How to use Haydn, from first upload to portfolio-wide analysis. Can’t find an answer? Contact support@haydn.ai.
Sign in with your work Google or Microsoft account, or with an email address and password. If you sign in with a password, two-factor authentication is required — you will set up an authenticator app the first time and enter a six-digit code at each login.
Workspaces are invite-only. There is no self-service sign-up, so a new teammate can only join after an administrator invites them.
Administrators invite teammates from Settings → Team. Enter the person’s email address and send the invitation; they receive a link to set up their account and join the workspace.
The Team page also lists everyone who currently has access and any invitations that have been sent but not yet accepted, which you can cancel at any time.
Haydn works with the documents you already receive from your companies: board packs, management accounts, financial statements, cap tables, and call transcripts. Upload them as PDFs or Excel workbooks — Haydn detects the document type automatically and routes it to the right place, so you do not need to pre-sort or label files.
Open the Data Room and drag files in, or use the upload dialog. You can upload several files at once and assign them to a company as you go. Each file begins processing as soon as it finishes uploading.
Every workspace has a forwarding address you can find under Settings → Forwarding inbox. Forward an email with attachments to that address and the attachments are ingested automatically.
Any workspace member can forward from their own account email with no setup. To let an outside address forward documents — a shared mailbox or a personal account — add it under Additional senders; each new address receives a one-time verification link before it can submit.
The Data Room is where all of your documents live. The Files tab lists every document with its company, type, and processing status, and lets you filter, re-assign a document to a different company, or open it for review.
The Data requests tab helps you collect documents you are still waiting on: track what has been requested against each company and see what has come in.
Haydn reads each document, plans the work it needs to do, and narrates its progress in a live activity feed so you can follow along. When something in the document is ambiguous — an unlabeled period, an unclear currency — it pauses and asks you a clarifying question, then picks up where it left off as soon as you answer.
Nothing becomes part of your permanent data until you accept it. Every document goes through a review step first, where you can check the extracted figures against the source before committing them.
Review is a conversation. Ask questions about what Haydn found, give targeted feedback where something looks off, and have Haydn re-extract — all from a single chat alongside the document. Cap tables use this same conversational review.
Each company’s Financials page shows its statements as a grid of line items across time. You can view figures by month, quarter, or year, and columns follow the company’s fiscal year so periods line up the way the business reports them.
Where a document prints them, the grid captures budget and prior-year comparison columns alongside actuals, plus explicit last-twelve-months columns. Values that Haydn calculates rather than reads directly are marked with a badge so it is always clear which figures came straight from the source.
Click any value to trace it back to where it came from. A popover shows the exact cells in the source document, with an in-context document viewer so you can see the figure in its original setting. For values Haydn derived — for example from a variance or vs-budget column — the popover shows how the number was computed.
Companies label the same idea in different ways. Haydn lets you define a set of canonical metrics for your firm and tag each company’s statement rows to them, so a line item called one thing at one company and another thing elsewhere both roll up to your single definition.
The Valuations page rolls up fair value across your portfolio for a chosen quarter. Pick a measurement date to see total portfolio fair value, how many companies have been marked for the period, and the fair value of each holding.
A value bridge shows what moved portfolio fair value since the prior quarter, so you can see the drivers behind the change at a glance.
Customer data is encrypted in transit (TLS) and at rest (AES-256), and stored on AWS infrastructure in the United Kingdom. Every workspace is isolated with row-level security enforced at the database layer.
