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Popular: data room setup, AI matching, email templates, billing
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Getting Started
Set up your account, invite team members, and configure your workspace
CQ Database
Search investors, save lists, and use AI matching to find the right LPs
Outreach & Email
Create campaigns, personalize messages, and track engagement
Data Room
Upload documents, set permissions, and share with investors securely
Team & Collaboration
Manage team roles, permissions, and collaborate on deals
Billing & Plans
Manage subscriptions, invoices, and upgrade your plan
Security & Privacy
Learn about our security practices, SSO, and data protection
Account Settings
Update profile, notifications, integrations, and preferences
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Quick answers to common questions
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