Setup Guide
Configure your workspace to match your firm's branding, fee structures, and operational workflow.
Configuration Walkthrough
Six areas to configure for a fully customized platform experience.
Portal Branding
Customize the investor portal with your company branding.
- Upload your company logo (PNG/SVG, recommended 200x60px)
- Set your brand color for portal accents
- Configure the portal welcome message
- Choose your workspace domain (portal.stak.pe)
Fee Structures
Define default fee parameters for your deals.
- Set default entry fee percentage (applied per deal)
- Configure carry fee structure (standard or tiered)
- Define SPV cost allocation method (pro-rata or flat)
- Set currency preferences (base + supported currencies)
Document Templates
Configure the document engine for your branded outputs.
- Upload letterhead for confirmation letters
- Configure signatory details (name, title)
- Set footer disclaimers and legal notices
- Configure annual report template settings
Team & Access
Set up your team structure and access permissions.
- Invite team members and assign roles (Admin, Partner, Viewer)
- Configure external partner access levels
- Set workspace-level permissions for each role
- Enable or disable investor self-registration
Notifications
Configure email notifications and alerts.
- Set notification preferences per event type
- Configure investor notification settings
- Enable or disable commission notifications for partners
- Set up digest preferences (real-time or daily summary)
Advanced Settings
Fine-tune platform behavior to match your workflow.
- Configure audit log retention period (plan-dependent)
- Set rate limiting thresholds for API access
- Enable or disable specific data collections
- Configure data export formats and schedules
Need Help Setting Up?
Professional and Enterprise plans include guided onboarding with a dedicated account manager.