Uploading Your Logo and Favicon
How to set the fund logo and favicon shown to investors across the platform.
Setting Brand Colours
Configuring primary, secondary, and accent colours so the platform matches your fund's brand.
Customising Email Templates
Tailoring the look and copy of every transactional email — headers, footers, signature blocks.
Customising Deal Tabs
Showing, hiding, and renaming the tabs an investor sees on a deal page (Overview, Terms, Team, Documents, etc.).
Configuring Marketplace Toggles
Turning the three marketplace modes on or off across your client and per-deal.