Organization Settings

Organization Info

Organization Name
Organization Blurb
Subscriber URL
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Copy
View subscribe page
Custom Domain
Logo
Thumbnail
Color
Notable Investments
Add new company
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These settings control how your organization appears on your subscribe page and across Relays — name, blurb, branding, custom domain, notable investments, and the link subscribers use to join.
Logo should be a square mark. Thumbnail is a wider cover image. Brand color is used for buttons and accents. Notable investments are portfolio companies (name + logo). PNG, JPG, WebP, GIF, or SVG.
Custom domain
Hostname only (no https://). Point a CNAME to cname.vercel-dns.com, then add the same domain in the Vercel project (Settings → Domains). After DNS + Vercel, invite links can be https://your.domain/subscribe.html?by=… without ?org=. Slug-based subscribe links keep working on the main app URL.

Team Members

Custom Fields

Individual Fields
When displayed, these are per organization member. Updating a value on a company saves it just for you — similar to Saves.
Company Fields
When set, the value updates for that company for the entire organization to see.
Deal page
Editable fields are a dropdown above Notes. Non Editable fields stay on the left rail. Every field can still be changed from Opportunities.
Orgs can add multiple custom fields. Once created, they can be included as columns on Opportunities.

Zapier

New deal
Paste one Catch Hook URL. Relays sends a single POST after a new deal has Match, Quality, and Overall scores: deal name, short summary, an absolute pitch deck link, and those three ratings. Deals that never get scores are skipped. Re-scoring does not send again.
Custom fields
In Zapier, create a Zap with Catch Hook (Webhooks by Zapier) and paste that hook URL here. You can save more than one.
Choose the custom field, then fire when the value changes, when it equals a specific option, or both. Relays POSTs the organization, the company, the field label, and the old and new values. If Zapier cannot be reached, the field save still stands.

Opportunities View

Turn columns on or off and drag to change their order on Opportunities. Company (with Save, Relay, and Attio) always stays first.

Attio

Attio API key
Generate in Attio → Workspace settings → Developers. Required scopes: record read-write, object configuration read, list entry read-write, list configuration read, note write.
List
Not connected. The Opportunities Attio button is hidden until this is set.
When someone clicks Attio on Opportunities, Relays writes the company into this workspace (name, website, scores, memo, contact) and adds it to the selected list. The button only appears after Attio is connected.
Turning the button off only clears the Relays mark — it does not delete the Attio record.
Save Changes