Advisor Workspace Overview
A dedicated space for one relationship.
The Advisor Workspace is a space scoped to a single advisor and founder match. Everything about that relationship lives there.
The header
Shows the other party's name, the match ID, the start date, the match status such as Active, Paused, or Ended, and the running session count.
Layout
A left panel holds the founder, your quick actions, and This Match statistics. The main area has five tabs: Overview, Sessions, Activities, Context, and Notes.
Please note: The workspace is shared. Your founder opens the same page at the same address and sees the same five tabs — the only difference is that their left panel is headed Your Advisor rather than Founder. Portal administrators can also see it. Write accordingly, and use Private notes for anything the founder should not read.