Welcome to Data Bank! We're excited to have you on board. This guide will walk you through the essentials of setting up your account and navigating the platform.
Setting up your Profile
The first step to using Data Bank is effectively setting up your profile. Ensure your contact details are up to date and you have enabled Two-Factor Authentication (2FA) for added security.
You can manage your profile settings by clicking on your avatar in the top right corner and selecting "Account Settings".
Navigating the Dashboard
Your dashboard is the central hub for all your activities. Here you can view key metrics, recent deal flows, and upcoming tasks. Use the sidebar navigation to quickly access different sections like the Data Room or Investor Portal.
Managing Deal Flows
Deal flows are the core of Data Bank. You can create new deals, track their progress, and invite investors to view your data room. Check the "Deals" section for more detailed guides.