Get Started with Stak
From sign-up to a fully operational deal management platform in 6 steps. Most teams complete setup in under an hour.
Create Your Account
Sign up at portal.stak.pe with your work email. Choose your plan — all plans include a 14-day free trial.
- Enter your name, email, and company details
- Set a strong password and enable 2FA
- Verify your email address
Set Up Your Workspace
Configure your workspace with your company branding, currency preferences, and team roles.
- Upload your company logo for the investor portal
- Set your base currency (8 currencies supported)
- Configure workspace name and domain
Create Your First Deal
Add a company, structure an SPV, and define the fee economics — entry fee, carry, and cost allocation.
- Add a target company with valuation details
- Create an SPV with 1-tier or 2-tier structure
- Set entry PPS, entry fee %, carry %, and SPV costs
Add Investors
Import investors from CSV or add them manually. Set commitment amounts and assign them to deals.
- Add investor profiles (name, email, type, country)
- Create investments with commitment and share details
- All-in PPS and fee calculations are automatic
Invite Your Team
Add internal partners, external partners, and team members with appropriate access roles.
- Invite team members via email
- Assign roles: Admin, Partner, Viewer
- External partners get their own dashboard view
Generate Documents & Go Live
Generate confirmation letters, invite investors to the portal, and start managing your deals.
- Generate confirmation letters for each investment
- Send portal invitations to investors
- Review the investor portal as an investor would see it
Ready to Start?
Create your free account and set up your first deal in minutes.