You can ✓
- Use the workbook internally across your firm, fund, portfolio companies, and affiliates.
- Modify formulas, add sheets, rebrand for internal decks, and integrate outputs into reports.
- Share with auditors, advisors, and contractors working on your behalf under NDA.
- Use outputs (numbers, charts) in client deliverables, board materials, and investor updates.
You cannot ✗
- Resell, sublicense, or redistribute the source workbook in any form.
- Publish the workbook publicly, post it to file-sharing sites, or include it in training data.
- White-label the workbook as your own product without an enterprise license.
- Use it on behalf of more than one organization with a single seat (each org needs its own license).
Enterprise & white-label
For multi-entity, white-label, or embedded use cases (consultancies productizing the model for clients, platforms embedding it for users), contact us for a scoped enterprise license.
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