System Configuration
Service Status
Onboarding Configuration
Complete these steps to configure your SDR profile and start using the platform
Your Progress
0% CompleteProfile Setup
Configure your name, company, and investment preferences to personalize your experience.
Email Setup
Upload email conversations or connect your email account for automated outreach.
Fund Documents
Upload and categorize your fund documents (PPMs, fact sheets, presentations).
Personalization
Configure your fund highlights and outreach preferences for personalized communication.
Fund Documentation
Upload important fund documents for lead personalization
PPM / Offering Documents
Private Placement Memorandum
Fact Sheets
Performance & key metrics
Investor Material
Pitch decks & presentations
Supplemental Marketing Documents
Supporting documents & materials
Sales Performance Dashboard
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Total Leads
0
Emails Sent
0%
Reply Rate
Lead Status Distribution
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Engagement Trends
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Leads 0
Select a Lead
Choose a lead from the left panel to view details and send emails