Send your model safely, keep track of versions, and answer questions.
Share a model
Each investor gets their own private link.
On the model page, click Share with investor.
Enter the Investor email, and their name and a short message if you like.
Choose when the link expires: 7, 30 or 90 days.
Decide whether they can try scenarios and what-if sliders (nothing they do is saved), and whether they can download the Excel file.
Click Send secure link. They get an email with the link.
Under Shared links you can see who opened it and when, Resend a fresh link, or Revoke it.
Why it matters
A private, expiring link that only opens for the right person is much safer than emailing a spreadsheet around. And you can see whether it's actually been read.
caiflo
Locked versions
Sharing freezes the model, so you always know exactly what each investor saw.
When you share, Caiflo saves a numbered version and locks the model.
To change it, click Unlock to edit. If you followed a link to an edit page, click Unlock and continue editing and you're taken straight back to where you were going.
Investors always see your latest saved model. Every change since the version they were sent is highlighted, and listed under History → Changes & versions.
Click Lock again when you're done, or share again to save a new version.
Why it matters
If an investor asks "why did revenue go up since last week?", you can show them exactly what changed and when. That openness builds trust. See Locked model and tracked changes.
Comments and questions
Investors can comment on any line, chart or input. You answer in the same place.
When an investor comments, the bell at the top shows a number and we email you (at most one email per model every 10 minutes).
Open the model and click Comments, or click the comment bubble next to the line.
Reply in the thread. Each investor only sees their own conversation with you.
Add a private note for yourself on any line. Investors never see those.
Why it matters
Questions answered right next to the numbers are clearer than a long email chain, and nothing gets lost between versions.
