Help & Support
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Frequently Asked Questions
How do I upload a CIM?
Go to your Dashboard and click "Upload CIM" or drag and drop a PDF file. The AI will analyze it in about 60 seconds.
What file formats are supported?
CIMs: PDF, DOCX, DOC. Financials: PDF, CSV, XLSX, XLS.
How accurate is the AI analysis?
Our AI provides confidence levels (A/B/C) for each analysis. A-tier analyses are highly reliable, while C-tier may need manual verification.
Can I export my deal analysis?
Yes! Click the "Export PDF" button on any deal page to download a comprehensive analysis report.
How do I set up the browser extension?
Click "Connect Extension" in the navigation bar, then follow the instructions to install and connect the extension.
What happens if I cancel my subscription?
You can cancel anytime. Your access continues until the end of your billing period. No refunds for partial periods.
How do I change my deal stage?
On any deal page, use the "Stage" dropdown in the Deal Workflow section. You can also use keyboard shortcuts (press E to edit).
Can I get a refund?
We offer a 30-day money-back guarantee. Contact us within 30 days of purchase for a full refund.