---
title: "Evaluate a company"
description: "Work out who controls a company page, where its facts come from, and how much weight each one can carry."
---

> Documentation Index
> Fetch the complete documentation index at: https://docs.sureshake.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Evaluate a company

A Sureshake company page tells you what is on record and where it came from. It doesn't tell you that a company's figures are true. Use this page to decide how much weight to give what you read.

To understand what a timestamp or attestation does and doesn't prove, see [How proof works](/trust/how-proof-works/).

## Start with who controls the page

Open the **Company actions** menu (the ⋮ button beside the company name) and choose **Disclosure Level**.

| Level                        | What it means for you                                                           |
| ---------------------------- | ------------------------------------------------------------------------------- |
| **Reference profile**        | Assembled from cited public sources. The company hasn't said any of it.         |
| **Managed profile**          | The company controls the page. Its figures are its own until a period is filed. |
| **Managed · public filings** | The company has public statement packages filed through Reporter.               |
| **Public reference**         | Based on SEC filings. This doesn't mean the company manages the page.           |

A managed profile may also say how its financials are sourced:

- **Sureshake verified** means financials are attested from a connected accounting system.
- **Verification lapsed** means the accounting connection is no longer current. The panel gives the last verified date.
- Otherwise, financial figures are asserted until an accounting source is connected and a period is verified.

See [Disclosure levels](/directory/disclosure-levels/) for the full list.

## Check the sources

In the same menu, choose **Sources** to open **Sources and verification**.

| Row                         | What it tells you                                                                |
| --------------------------- | -------------------------------------------------------------------------------- |
| **Profile control**         | Whether the organization manages the page, and whether its identity is verified. |
| **Reference sources**       | How many sources are cited, and when they were last checked.                     |
| **Filing integrity**        | How many of the company's filings are timestamped.                               |
| **Confirmed relationships** | How many relationships have been confirmed through Sureshake.                    |

A row that doesn't apply isn't shown. If there's no **Confirmed relationships** row, it means none are confirmed through Sureshake, not that the company has no relationships.

## Read the figures by their label

Figures on a company page carry a label saying what kind of number they are.

| Label                    | Where the figure comes from                               |
| ------------------------ | --------------------------------------------------------- |
| **Source verified**      | A regulator, a market data provider, or a verified source |
| **Asserted or reported** | The company itself, including its Sureshake reports       |
| **Sureshake computed**   | Calculated by Sureshake from other figures                |

## Work through the tabs

A company shows only the tabs it has something to put in, so you won't see all of these.

| Tab                                             | What to use it for                                                    |
| ----------------------------------------------- | --------------------------------------------------------------------- |
| **Overview**                                    | A summary and the most relevant available facts                       |
| **Financials**                                  | Public financials, or permissioned ones if you've been given access   |
| **Earnings & filings**                          | Earnings history, public filings, or permissioned reports             |
| **Health**, **Charts**, **Compare**             | Financial health signals, trends, and peer comparisons                |
| **Models**                                      | Financial models with assumptions you can edit                        |
| **Funding & news**                              | Funding rounds and sourced news, where coverage is available          |
| **People**                                      | Leadership and team members                                           |
| **Investors**, **Portfolio**, **Capital graph** | Capital relationships. See [Capital Graph](/directory/capital-graph/) |
| **Reports**, **Publications**                   | What the company has filed or published that you can read             |
| **Delivery record**                             | Attested delivery history, if the company has granted you access      |

A tab marked **Locked** is permissioned. The protected values aren't sent to your browser. See [Follow companies and request access](/investors/following-and-access/).

### Models

The **Models** tab opens prebuilt financial models. A model's output follows from the assumptions in it, so check those before you rely on a result. It isn't a Sureshake forecast. See [Financial models](/founders/financial-models/) for how they work.

### Delivery record

If you can open it, this tab shows statements of work delivered, criteria accepted, first-pass acceptance, milestones on time, and client retention. The figures use only events anchored on a public blockchain, and client names are never shown. Early records are flagged, and rates mean more as more work is accepted.

### Reputation

Some pages show a reputation grade under the description. See [Reputation](/trust/reputation/) for how it's calculated.

## Read reports shared with you

Reports a company has shared with you are in [Shared with Me](https://www.sureshake.com/shared-with-me). Those you can read also appear on the company's **Reports** tab, marked **Shared with you**.

To check that a report hasn't changed since it was anchored, see [Verify an attestation](/trust/verify-attestations/). That check covers the integrity and timing of the report, not whether its contents are correct.

## Look for execution evidence

A company's [execution record](/founders/execution-record/) isn't a tab on its public page. What you can see is the evidence the founder has chosen to make public. Verified capital providers can search it from the **Startups** tab of the directory, by season, initiative, outcome, report, or artifact.

## Compare companies

Choose **Compare** in the **Company actions** menu, or select at least two companies in the directory and choose **Compare selected**.

## Questions to ask before you rely on a figure

- Who supplied it: the company, a regulator, or Sureshake?
- Is the page managed, and is the company's identity verified?
- Is the accounting connection current, or has verification lapsed?
- Is the period filed and timestamped, and how recent is it?
- What isn't here? Anything missing may be permissioned or simply not reported. Absence alone tells you neither.

Source: https://docs.sureshake.com/investors/evaluating-companies/index.mdx