Settings

Manage your application preferences

Organization
Configure your fund details
Notifications
Manage how you receive updates

Email Notifications

Receive updates via email

New Investor Alerts

Get notified when new investors are added

Onboarding Updates

Track onboarding progress changes

Automation Alerts

Get notified when automations run

Security
Manage access and security settings

Two-Factor Authentication

Add an extra layer of security

Session Timeout

Automatically log out after inactivity

Share & Access
Invite team members to access the entire platform

Team Members (0)

No team members yet

Note: When you invite someone, they'll have access to all investors, deals, documents, audit logs, and communications in the platform based on their role.

Quick Actions

Need Help?

Contact our support team for assistance with setup and configuration.