Settings

ACCOUNT & KYC

Verification status, KYC tier, and ticket caps

PROFILE

How you appear across the workspace

Name

Shown in the sidebar and on every action you take.

Primary email

Used for sign-in and account recovery.

Job title

Optional. Visible to your team members.

Phone

Used only when an alert requires urgent contact.

Save profile

ORGANIZATION

Workspace identity used in exports, reports and shared links

Workspace logo

Square PNG/SVG, up to 500 KB. Used in the top-left mark and PDF exports.

DB

Upload logo Remove

Workspace name

What appears in the sidebar, reports, and external share links.

Industry

Helps us tailor the deal-flow and benchmark views.

Select industry Asset management Family office Private equity Venture capital Development finance Corporate investment Wealth management Other

Address

Shown on invoices and printed reports.

Website

Optional. Linked from your shared reports.

Save organization

TEAM MEMBERS

Invite teammates and assign roles

+ Invite member

No teammates yet

Invite the people who should see this workspace.

NOTIFICATION EMAILS

Additional addresses that receive alerts and reports

+ Add email

No extra emails

Your primary email will receive all notifications.

NOTIFICATIONS

Choose which events send you an email

Watchlist activity

Status, stage or size changes on saved instruments.

New deals matching my sectors

Inferred from your organization industry and existing watchlist.

Price alerts

Triggers configured under the alerts modal.

Investor reporting reminders

Recurring nudges to send quarterly updates.

Weekly digest

Monday-morning summary of activity across your workspace.

Product updates

Occasional notes on new features. Maximum two per month.

Save preferences

SECURITY

Sign-in, password, and active sessions

Password

Use at least 12 characters and a phrase you can remember.

Update password

Two-factor authentication

Adds a one-time code from your authenticator app to every sign-in.

Active sessions

Devices currently signed into your account.

This device · macOS · Chrome

Lagos · last active just now

Current

iPhone · Safari

Abuja · 2 hours ago

Revoke

Sign out of all other devices

Integrations

Connect the tools your team already uses. Configurations apply across your deal room.

Developer · API keys

Programmatic access to your deal room. Treat these like passwords.

+ Generate API key

No keys

Generate one to programmatically pull deals and watchlist exports.

Plan & billing

Your current plan, payment method and invoices.

View invoices

Choose your plan

Payment method

Recent invoices

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DATA & PRIVACY

Export or delete your workspace

Export your data

Download a JSON snapshot of profile, watchlist and team.

Download .json

Reset workspace

Clears your saved profile, watchlist and team. Cannot be undone.

Delete workspace data

Permanently removes everything stored locally for this account.

Delete workspace data