First sign-in, workspace layout, and how work flows through the product.
Sign in and roles
- Enter your email on the sign-in page and request a code (one-time passcode).
- Use the magic link from email, or paste the code on the OTP screen.
- Operators land in a company workspace (Overview). Investors land in the portfolio.
Your role determines which navigation you see; investors never edit portfolio company data.
How work typically flows
Most teams use hindsight in a repeating rhythm:
- Record important calls under Decisions and tie them to Goals and Departments.
- Review those decisions on a cadence from Reviews.
- Communicate upward through Weekly Review and sideways via Team.
- Lens with AI using AI chat and insight cards on the dashboard and records—see the AI guide.
First-time workspace setup (operators)
If you are creating the account, onboarding walks you through naming the workspace, inviting people, and choosing a plan or trial. You can revisit team invites from Settings later.