Video Tutorials

Setting Up Your Investor Portal

Walk through the full signup flow — from company name and portal slug to email verification and your first login.

Inviting LPs and Managing Your Investor List

See how to add limited partners, send magic-link invitations, and track who has accepted access to your portal.

Creating a Deal and Sharing Documents

Learn how to create a deal, upload your pitch deck and financials, and publish it so your investors can view the data room.