Help center
Find the next action without learning a new system.
Guides follow the same language and order participants see inside the private workspace.
Accept an invitation and enter your assigned role
Join a deal from a single-use invitation without choosing or changing your own role.
Understand what other parties can see
Legal name, organization, contact and mandate summary are released as separate attributes.
Upload private verification evidence
Send a file to the encrypted vault and understand who can review or download it.
Read an attestation and its limitations
Interpret what was checked, who reviewed it, when it expires and what it does not prove.
Review or request changes to a fee proposal
See only your economic projection and respond to the current immutable proposal version.
Approve a controlled document version
Review the exact NDA or LOI version before it is locked into the execution plan.
Place a signature in conditional escrow
Sign the exact locked document and consent to release only when the policy is satisfied.
Understand holds, preflight and release
See why release is blocked and what changes when an authorized sponsor executes it.