Deals & Collaboration

Last updated: April 28, 2026

Deals and Collaboration in Mosaic

Learn how to organize models, manage deal teams, and collaborate.

What is a Deal?

A deal groups all models related to a single investment opportunity.

Deals help you:

  • Track progress (stage)

  • Manage team access

  • Compare models

Create a Deal

  1. Go to Deals

  2. Click New Deal

  3. Enter:

    • Deal name

    • Industry

    • Stage

  4. Click Create

Add Models to a Deal

  1. Open the deal

  2. Click Add Model

  3. Select or create a model

You can mark one as the Primary Model (used in analytics).

Add Team Members

  1. Open the deal

  2. Click Deal Team

  3. Search for a user

  4. Assign a role and add them

Share a Model

  1. Open a model

  2. Click Share

  3. Add users and set permissions

Request Access

If you see a deal but can’t open it:

  • Click Request Access

  • The owner will be notified

FAQs

I can’t find a teammate
They need to be invited to your organization.

Can I delete a deal?
Yes — if you’re the owner or admin (this cannot be undone).

Can a model belong to multiple deals?
No — duplicate the model if needed.