Overview
What Harold does, who it serves, why teams adopt it, and how work flows from signal to controlled client output across pipeline, deals, documents, inbox, reporting, and distribution.
Operating model
Harold is deal-first software. Concepts explain the model, workflows show execution, and admin plus security cover control. Reference pages stay practical, concise, and decision-focused.
What is Harold?
Harold unifies pipeline, deals, documents, inbox, reporting, distribution, and tasks so teams operate from one governed workspace with shared context.
Get started in 10 minutes
Set roles, finish auth checks, create your first deal, ingest a document, and produce a review-ready output fast.
Open quickstartChoose your lens
Choose investment, coverage, operations, or distribution guidance. Each lens maps decisions to one deal spine with shared definitions and clean handoffs.
Key conceptsFirst success path
Start with observable wins: create a deal, ingest a document, generate a report, then distribute with controls. Add permissions, inbox integration, and admin review to lock quality.
Ingest → organise → analyse → distribute
These lanes show how teams run Harold daily. They are one connected operating flow, not separate products.
Capture signals, threads, and files once, with clear context, so intake stays fast and deduplicated.
Attach artefacts to the deal spine, preserve ownership, and keep diligence aligned with transaction context.
Turn approved templates into decision-ready outputs with review checkpoints that protect quality.
Send the right narrative to the right audience with traceability, consistency, and controlled personalisation.
Product atlas
Modules are documented by outcomes first: purpose, users, inputs, and outputs. Reference depth is available when needed without slowing evaluation.
Assistant
Drafting, summaries, and navigation with guardrails.
Pipeline
Triage signals, stages, and forward motion.
Deals
The deal record as the operational anchor.
Documents
Deal workspaces and diligence structure.
Inbox
Threads linked to the right operational context.
Reports
Templates, review, and outputs.
Distribution
Controlled sends to the right audiences.
Tasks
Accountable follow-ups with dates and owners.
Settings
Workspace configuration and access.
Security & governance
Security is first-class. Authentication, SSO, permissions, encryption, and audit expectations are written for buyers and admins. Formal assurance still follows your commercial and security review process.
Machine-readable index
Fetch the complete documentation index at: https://docs.haroldproperty.co.uk/llms.txt
Use that file to discover public URLs before deeper crawling.
Was this page helpful?