Monitoring Help & Guides

1. Navigate to your audit dashboard 2. Find the "Continuous Monitoring" section 3. Click the toggle to enable 4. Your monitoring window starts immediately 5. Daily re-runs will begin the next calendar day **Note:** Your monitoring window start date is set on first-ever enable and never resets (unless you upgrade plans).

Once you enable monitoring, a timer starts: - **Exit Audit ($297):** 90 days to monitor - **Verify plan ($199/mo):** Unlimited days - **Portfolio plan ($599/mo):** Unlimited days When your window expires: - Monitoring automatically disables - You receive an expiry email - The toggle shows "window ended, upgrade to continue" **Important:** Toggling off and back on does NOT reset your window. The clock keeps running. This prevents plans from being circumvented by toggling.

Your plan includes a fixed number of monitoring slots (active audits you can monitor simultaneously): - **Verify ($199/mo):** 3 slots - **Portfolio ($599/mo):** 15 slots - **Exit Audit ($297):** No slot limit, but only 1 audit is included If you've used all slots and want to monitor a new audit, disable monitoring on an existing audit to free up a slot.

You get email alerts when something **meaningful** changes: - ✓ **Plausibility Score drops 10+ points** (e.g., 85 → 75) - ✓ **New CRITICAL or HIGH severity risks** appear - ✗ Minor score fluctuations (±5 points) — no alert - ✗ LOW or MEDIUM risks — no alert Example: If your score stays 82–88 for 30 days, you get no emails (stability = no news is good news).

Each alert email includes: - **Domain name** being monitored - **Previous vs. new plausibility score** (e.g., "85 → 72") - **What changed:** List of new CRITICAL/HIGH risks - **Dashboard link** to view the full report - **Action button** to review the audit From there, you can: - View the detailed risk breakdown - See which data source changed - Download the full report - Share with your team

When your monitoring window is about to end (capped plans only): - You receive a notification 7 days before expiry - Dashboard shows "X days left" status - On the final day, monitoring auto-disables - You get an "end of window" email The email explains: - Your {N}-day monitoring window has ended - Options to upgrade or monitor a different audit - Link to dashboard to make changes

The monitoring toggle shows your current status: - **Active + many days left:** Muted text showing "60 days left" - **Active + ≤7 days left:** Amber highlight "3 days left" - **Expired:** Red toggle, grayed out "window ended" message Below the toggle, you'll see: - Last checked date - Last snapshot score - Score drift since previous snapshot (if ≥10 points, shown in red)

On shared reports, there's a "Monitoring" tab showing: - Daily snapshot timeline (one entry per day) - Score on that date - Risk counts (CRITICAL, HIGH, MEDIUM, LOW) - Date of most recent change Buyers can use this to verify: - Score stability over time - When changes occurred - Whether risks are new or recurring

Click the toggle to disable: - Monitoring stops immediately - Your window does NOT reset (if you re-enable later, timer continues) - Dashboard shows "Enable to monitor" message You can disable and re-enable as many times as you want during your window—the clock keeps running either way.

**Reason 1: No available slots** - Your plan has a limit on concurrent monitored audits (e.g., 3 for Verify) - Disable monitoring on an existing audit to free a slot - Or upgrade to a plan with more slots **Reason 2: Window has expired** - Exit Audit or capped plans: 90-day window ended - Message: "Your {N}-day monitoring window has ended. Upgrade your plan for unlimited." - Solution: Upgrade to Verify or Portfolio (unlimited) **Reason 3: Audit not complete** - Monitoring only works on completed audits - Wait for the initial audit to finish, then enable monitoring

**Reason 1: No meaningful changes** - Your score and risks are stable (no alerts = good sign) - Minor fluctuations (±5 points) don't trigger emails **Reason 2: Email filtering** - Check spam/promotions folder for ProofCap emails - Add [email protected] to your contacts **Reason 3: Monitoring is disabled** - Go to dashboard, check toggle status - If disabled, toggle back on to resume **Reason 4: Window has expired** - On capped plans, monitoring auto-disables after {N} days - Check the toggle—if disabled with "window ended" message, see above

Minor daily fluctuations (±3–5 points) are normal and expected: - Data sources (Stripe, GA4) can have slight reporting delays - Cached data refreshes at different times - Weekday vs. weekend patterns in revenue/traffic This is **not a bug**—it's real data variance. **Alert threshold:** Only score drops of 10+ points trigger an email. This filters out noise while catching real problems.

This shouldn't happen. If it does: 1. Check your team members (if on a team plan, someone else might have toggled it) 2. Check your email for an "alert" notification (you might have missed it) 3. Contact support with your audit ID Note: Toggling off is permanent—monitoring won't re-enable on its own.

**For Exit Audit users (90-day cap):** - Upgrade to Verify ($199/mo) or Portfolio ($599/mo) for unlimited duration - Upgrade resets your window to unlimited—you can monitor indefinitely **For Verify/Portfolio users:** - Your window is already unlimited, this shouldn't happen - Contact support if you see this message

1. **Start monitoring early** — aim for 30–90 days before closing 2. **Share a clean monitoring history** — link with buyers during diligence 3. **Fix issues proactively** — if alerts trigger, address them before buyers see them 4. **Include in data room** — share the monitored report as a primary diligence doc 5. **Reference stability in pitch** — "Verified stable for 60 days" is stronger than "one snapshot"

1. **Monitor multiple targets** — enable on 2–3 shortlisted companies simultaneously 2. **Set a baseline** — run initial audits, then enable monitoring to track 30 days of stability 3. **Alert to action** — if alerts trigger, dig into the audit details—score drops are red flags 4. **Compare history** — compare monitoring periods across targets to identify most stable option 5. **Request seller data** — ask sellers for their monitoring history—transparency is a trust signal

1. **Monitor your top N holdings** — use all 15 slots to track key portfolio companies 2. **Triage alerts** — set up email filters to flag which portfolio company triggered alerts 3. **Weekly review** — scan monitoring status weekly for expiring windows or emerging issues 4. **Exit trigger** — monitoring alerts can signal when to increase sale pressure or improve operations 5. **Due diligence proof** — when underwriting new investments, request monitoring reports from sellers