands what it represents. A calculated value reflects the supplied assumptions and methodology; it is not a prediction or recommendation.

Revisit and compare

Saved valuation models offer View Results and Edit Inputs. Use Assumptions and scenarios to make the relationship between inputs and outputs explicit.

Check the active organization and your role if editing controls or records are unavailable.

Prepare a reviewable output

Use the export or Asset Snapshot actions associated with the relevant case. Review exactly which asset, indication tracks, and model outputs are included before sharing.

See Exports and snapshots. Sharing an output is a separate decision from generating it.