Onboarding

Start Using Stak

Everything you need to go from sign-up to fully operational — in under an hour.

1

Get Started

Step-by-step guide to set up your workspace, create your first deal, and invite your team.

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2

Migrate from Spreadsheets

Import your existing investor data, deals, and companies from Excel or CSV files.

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3

Setup Guide

Configure fee structures, document templates, investor portal branding, and workspace settings.

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