Navigating the workspace

The overview canvas

Overview is home. It renders your fund as a launch graph — the entities, documents, and decisions that make up your launch, connected on one canvas. It is the fastest way to see what is done, what is in progress, and what still needs a decision.

The sidebar

The left sidebar is the workspace's map. It groups destinations the same way this documentation does:

• Fund — Overview, Fund Builder, Scroll Deck, and Legal Canvas for the fund you are working on.
• Marketplace — consulting, office hours, service providers, and events.
• Workspace — Team and Settings.

The sidebar collapses to an icon rail when you want more room to work; hover any icon for its label.

The command menu

Press ⌘K (or Ctrl K on Windows and Linux) anywhere in the app to open the command menu. Type to jump to any page, fund, or setting without touching the mouse. If you only learn one shortcut, make it this one.

The AI assistant

The chat panel lives on the right edge of the workspace and stays with you across pages. It understands your fund's current state, so you can ask things like "what does raising the hurdle to 8% do to LP returns?" or "summarize what's left before I can share my deck." The assistant can also draw on the documents and memory you have shared with the workspace — see Documents & AI memory.

Settings

Settings holds your profile, organization defaults, and billing. Billing — plans and credits — has its own page under Billing & credits.