Open the official website (link in the Website column) and create a free account or start the trial. What it does: Investor CRM with AI updates: track 200k+ investors, manage pipeline and send updates. Step by step:
Step 1
sign up and set up your workspace or project;
Step 2
enter your input — data, idea, brief or document;
Step 3
run the main investor crm feature to generate the output;
Step 4
review the result, then refine and iterate with follow-up prompts/edits;
Step 5
export, download or share the final output. Begin on the free tier to learn the interface, then upgrade only if you hit limits.