User Guide

This guide covers the main product surface at /[slug]/* — the workspace an investor or organization member uses day to day. It does not cover the admin console (see the Admin Guide).

1. Signing Up and Signing In

Yareta has two parallel account entry points, reflecting two audiences:

Organization users (/user/signin, /user/signup) — the general account-holder flow. Sign-in defaults to a one-time-passcode (OTP) sent by email; the first successful OTP verification automatically creates your user and organization records.
Investors (/investor/login, /investor/signup, plus /investor/forgot-password, /investor/create-password, /investor/reset-password, /investor/verify-email, /investor/invite) — a fuller self-service auth funnel with password-based login as an option alongside OTP.

After verifying your email and completing onboarding (/[slug]/onboarding), you land in your organization’s workspace at /[slug].

2. Adding a Deal / Submission

From /[slug]/add-deal, you can start a new submission by:

Filling in company details manually.
Importing from a connected CRM (Airtable, Attio, HubSpot) or bulk-importing via /[slug]/import-submissions.
Receiving a submission automatically from a Typeform questionnaire, a Zapier automation, or an inbound webhook from a connected data source.

Add founders to the submission and upload supporting resources (pitch decks, call transcripts, other documents). Uploaded resources are automatically categorized and, where relevant, queued for text extraction and AI analysis.

3. What Happens After You Submit

Once a submission has founders and resources attached, several things run in the background (you don’t need to trigger these manually):

Founder DNA Signals — an AI read of each founder’s behavioral signals from the supplied materials.
DNA Score — a single AI-generated score comparing the submission against your organization’s success-profile template.
Traffic Light — a Green / Yellow / Red verdict against your organization’s investment criteria.
Company Summary, Concerns, Founder Dynamics, Talking Points — AI-written narrative sections.

These run asynchronously; results populate the submission’s detail page as each step completes rather than all at once. If a founder also completes a psychometric assessment (a separate, non-AI, validated questionnaire), you’ll additionally see trait/domain scores (Grit, Discipline, Self Belief, Execution, Leadership, Vision & Purpose) benchmarked against unicorn/industry cohorts — this is a different, more rigorous score than the AI-generated DNA Score, and the two should not be read as interchangeable.

4. Reviewing Results

The submission detail page (/[slug]/insights/[id]) surfaces everything above: the AI-written sections, the Traffic Light verdict, founder-level DNA scores, and (where available) psychometric trait scores. You can bookmark submissions, tag them, update their status (Accepted / Potential / Rejected), and export a single submission’s data to CSV. To search, filter, and export across many submissions at once, see the Reporting / Insights Engine below.

5. Team-Level Reports

If your organization uses the investor-facing “DNA Team Report” feature, a team-wide summary — combining psychometric scores across every assessed team member into strengths, risks, and a synthesis narrative — is available once at least two team members have completed assessments, alongside a radar chart comparing the team against a benchmark. This report can be downloaded as a PDF from within the report view.

6. Management Due Diligence (MDD) Reports

For a full due-diligence workup on a submission, an MDD request can be created, tracking five independent progress pipelines per founder: call transcript, psychometric assessment, psychologist notes, HDS (Hogan Development Survey) assessment, and other supporting data. Some MDD flows include an e-signature step (DocuSign) for participant agreements. Once enough material is gathered, report sections are generated section-by-section (each with an AI self-review pass for quality), and the assembled report can be exported as PDF or DOCX.

