Help Center
Learn the platform.
Step-by-step guides for every tool, from first login to fundraising close.
Quick start
Set up your Company Brain
Fill in your 20-field company profile. Every other tool pulls from this data.
Add your first metrics
Enter one month of KPIs in the Metrics Store to activate your Health Score.
Check your Health Score
See your SESS score and fix red flags to improve your startup readiness.
Prepare your Data Room
Upload documents to stage-gated folders and set permissions for investors.
Getting Started
Platform Overview
Navigate the dashboard, sidebar, and settings.
Setting Up Your Company Brain
Fill in your 20-field company profile that feeds every tool.
Inviting Your Team
Add members with role-based access control.
Connecting Stripe
Subscribe to a plan and manage billing.
Understanding Your Health Score
How the SESS 10-dimension scoring engine works.
Command
Strategy
Metrics
Metrics Store
Track MRR, customers, burn rate, and runway monthly.
Milestone Tracker
Kanban and timeline views for company milestones.
Health Score
6-dimension breakdown with red flags and recommendations.
KPI Benchmarking
Compare your metrics against industry benchmarks.
OKR Tracker
Quarterly objectives with key result tracking.
Unit Economics
Auto-calculated CAC, LTV, payback, and LTV:CAC.
Capital
Data Room
Stage-gated folders, templates, permissions, and analytics.
Investor CRM
6-stage Kanban pipeline with tasks and analytics.
Investor Updates
Block editor with KPI auto-fill and send tracking.
Readiness Score
Stage-specific checklist for fundraising preparedness.
Memo Generator
4 memo formats with auto-population and share links.