HELP CENTER
Guides, how-tos, and reference — organized by what you came here to do. Jump straight to the docs section you need.
Import contacts, set up your first deal, and invite your team.
Read moreConnect your inbox, approve your first drafts, and tune the model to your voice.
Read more506(b) vs 506(c), accredited-investor verification, audit trails.
Read moreSearch, filters, AI match ranking, and credits.
Read moreRelationship timeline, soft commits, pipelines.
Read moreDeal rooms, pitch decks, subscriptions, distributions, K-1s.
Read moreUpgrade, downgrade, data credits, and invoices.
Read moreGmail, Outlook, Stripe, and custom webhooks.
Read moreREST API, webhooks, and data export.
Read moreNEED MORE?
Book a demo and we'll walk you through it — or drop us a note and we'll point you to the right guide.