Requesting a Psychologist Review

From a submission’s insights page, “Request a Psychologist” (/[slug]/insights/[id]/request-psychologist) opens a dedicated request form:

Choose a review type. Two options are presented — a Licensed Psychologist (a qualified behavioural psychologist runs the review) or an AI-powered Avatar (an instant, AI-based avatar review). At present the AI-avatar option is shown but marked “Launching soon” and cannot be selected — only the human-led path is currently available, despite AI-avatar infrastructure existing elsewhere in the platform.
Pick the applicant(s) from the submission’s founders (or add someone not already listed), and confirm their role. The form shows a Yareta DNA Confidence Level (Low / Medium / High) for the applicant, computed from their existing DNA Signals — this matters because…
Choose an assessment type:
- Standard (~75 minutes) — for Tier 2 management (advisors, chair, etc.); includes a Hogan assessment plus the Yareta DNA assessment.
- Comprehensive (~120 minutes) — for Tier 1 management (CEO, CTO, Head of Sales, etc.).
- Document Review (no interview) — only selectable if the applicant’s Yareta DNA confidence level is already High; if it isn’t, you’ll be shown why this option is gated rather than being allowed to select it.
Optionally add 360° Feedback Sessions — additional 30-minute sessions with colleagues, for deeper insight into the applicant’s management style. Each is billed separately as an add-on.
Write a brief for the psychologist (free text) — the form provides a starter template covering forward-looking and backward-looking prompts.
Set a deadline for the final report. The earliest selectable date is a few days out; the form states a minimum turnaround of 5 working days after the final interview to produce the report.
Upload supporting documents (pitch decks, call notes, CVs, and similar — PDF, Office formats, images, and plain text are all accepted), tag each with a category and who it’s about, and optionally enable AI-assisted document analysis so the uploads feed directly into scoring.

All of the above (Standard, Comprehensive, Document Review, and each 360° session) draws from your organization’s credit balance — check the request form for current pricing before submitting, since add-ons are billed per session.

7. Reporting / Insights Engine

Beyond a single submission’s page, /[slug]/reporting (“Insights Engine”) lets you search, filter, and export across your organization’s entire submission history at once:

Filter by success-profile template, status, country, sector, revenue range, fundraise range, funding stage, and both Business DNA Score and Yareta DNA Score ranges.
Customize which columns are shown — grouped into Company Info, Financials, Other Info, Business DNA, and Yareta DNA sections — and save that column selection for next time.
Export the filtered results to CSV. This runs as a single request rather than a background job: when you click Export, the page shows a short “processing” message and then opens the download directly, so stay on the page until the file downloads rather than navigating away expecting an email or a later download link.

This is the tool to reach for when you want a spreadsheet of many deals at once, rather than exporting one submission at a time from its detail page.

8. Organization Settings

/[slug]/organization-settings is where an organization admin configures how the workspace works for everyone in it. It has several tabs:

Managing Your Team

Under the Members tab, invite teammates by email (first name, last name, email, and role — either Admin or Member). You can invite several people at once by adding additional rows before sending. Each invited person shows a status: Active (they’ve accepted), Invitation Sent (pending), Invitation Expired, or Invitation Declined. You can change a person’s role or remove them at any time, whether or not they’ve accepted yet.

Configuring Your Investment / Success Profile

Under the Profile tab, you configure the scoring model your submissions are evaluated against — this is the “success-profile template” referenced throughout this guide and in the AI-generated scores. Key things to know:

You can maintain multiple profile templates — for example, one per fund or investment thesis — switchable from an “Active Profile” dropdown at the top of the tab. Creating a new one clones it from your currently-selected profile, so you’re never starting from a blank slate.
Competency DNA is your organization’s own custom scoring rubric: a set of questions, each scored 0–5, that the AI scores each submission against. This is distinct from Yareta DNA, which is a fixed, platform-wide model covering 25 traits across 6 core domains, shown on the same screen as a read-only reference table. Put simply: Competency DNA is your rubric; Yareta DNA is Yareta’s baseline model. Both can show up side by side as separate score columns (e.g. in the Reporting / Insights Engine above).
Initial Filtering lets you set non-negotiable criteria — deal-flow automation rules — that are checked before a submission is scored against the rest of your profile. This includes both a guided set of common criteria (funding stage, sector, geography, and similar, presented as toggles/selects) and an “Advanced Filtering Settings” section for custom criteria specific to your fund.
A fourth tab, Success Profile (sometimes labeled “Model Entrepreneur”), is visible in the product but not yet functional — it’s marked “Coming Soon.”

