# Your First Diligence Case

Organize an asset, inspect the supporting evidence, and begin a scenario.

Canonical URL: https://docs.phasefolio.com/workspace/quickstart
Last updated: 2026-09-08

## 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](https://phasefolio.com/contact) 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](https://docs.phasefolio.com/workspace/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](https://docs.phasefolio.com/workspace/exports). Sharing an output is a separate decision from generating it.