Reia

Deal organization, portfolio views, stages, folders, and live access.

Deals and Portfolio

How to start a new deal and open an existing live deal workspace.

Create or open a deal

How to manage deal work from the Deals page.

Create and organize deals

How to use deal row actions from the Deals page.

Rename, move, duplicate, or delete a deal

How live-deal permissions work for groups and workspace members.

Share live-deal access

How to organize portfolio review with folders, stage filters, and reusable views.

Use folders, stages, and saved views

How to open Portfolio Dashboard rollups and scenario controls from the Deals page.

Use the Portfolio Dashboard from Deals

How to adjust portfolio Dashboard scenario assumptions.

Use portfolio scenarios and close-month overrides

How to use smart pages, stage filters, display options, and deal table columns.

Read the Deals table and smart pages

How to interpret Portfolio Dashboard rollups, charts, exposure, and contributor detail.

Read Portfolio Dashboard charts

Members, roles, profile, preferences, credits, top-ups, billing recovery, privacy, and support.

Admin, Billing, and Support

Where to open Help when you need product support.

Contact support from inside Reia

What to include when sending a Reia support message.

Contact support with useful context

Practical guidance for using Reia with sensitive deal materials.

Data security and privacy basics

How to invite a teammate and choose their workspace role.

Invite teammates to a workspace

How workspace admins and owners top up the shared credit balance.

Add credits and manage payment methods

How to review members, roles, invites, and deal access boundaries.

Manage workspace members and access

What to do when credits, top-ups, or billing access block work.

Recover from billing and credit errors

How to understand where workspace credits went.

Review credit usage and activity

Quick recovery steps for common Reia workspace states.

Troubleshoot common workspace errors

What the shared workspace credit balance covers.

Understand workspace credits and usage

What each Settings page controls in Reia.

Use Settings for workspace, profile, and preferences

How to change your Reia profile, avatar, theme, font, and pointer settings.

Update your profile and preferences

Working documents, memo inserts, Markdown, source-backed values, and save conflicts.

Documents and Memos

How to start a working document from the Library.

Create and open working documents

How to add reviewable values and evidence to memo prose.

Insert Input values and sources in working documents

How to add reviewable statement tables to a memo draft.

Insert Statement blocks in working documents

What to do when a working document shows conflict or error.

Recover from document save conflicts

How to draft deal notes and keep memo values reviewable.

Use working documents and memo inserts

How to format memo notes and keep them readable.

Write Markdown in working documents

Inputs, Statements, Dashboard, Graph, source references, assumptions, and review.

Underwriting Review

How to review and change deal assumptions in Inputs.

Edit underwriting Inputs safely

How to use dashboard cards and charts without losing the review trail.

Review Dashboard output

How to inspect the context behind an underwriting input.

Review Input sources and value history

How to work with answers, input updates, dashboard values, and memo drafts.

Use Reia outputs with the source trail

How to use source evidence when checking Reia's underwriting work.

Review source references and assumptions

How to use Graph to inspect relationships between deal values.

Trace underwriting values in the Graph

How to review the main underwriting panels in a deal workspace.

Use Inputs, Statements, Dashboard, and Graph

How to adjust statement views and trace related values.

Use Statement settings and linked cells

Agent questions, file mentions, chat threads, slash commands, fork, and rollback.

Agent

How to shape Agent questions into reviewable underwriting requests.

Write focused Agent questions

How to branch from prior Agent work or revise a previous turn.

Fork or rollback Agent chat work

How to start, rename, switch, reload, and delete Agent chats.

Manage Agent chat threads

How to point the Agent at a specific Library file from the composer.

Mention files in Agent chat

Which slash commands are useful during normal Agent work.

Use Agent slash commands

How to ask focused questions that produce reviewable results.

Use the Agent for underwriting work

What the Agent can use while answering underwriting questions.

Understand Agent capabilities

How to create a reusable Reia skill from the Library.

Create a Reia skill

How to write skill instructions that help Reia follow a repeatable workflow.

Write effective Reia skill instructions

How to select, enable, disable, and edit Reia skills from Agent chat.

Use skills in Agent chat

How to resolve Skill needs setup warnings in a Reia skill document.

Fix Skill needs setup

How to understand the visible action and status trail in Agent chat.

Read Agent action rows and status

How to interrupt, revise, and navigate Agent chat work.

Use Agent chat controls and shortcuts

How reusable deal instructions guide Agent work.

Understand Reia skills

Panels, sheets, layouts, keyboard navigation, and workspace recovery.

Workspace and Layouts

How to work with panels inside a deal workspace.

Open and arrange workspace panels

What to do when a panel says it is not available.

Recover from unavailable workspace panels

How to reuse panel and sheet arrangements from the Layouts menu.

Save, apply, and pin workspace layouts

How to create, rename, switch, reorder, and delete workspace sheets.

Use deal workspace sheets

How to move through the deal workspace without leaving the keyboard.

Navigate panels and sheets with the keyboard

How to move quickly through a deal workspace.

Use the command palette and keyboard shortcuts

Uploads, processing, file organization, search, tags, trash, and file briefs.

Library and Files

How to keep deal materials findable before underwriting work.

Organize deal files in the Library

How to give Reia clean source material for underwriting work.

Prepare deal files for upload

How to use Library row and selection actions safely.

Rename, move, download, or trash Library items

How to put trashed Library files and folders back.

Restore Library items from Trash

How to use Uploads and Processing to follow file work in the Library.

Track uploads and processing activity

How to find deal files, folders, and documents with Library search and tags.

Search and filter the Library

What to check when uploads or file processing do not finish.

Troubleshoot file upload and processing

What file briefs mean and what to check when a brief is unavailable.

Use file briefs after processing

How to mark important folders and filter deal materials with tags.

Use tags and favorites in the Library

Why Reia prepares uploaded files before underwriting questions.

Understand file processing before Agent work

How to select files, folders, and documents before using Library actions.

Select and manage multiple Library items

Keyboard shortcuts for moving through Library rows and folders.

Navigate the Library table with keyboard

Account setup, workspace entry, and first-run help for Reia.

Getting Started

A quick first pass through the Reia deal workspace.

Getting started with Reia

What to do when Reia asks you to check your inbox before signing in.

Confirm your email

What to check when Reia cannot find workspace access for your account.

Fix No workspace access found

How to use an invited email address to join an existing Reia workspace.

Join a workspace from an invite

How to recover when Reia shows Workspace unavailable during setup.

Retry when the workspace is unavailable

How to start Reia with a new workspace or return to an existing one.

Sign in and create a workspace

How to choose the first action after a new Reia workspace opens.