After you've set up your Company Profile to your liking, you can choose to publish it along with your financial forecast and data to a custom URL.

Publishing your profile is an excellent way to showcase your company and financial model to an investor, or anyone interested in your financial projections.

Public Profile

At the top of your Company Profile, select the Profile Display Settings dropdown.

Select the toggle to Display Company Proforma at Public URL.

A custom URL link will be generated specific to your company. You can share this link with whoever you choose, and they will have viewer access to your company profile and financial data.

To password protect your profile (recommended), select the toggle Require Password for Access.

Enter your password in the space that appears. Your profile is now password protected.

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