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
Fill in the Captable
This video shows you how to fill in the captable for a company. Turn on the subtitles of the video for additional context.
Mon, 24 Jan, 2022 at 7:27 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
Add filters to list view
Mon, 25 Oct, 2021 at 3:21 AM
Kanban settings
Mon, 25 Oct, 2021 at 9:22 AM
Accounts & Opportunities
Main difference between Account and Investment Opportunities: Account Investment Opportunities Purpose Company information Deal inf...
Tue, 26 Oct, 2021 at 9:11 AM