Getting Started
Create a Project
Set up your first impact valuation project.
From the Dashboard, click Create Project. This opens the project setup form where you configure what ViPlatform should analyze.
Organization vs Project mode
- Organization — Use this when you're analyzing a company. ViPlatform will auto-look up the company by name and pull in publicly available information.
- Project — Use this for a specific initiative, fund, or program that isn't tied to a single company entity.
Most users start with Organization mode.
Key fields
| Field | What it does |
|---|---|
| Name | The company or project name. Required to start. Auto-lookup helps find the right entity. |
| URL | The company website. Helps the AI gather context. |
| Location | Primary operating country/region. Affects geographic weighting of impact pathways. |
| Sector | The industry classification. Guides which impact pathways the AI considers. |
Choose your analysis perspective
This is the most important configuration choice:
At Scale — Models the company's impact at its projected scale. Best for pre-screening startups or modeling future potential. The AI will use growth projections and market sizing to estimate impact.
Current Year — Models the company's impact as it operates today. Best for portfolio evaluation, reporting, and rigorous model verification. Uses actual operational data for the selected analysis year.
Optional settings
Expand the Advanced section to configure:
- Supporting documents — Upload annual reports, sustainability disclosures, or other materials (PDF, DOCX, PPTX, TXT). These give the AI richer context.
- Additional information — Free-text field for anything the AI should know (e.g., "Focus on the SaaS product, not the consulting arm").
- Analysis year — Which year's data to base the analysis on (defaults to current year).
- Results currency — The currency for all monetary values in the results.
Start the analysis
Click Start Analysis. The AI will model the company's impact pathways — this takes approximately 30 minutes. You'll receive an email when it's done.
No need to wait — You can close the browser and come back later. Your project saves automatically and you'll get an email when the analysis is ready.