Integrations

The Integrations tab lists every third-party connector Yareta offers. Coverage and exact connection steps for each are large enough to warrant their own document — see the Integrations Setup Guide for a connector-by-connector walkthrough (Airtable, HubSpot, Typeform, Slack, Fireflies.ai, meeting-bot transcription, Bae HQ CRM, and others, including which ones are fully live today versus not yet available despite what their on-screen badge says).

Webhooks & Developer Tools

Under the Developers tab, there are two distinct, non-interchangeable mechanisms for programmatic access — don’t mix them up:

Zapier (sub-tab) — generates simple named API keys for use specifically with Yareta’s Zapier integration. A key is shown once at creation; only a masked version is shown afterward.
Webhooks (sub-tab) — lets you register your own endpoint to receive real-time event notifications from Yareta, separate from Zapier or the Developer REST API. To create one, give it a name, a target URL, an optional description, and choose which events it should receive (or subscribe to all events at once). Event categories include submission events, DNA scoring events, MDD events, billing events, integration events, user events, organization events, investment-profile events, and file events.

A signing secret is generated and shown to you exactly once, immediately after creation — copy it somewhere safe, since it cannot be retrieved again (only a new webhook, with a new secret, can be created). Yareta signs every delivery with this secret using HMAC-SHA256 over the raw request body, sent in an X-Webhook-Signature header (formatted as sha256=<hex-digest>) alongside X-Webhook-Event and X-Webhook-Timestamp headers — verify this signature on your endpoint before trusting a payload. A test event fires automatically right after you create a webhook, which is the fastest way to confirm your endpoint is reachable and your signature verification is correct. Deliveries retry automatically on a timeout or server error (a handful of attempts with increasing delay), but a webhook that keeps failing isn’t automatically disabled — if you stop needing one, delete it rather than leaving it pointed at a dead endpoint.

As of this writing, editing an existing webhook’s URL or subscribed events isn’t available from this screen — to change either, delete the old webhook and create a new one.

For headless access to submit assessments programmatically (rather than receiving push notifications), see Developer API Keys in the Admin Guide §8 instead — this is a third, separate credential type from both of the above.

If your organization wants a Yareta-powered chat widget embedded on your own website or product, this isn’t currently self-service from Organization Settings — the widget’s configuration (branding, welcome message, and which data it can draw on) is set up by a Yareta admin on request. Once configured, you’ll be given a small embed snippet to drop into your site. Reach out to your Yareta contact to get one set up.

Personal Settings & Notifications

Under /[slug]/personal-settings, you manage your own profile. The Notifications tab currently offers a single toggle — “Product updates and announcements” (email) — for opting in or out of feature/announcement emails; important account-related notifications are sent regardless of this setting. Note that this preference has not been consistently confirmed to persist reliably across sessions in current testing — if a saved choice doesn’t seem to stick, don’t assume it’s user error; flag it to your admin.

9. Billing and Usage

/[slug]/billings, /[slug]/plans, /[slug]/subscription, and /[slug]/usage cover your organization’s plan, credit balance, and usage history. Yareta bills on a monthly subscription plus a credit system — AI-driven actions (scoring, report generation, psychologist-review requests and their add-ons) consume credits from your organization’s monthly allowance or purchased top-up balance. If a submission’s AI steps don’t run, insufficient credit balance is the first thing to check (see the Troubleshooting Guide).

10. Getting Help

If something looks wrong with a result — an unexpected score, a report that didn’t generate, a stuck submission — see the Support / FAQ document, or contact your organization’s admin, who has access to more detailed diagnostics through the admin console. New to Yareta? The Quickstart walks through your first submission end to end, and the Glossary is a quick reference for any term (DNA Score, Traffic Light, Competency DNA, and so on) that isn’t immediately obvious.

Related documents: Admin Guide · Quickstart · Glossary · Integrations Setup Guide · Support / FAQ · Troubleshooting Guide