Core concepts
Colabra becomes easier to use once the object model is clear. Most actions in the product are just different ways of moving between these objects.
| Concept | What it is |
|---|---|
| Workspace | Your team boundary. Owns members, settings, integrations, automation defaults, and reusable configuration. |
| Project | A single deal. It contains the evidence, findings, entities, tasks, requests, reports, and saved views for that transaction. |
| File | A piece of evidence. Files are uploaded or synced, then processed into extracted data, entity links, and findings. |
| Entity | A company, person, facility, or jurisdiction discovered in the evidence and linked into the org-structure and risk model. |
| Perimeter | The in-scope boundary of the transaction. It lets the team distinguish the entities that matter to the deal from background entities discovered in documents. |
| Finding | A risk item generated from extracted evidence and evaluated against your diligence guardrails. |
| Task | A work item used to review, resolve, or follow up on diligence work. |
| Request | A follow-up ask tied to a task, sent to sell-side or advisers, and tracked through response and resolution. |
| Report | A written output created manually or generated from a built-in report type. |
| View | A saved filtered lens over projects, files, entities, or tasks. |
How the objects fit together
The basic shape of the product is:
- A workspace contains many projects.
- A project contains many files.
- Files produce entities and findings.
- Findings and gaps turn into tasks and requests.
- The team uses views to monitor those objects and reports to publish conclusions.