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Why Vision & Leadership is private to each founder

Why the Vision & Leadership section is private, even from your co-founders.

Written by Tim Lea

Short answer: Vision & Leadership is a founder's personal reflective exercise, so it is private by design. It cannot be shared with your team, and if your firm has more than one founder, you each get your own entry that the others cannot read.


Why is Vision & Leadership private?

It covers your personal reflections: your 12-month identity, purpose, lifestyle number, time allocation, and your 3, 2 and 1-year goals. Because this is a private, founder-level exercise rather than a firm operating detail, it is never opened up to teammates.

This isn't a setting you toggle. The lock is checked against founder status, not against a job title or an admin permission, so the section stays private even if you later give a teammate broad access everywhere else in the portal.

Vision & Leadership section card displaying a lock badge

Who else can read it?

Nobody. From the delegate panel, Vision & Leadership never appears as an option you can hand to anyone, and no permission exists that would open it.

That includes your co-founders. If your firm has more than one founder, each of you answers your own Vision & Leadership separately, and you cannot read each other's. It is the only section in the portal that works this way.

Your teammates can still see that the section exists and roughly where it sits in your progress; its status and completion percentage show up on the dashboard alongside the other eight. It appears with a lock and a CONFIDENTIAL chip so it's clear the content is off-limits.

Note: Financials works differently. It is confidential to your founding group, but a founder can choose to share it with one team member. Vision & Leadership has no such option.

Note: This applies to your team only. VLV staff can view onboarding data solely through domain-gated, permission-checked admin tools, and every one of those look-ups is logged.

Tip: If you want a teammate's perspective on strategy or goals, that's a conversation to have directly. The portal doesn't include a way to leave notes or comments on any section for someone else to read.

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