Directories — companies, investors, and projects
Role on the platform
The administrator sidebar exposes three separate directories that should not be confused:
| Menu entry | Business object | Primary use |
|---|---|---|
| Companies | Registered company accounts | KYC, validation, linking to projects and offers |
| Investors | Investor accounts | Profiles, documents, subscription history |
| Projects | Projects created by companies | Progress tracking, milestones, linking to offers |
These screens list business resources; investment offers and the payment schedule are covered in other modules (see Offer validation and Planning, calendar, and financial flows).
Companies
- Access from Companies in the My workspace section.
- Browse companies, open a record, and access actions allowed by your permissions (audit, documents, etc.).
- Statuses (trial, active subscription) align with subscription management on the user side.
Investors
- Access from Investors.
- Consolidated view of investors: search, filters, access to account details.
- Useful for support, document control, and correlation with investments (investment management).
Projects
- Access from Projects (admin-side project list).
- Track projects published by companies independently of investment offers: a project can exist before an offer is submitted or validated.
- For business validation of offers, refer to Offer validation.
Good practices
- Always check subscription context (trial vs paid) before a sensitive action.
- Cross-reference Company → Projects → Offers to understand the funding cycle.
- Destructive or irreversible actions generally go through dedicated screens and access rights explicitly granted to the relevant roles.