Quick Reference

Navigation

Operator Navigation

Destination	Path
Dashboard	Left sidebar > Dashboard
Contacts (CRM)	Left sidebar > Contacts
Deals pipeline	Left sidebar > Deals
Loan tracker	Left sidebar > Loans
Documents	Left sidebar > Documents
Communication	Left sidebar > Communication
AI Command Center	Left sidebar > AI
Tasks	Left sidebar > Tasks
Team & billing settings	Top-right avatar > Settings

Investor Navigation

Destination	Path
My investments	Top nav > Investments
Documents	Top nav > Documents
Profile & notifications	Top-right avatar > Profile

Keyboard Shortcuts

Action	Shortcut
Search / command palette	`Ctrl+K` / `Cmd+K`
Create new contact	`C` then `N` (on Contacts page)
Create new deal	`D` then `N` (on Deals page)
Open AI Command

Stage	Description
Prospecting	Initial deal evaluation and due diligence
Under Contract	Purchase agreement signed, closing pending
Raising Capital	Actively marketing to investors
Funded	Capital raise complete, deal closed
Active	Asset under management, loan payments active
Exited	Asset sold or loan fully repaid
Dead	Deal did not proceed

Column name	Required	Notes
`first_name`	Yes
`last_name`	Yes
`email`	Yes	Used for deduplication
`phone`	No	Any format accepted
`investor_type`	No	`accredited`, `sophisticated`, `institutional`
`city`	No
`state`	No	Two-letter code (e.g., `CA`)
`notes`	No	Free text

Integration	Setup Location
Gmail (email sync)	Settings > Integrations > Gmail
ACH payments	Settings > Integrations > ACH
Stripe (billing)	Settings > Billing
Custom domain (deal pages)	Settings > Organization > Domain

Permission	Owner	Admin	Member	Analyst	Investor
View contacts & deals	Yes	Yes	Yes	Yes	No
Create/edit contacts	Yes	Yes	Yes	No	No
Create/edit deals	Yes	Yes	Yes	No	No
Manage documents	Yes	Yes	Yes	No	No
Send communications	Yes	Yes	Yes	No	No
Manage team members	Yes	Yes	No	No	No
View billing	Yes	No	No	No	No
Manage billing	Yes	No	No	No	No
View investor portal	No	No	No	No	Yes
Access AI tools	Yes	Yes	Yes	No	No

Task	How
View current plan	Settings > Billing
Upgrade or downgrade	Settings > Billing > Manage Subscription
Update credit card	Settings > Billing > Update Card
Download invoice PDF	Settings > Billing > Invoice History
Cancel subscription	Settings > Billing > Cancel Plan
View AI usage	Settings > Billing > AI Usage

Task	How
Upload a document	Documents > Upload
Create from template	Documents > New > From Template
Share with investor	Document detail > Share
Request e-signature	Document detail > Request Signature
Download signed copy	Document detail > Download (after signing)
View audit trail	Document detail > Signature History

Quick Reference | Fund Flow Docs | Fund Flow