Skip to content

Visual tour of the app

These captures are from the live product at app.yareta.ai. Names, emails, avatars, and one-time codes are blurred or replaced with demo placeholders. Empty or loading states are real — a new workspace often looks like this until CRM or files land.

Open the app in another tab and follow the same order.

1. Playground (guest — no sign-in)

Start at /playground if you want to try scoring before creating an account.

StepRouteScreen
0/playgroundLanding — Choose your way in
1/playground/account-typePick organisations, investors, charities, individuals, or founders
2+/playground/company, /investor, /charity, or /individualTeam paths: framework → upload → score. Individual/founder: benchmark → sign up

Playground landing

Playground account type

Example org flow (organisation path — investor and charity follow the same steps):

Organisation — framework

Organisation — upload

Organisation — report

Investor Playground (same four steps, investor wording):

Investor Playground — report

Individual / founder path:

Individual benchmark

Full step-by-step with every screen: Playground guide.

Public assessment (separate from Playground): Entrepreneur DNA at /entrepreneur-dna.

Entrepreneur DNA welcome

2. Sign up / sign in

Go to app.yareta.ai/auth. You are redirected to Yareta sign-in.

  1. Accept terms if asked.
  2. Use Google, Microsoft, or email.
  3. Email path: Send code → 6-digit code from your inbox → Verify and sign in.

Sign-in: email

Sign-in: one-time code

You return to the app on Dashboard (or Playground if you are still exploring).

After sign-in

3. Success Frameworks

Compare people or teams to a bar you chose. Set up or refine your Success Framework before heavy scoring work.

RouteWorkspace
/investor/benchmarkInvestor
/company/benchmarkOrganisation
/charity/benchmarkCharity

Investor Success Framework hub

In-app guide: Success Frameworks in the app.

4. Dashboard and workspace picker

After sign-in, layout and labels depend on your account type (investor, organisation, charity, individual). The scoring engine is the same; navigation and templates differ.

Left rail (typical signed-in chrome):

ControlWhat it is for
Success frameworkDefine or open the role bar
DashboardCounts, charts, deal / people table
IntegrationsCRM, Slack, and other connectors
Persona listsCompanies (investor) or teams (organisation)

Investor dashboard

Choose your workspace

Pick the guide that matches your account type (same engine; different navigation):

Fund and portfolio

Organisations

Individual paths

5. Settings

Open Settings from the sidebar footer (not a separate URL). Tabs include General, Notifications, Security, Organization, and Billing.

Settings — General

In-app guide: Settings.

Suggested click path (15 minutes)

  1. Playground → pick account type → run one demo score or benchmark
  2. Sign in
  3. Success Frameworks → open hub or create a Success Framework
  4. Dashboard → open your persona guide from the workspace picker above
  5. Integrations → connect one CRM or add one record in-app

Product meaning of scores: How scoring works.