Profile, account, investor connections, and subscription management.
Profile
Use Settings to keep name, title, avatar, and theme accurate—this shows up across collaboration surfaces.
Workspace (owners)
Account owners can rename the workspace and update industry fields that anchor reporting. Other members keep working without losing invitations.
Investor connections flow
- Open Settings → Investors (when your role allows).
- Invite a firm or respond to inbound connection requests.
- Approve or decline requests, pause visibility during sensitive periods, or revoke access when the relationship ends.
- Expect operators to manage what investors can see per decision when confidentiality matters—see Decisions end-to-end.
Billing
Owners manage plans from Billing (or Pricing during trials). If Stripe lags webhooks, subscription status can refresh payment state.