System Configuration

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Onboarding Configuration

Complete these steps to configure your SDR profile and start using the platform

1
Profile Setup
2
Email Setup
3
Fund Documents
4
Personalization

Your Progress

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Profile 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

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Emails Sent

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Reply Rate

Lead Status Distribution

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Engagement Trends

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Leads 0

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Select a Lead

Choose a lead from the left panel to view details and send emails