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Set up your firm

Admins set up the firm first, then their own account. Three steps, with Vic or by hand.

The first time a firm admin signs in, setup starts with the firm. It’s three steps: Identity, Departments and Your team. Then it moves on to your own account.

The admin welcome screen: Acme Capital Partners, Admin. Welcome, Jordan. First, set up Acme Capital Partners. Then set up your own account. Two cards: Tell Vic about your firm, with Setup with Vic, and Set it up myself, with Setup Manually. On the right, the firm's logo and 2 of 3 seats.
Your firm first, then you. The trail at the top shows where you are.

Setup with Vic

Section titled “Setup with Vic”

Write a line about your teams and your work. Vic proposes your departments, the catalogs on each one’s menu, and a document style. Check it, change anything, and click Set this up.

Firm setup with Vic: Tell Vic about your firm, a box for your teams and your work, and example lines to start from. On the right, Identity, Departments and Team, each with a check once it's done.
Start from one of the examples, or write your own.
How Vic read it: departments for Acquisitions and Asset Management, each with its own catalog menu and a Change link, and The Financial Press as the document style, with a Set this up button.
Vic's proposal. Nothing is set until you click Set this up.

Vic never sees your firm’s name or logo. He reads your line and proposes, and you decide.

Setup Manually

Section titled “Setup Manually”

All three steps on one page.

1. Identity

Section titled “1. Identity”

Your firm’s name, logo and document style: the type your AI uses in memos, models and reports. See Identity for the styles.

Step 1, Identity: Firm name, a choice of logos, a box to paste an image URL, and document style cards.
Pick a logo found from your firm's website, or paste a link to yours.

2. Departments

Section titled “2. Departments”

One menu for everyone gives everyone every catalog. Departments gives each team its own menu. Name a department and click the catalogs on its menu.

Step 2, Departments: the Departments option selected, an Acquisitions department with catalog pills to put on its menu, and New department.
Click a catalog to put it on that department's menu.

3. Your team

Section titled “3. Your team”

Add people by email and name, pick their department and whether they’re a member or an admin, and click Send invite. Got a list? Upload a CSV.

Step 3, Your team: who's been invited, a row for email, name, department and role, with Send invite, Add a row and Upload a CSV.
Invites go out by email. Each person gets their own setup.

When the three steps are done, click Continue to your setup. Not now? Finish later. The Finish setup button in the top bar counts both parts and brings you back.

Next steps

Section titled “Next steps”
Finish setupThe second part: your own account.
Team and seatsManage people after setup.
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AI can make mistakes. Please double-check responses. Not tax, legal, or investment advice.