Explore the product safely with sample data before your real workspace.
Operator demo
From marketing or sign-in surfaces, launch Live demo to provision an isolated workspace with sample decisions, goals, and weekly content. Use it to train your team or evaluate navigation before inviting real data.
Nothing in the demo should leak into customer accounts—treat it like a sandbox.
Investor demo
Launch Investor demo to see portfolio navigation, portfolio AI chat, and read-only company views without connecting a real portfolio company.
Trials vs paid
When you convert from a trial, billing and Settings stay in the same workspace—coordinate with your owner so payments line up with the team rollout in Team.