Getting Started
Essential guides for new users
9 articles in this category
Essential guides for new users
9 articles in this category
Learn how billing works on the platform, including subscription tiers, payment methods, and invoice management.
Learn how to upgrade your subscription tier and get immediate access to premium features.
A step-by-step guide to completing your account setup and personalizing your experience.
Set up your advisory organization, win engagements, and deliver work inside deals: complete partner onboarding, build your directory profile, accept engagements, deliver in the data room, and track performance.
Get value as a buyer in your first session: set up your profile, find and save opportunities, inquire and sign an NDA, run diligence, and make an offer.
Manage multiple listings and clients, run your pipeline, and drive deals to close: set up your firm profile, add listings, run your pipeline, coordinate diligence, and close.
List your business, open a secure data room, and start fielding qualified buyers: set up your profile, create a listing, prepare your data room, respond to inquiries, and move toward close.