Help

Get support for mandate setup, capital pipeline, EOIs, diligence, SPV, reports, packaging review, and network activation.

Available
Help
Open diligence room

Help detail

Diligence Access Help

Understand confidentiality, KYB/KYC, restricted documents, Q&A, and room visibility for Nirvana Phase One.


Sections

OverviewLinked recordWorkflowEvidencePacketLifecycleWhat to checkInvestor next stepFactsGuardrail

Help record

Diligence Access Help

Understand confidentiality, KYB/KYC, restricted documents, Q&A, and room visibility for Nirvana Phase One.

Available
Linked record

Diligence

Record signal

Available

Status

Available

Next gate

Open diligence room

Linked record context

This record is kept tied to its governing object so state, source, and next action remain clear.

Linked record

Diligence

FieldWhy it mattersSignal
Linked recordPrimary object this record is tied to.Diligence
Record signalThe main amount, package, delivery, or capital signal to inspect.Available
StatusCurrent visible state for this role.Available
Next gateNext allowed action or review step.Open diligence room

Help workflow

Review the record summary, status, related facts, evidence, and next gate before taking action.

1

KYB/KYC status

2

Confidentiality acknowledgement

3

Restricted file access

4

Q&A visibility

5

Source-backed answer requirements

Evidence and source path

Evidence should stay near the decision it supports and remain visible to the right role only.

1

KYB/KYC status

2

Confidentiality acknowledgement

3

Restricted file access

4

Q&A visibility

5

Source-backed answer requirements

6

Diligence

Record packet

The record packet keeps the visible facts, source state, and allowed action in one place before the user moves deeper into the workflow.

Record state

Available

SignalVisible valueWhy it matters
Linked recordDiligenceShows the governing object this record belongs to.
Record signalAvailableHighlights the main value, delivery, capital, or performance signal.
Next gateOpen diligence roomClarifies what the user can inspect or do next.
Source stateSource-backedKeeps placeholder, source-backed, and planned integration data separate.
VisibilitySupport explains access and visibility; it does not grant approval or publish restricted recordsProtects private bids, quotes, payments, and restricted diligence fields.

Record lifecycle

This record follows a source-backed review path before any governed action is taken.

StageOwnerSignalState
Record openedRegisterDiligence
Complete
Current stateUserAvailable
Available
Next actionUserOpen diligence room
Next
Decision supportReviewerEvidence and source boundary
Pending
OutcomeGoverned workflowHuman-controlled outcome
Planned

What to check

Use this guide when an investor can see an opportunity but is unsure which access gate or document step is still needed.

KYB/KYC status
Confidentiality acknowledgement
Restricted file access
Q&A visibility
Source-backed answer requirements

Investor next step

Open the diligence room after checking the gate state, then use the Q&A flow for missing source-backed answers.

Support area

Diligence room access

Applies to

Nirvana Phase One diligence room and restricted investor files

Best next step

Confirm access gates, then review the room contents and Q&A register

Boundary

Support explains access and visibility; it does not grant approval or publish restricted records

Record facts

Support area

Diligence room access

Applies to

Nirvana Phase One diligence room and restricted investor files

Best next step

Confirm access gates, then review the room contents and Q&A register

Boundary

Support explains access and visibility; it does not grant approval or publish restricted records

Governed action guardrail

Atlas may summarize this record, explain gaps, and draft questions. It cannot approve, deny, publish, pay, award, select, or execute the next governed action. Human owners remain responsible for every decision gate.