Customer

A guided pilot on your own deals

The pilot runs on the fund’s own deals, guided by our team, one deal first. No customer names or figures are published: no pilot is signed yet.

Pilot scope

Exit criteria agreed with the fund before the pilot starts.

  • 8 weeks

  • Up to 3 deals

  • Up to 5 users

How a pilot runs

  1. 1Book the guided walkthrough
  2. 2Create the fund workspace and turn on two-factor authentication
  3. 3Import your first deal
  4. 4Take it to a recorded committee decision
  5. 5Import the rest of the book and invite the team

Pilot results are published once measured on the fund's own records. None to date.