Managing Your Account and Firm Settings

The Profile tab is where you manage your personal account information and login details.

• Update My Profile: This section displays your name, role, and the date you joined.

• Login Details: Here, you'll see the email address associated with your account. You can click Set a new password to update your password at any time.

The Company tab is where you can view and edit your firm's details, investment strategy, and approach. You can click Edit Company to make changes.

• Basic Details: This tab shows your organization's name, the date it was established, and the firm type. You can update these details as needed.

Here, you can define your firm's investment focus.

• Sectors of interest: Select the industries you focus on.
• Investment stage: Choose the stages or rounds you invest in.
• Check size range: Set the minimum and maximum check sizes.
• Preferred Countries/Regions: Specify your geographic focus.

This tab allows you to document your investment strategy and criteria.

• Investment Thesis: Describe your core investment philosophy.
• Investment Criteria: Outline the specific criteria you use to evaluate opportunities.
• Preferred Equity Stake: Specify the equity percentage you typically seek.
• Board Seat Requirements: Detail your requirements for board representation.
• Deal Breakers: List any factors that would immediately disqualify a deal.

The Team tab allows you to manage your workspace members and their roles. You can view existing members, their roles, and their status.

• Invite Member: Click the Invite Member button to add new team members. Once invited, you can fully manage your workspace members by:

  • Revoking and resending user invitations.

  • Suspending users.

  • Changing their access levels.

• Manage Roles and Permissions: Click Manage Roles and Permissions to view and edit the specific privileges for each user role (Admin, Viewer, and Operator). This ensures your team has the appropriate level of access.