Getting Started
Step 1: Access Your Account
Since your organization has already completed the onboarding process, getting started is simple:- Sign in with Google: Visit usetend.ai/login and authenticate using your Google account
- Verify access: Ensure you can access the main dashboard
- Check permissions: Confirm you have the appropriate access level for your role
Step 2: Explore the Platform
Take a few minutes to familiarize yourself with Tend’s key features:Company Database
Company Database
Portfolio overview
Portfolio overview
Workflows
Workflows
Step 3: Start Managing Your Dealflow
Now you’re ready to begin actively using Tend for your investment activities:Configure Dealflow
Set up your investment stages, criteria, and automated workflows
Need Help?
Questions? Check out our comprehensive documentation or reach out to our
team at [email protected]. We’re here to help you maximize your investment
efficiency.