Documents
Documents contains Umbral's primary diligence library. Select a category in the left rail, use search to narrow the list, or open any row to enter the reader.
Reader controls
The reader includes text sizing, published and updated dates, document version, save control, reading progress, section navigation, related materials, and contextual questions.
Dates and versions
Published reflects the original source date when available. Updated reflects the newest source or administrator revision. Version identifies the content revision you are viewing.
Financials
Financials automatically discovers every published XLSX workbook. Choose a workbook, then move between its worksheet tabs. Large sheets scroll horizontally and vertically.
Formula safety
Formula cells are protected. Input cells, formulas, merged ranges, frozen panes, number formats, and source styling are represented in the viewer. The source workbook remains authoritative.
Downloads and admin drafts
Investors may download the original workbook. Administrators can draft changes only in non-formula cells. Drafts are not published into the source file. Publishing requires a verified replacement XLSX.
Research
Research gathers Umbral's compiled market, hospitality, destination, impact, and operating research. It uses the same reader, save, question, date, and version tools as Documents.
Properties
Properties presents candidate sites, source links, facts, location context, and image galleries. Select any image to open the full-screen viewer. Property saves and questions remain tied to that exact property.
Saved items
Select the star on a document, financial workbook, research item, or property. My Saved Documents is private to your account or secure-link identity. Registered users can also review saved content from Profile.
Asking questions
Use Ask a Question from the right rail or reader header. The current collection, document, workbook, sheet, and section context are attached automatically.
Voice questions
Select Record, speak, then stop. Audio is forwarded in memory for transcription and is never stored. Review the transcript before sending it as a normal text question.
Answers and publication
Your private answer appears in My Questions & Answers and may also be emailed to you. Administrators may separately publish an edited, anonymous question and answer on the related document. Your name is never included in that published copy.
Profile
Registered users can edit name, email, title, location, time zone, links, pronouns, biography, investment interests, contact preferences, and a private profile image. Name and email are required. Email and password changes require the current password.
Investor Accreditation
Investor Accreditation provides a short, signed certification used to request private Data Room access. It asks which accredited investor category applies but does not collect exact income, net worth, tax returns, bank statements, or credit reports.
Access and legal review
Data Room access approval and transaction-level accreditation review are separate decisions. A certification may support access without representing that verification for a securities transaction has been completed.
Recertification
Use the Investor Accreditation link in your account menu to view your status or submit a current certification when recertification is available.
Meetings
Book a meeting follows your selected light or dark theme. Use the Back to the data room control at any point. You may also email Jacob or Keira directly from the profile menu.
Privacy
Confidential source data, workbooks, images, profiles, saves, and questions are served only through authorized routes. Secure-link access is isolated from registered accounts. Voice audio is never retained.
Updates and backups
Administrators can install signed versioned update packages, create full downloadable backups, review release features and fixes, and retain prior release packages. Database migrations are idempotent and backups are created before installation.
Troubleshooting
A document looks outdated
Reload the page. Generated content is cache-busted on every load. If the source file changed, an administrator must rebuild the content data.
I cannot see a workbook
Confirm the workbook is an XLSX file in Financials and is marked visible by an administrator.
Email was not delivered
Your answer remains saved in the data room. An administrator can reconnect Gmail and retry delivery from Questions.
