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A project is the central workspace for a deal, asset, or diligence engagement. Everything in Daedaline — documents, questions, reports, and counterparty Q&A — lives inside a project.

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Creating your first project

  1. Navigate to the Projects page from the main navigation.
  2. Click the Add Project button in the top-right corner.
  3. Enter a name for the project and select an ownership type:
    • Prospect — for deals or assets under consideration
    • Holding — for assets already in the portfolio
  4. Confirm to create the project. You will be taken directly into the project workspace.

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The projects list

The projects list is your home screen. From here you can:
  • Search for a project by name using the search bar.
  • Filter by ownership type using the All, Prospects, and Holdings tabs.
  • Toggle between active and archived projects.
  • Open any project by clicking its name.

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Project status and ownership

Each project has an ownership field (Prospect or Holding) and a status field whose options depend on the ownership type. You can update both directly from the projects list using the inline dropdowns on each row.
Changing the ownership type of a project may reset the status field, as the available status values differ between Prospects and Holdings. Daedaline will prompt you to confirm before making the change.

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Next steps

Once your project is created, the next step is to add documents.

Adding Documents

Upload PDFs, Word documents, and web pages to your project.