Getting Started

Create new investment opportunity
Mon, 25 Oct, 2021 at 3:12 AM
Create an account and link contacts and investment opportunities
Mon, 25 Oct, 2021 at 3:13 AM
Create a captable
Mon, 25 Oct, 2021 at 3:13 AM
Transfer shares
Mon, 25 Oct, 2021 at 3:14 AM
Provide a loan
Tue, 26 Oct, 2021 at 8:44 AM
Create new fields
Mon, 25 Oct, 2021 at 3:14 AM
Create new investment opportunities
Mon, 25 Oct, 2021 at 3:15 AM
Create a captable (direct method)
Mon, 25 Oct, 2021 at 3:16 AM
Add filters to list view
Mon, 25 Oct, 2021 at 3:21 AM
Kanban settings
Mon, 25 Oct, 2021 at 9:22 AM