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Tutorials: Advisors
General
Account Management
Account Troubleshooting
Platform Features
Accuracy Check
Saleability Score
FAQs
Privacy & Security
Data & Analysis
Understanding Your Analysis
Key Metrics
Valuation Estimate
Tutorials: Advisors
Admin Functions
Set Up a Business
Financial Data
Features
Managing Invitations
Tutorials: Business Owners
Onboarding
Features
Financial Data
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Help Center
Tutorials: Advisors
General
Account Management
Account Troubleshooting
Platform Features
Accuracy Check
Saleability Score
FAQs
Privacy & Security
Data & Analysis
Understanding Your Analysis
Key Metrics
Valuation Estimate
Tutorials: Advisors
Admin Functions
Set Up a Business
Financial Data
Features
Managing Invitations
Tutorials: Business Owners
Onboarding
Features
Financial Data
Tutorials: Advisors
Support to help the advisors navigate the platform
Admin Functions
How do I reassign a business to a different advisor?
How do I add a new user from my firm?
Set Up a Business
How do I set up a business with manual files?
How do I set up a business with a cloud accounting connection?
How do I set up a business without their financial data?
How do I invite my client to join the platform after I have set up their business?
How can I set up a business profile and request a financial upload from my client?
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Financial Data
I have updated financials for my client. How do I upload them?
I have uploaded financial statements for my client, what happens now?
How can I view more details about my client's valuation?
My client onboarded using Express Setup. How do I add financials on their behalf?
Features
How do I see identified advisory opportunities within my client portfolio?
How do I complete the Accuracy Check Questionnaire?
How do I complete the Saleability Score Questionnaire?
How do I set a valuation goal for my client?
Managing Invitations
How do I invite a business to join the platform?
How do I navigate my business clients list?
How do I share a business with another user at my firm?
How do I cancel an invitation for one of my business owner clients?
