Coming soon
Setting Up Your Investor Portal
Walk through the full signup flow, from company name and portal slug to email verification and your first login.
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Video Tutorials
Watch & learn
Short walkthroughs of the workflows GPs use most. New tutorials are added as features ship.
Coming soon
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.
Coming soon
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.