How can we help?

Search our knowledge base or ask our AI assistant for instant answers

K

FAQs

Answers to the most common questions

Getting Started

Guides and tutorials for new users

Contact Support

Submit a ticket or reach our team

Video Tutorials

Step-by-step visual walkthroughs

My Tickets

Track your open support requests

Browse by Topic

Popular

Deal Management

Create, track, and manage deals through every lifecycle stage

Popular

Data Rooms & VDR

Set up secure data rooms, manage documents, and control access

Due Diligence

Navigate DD workflows, checklists, and team collaboration

Common Questions

How do I set up a virtual data room?

Each deal automatically includes a VDR. Navigate to your deal and click "Data Room" to organize documents and set permissions.

What are the deal lifecycle stages?

Deals progress through: Sourcing, Triage, NDA/CIM, Valuation, LOI, Due Diligence, Close, and Post-Close Integration.

How do I invite counterparties?

From the deal page, click "Manage Access" to invite buyers, sellers, or advisors by email with granular permissions.

How do I enable two-factor authentication?

Navigate to Dashboard > Settings > Security. Click "Enable 2FA" and follow the prompts to set up an authenticator app.

Still need help?

Our support team is available Monday–Friday, 9am–5pm EST. You can also try our AI assistant for instant answers.