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.
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Need Help?
Contact our support team for assistance with setup and configuration.