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VC onboarding has three steps for members and four for workspace admins: Profile, Framework, Private documents, and (admins only) Pitch deck folder. Only Profile is required. Steps you skip come back as reminders on Home until you finish them.

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Steps

The header shows Step N of M and a progress rail. Back returns to the previous step. Sign out is in the top right.

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Profile

Tell us about yourself. Full name and Job title are required. Company, Company size, Industry and How did you hear about us? are optional, but if you choose Other in a dropdown, fill in its text box. Click Continue.

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Framework

How should StratEngine evaluate deals? Your framework sets the categories, weights and scoring anchors behind every memo.
  • Use StratEngine AI framework: start with the default and move on. StratEngine records this step as skipped, so Home shows a reminder until you create a custom framework.
  • Create custom framework: opens the framework editor in place. Saving the framework completes the step; going back returns you to the two choices.
See Custom scoring frameworks for the editor.

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Private documents

Add private documents. Upload thesis documents, past memos, IC notes or founder diligence. StratEngine searches them alongside public sources when it analyzes a deck. They’re visible to everyone in your workspace. Skip for now disappears once you’ve uploaded a file; click Continue to move on. See Private documents.

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Pitch deck folder (admins)

Auto-ingest pitch decks from a folder. Connect Google Drive, Dropbox or OneDrive, pick a folder, and StratEngine analyzes new decks dropped into it. Click Continue or Skip for now. See Auto-ingest decks from a folder or email.
The Pitch deck folder step appears only for workspace admins. After onboarding, any admin finds the same panel in Settings under Pitch Deck Folder Watch Location. Members see their forwarding address there under Pitch Deck Forwarding Address.

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Resuming

Your progress is saved each time you finish or skip a step. If you close the tab or sign out, you return to the same step next time you sign in. Until onboarding is finished, StratEngine sends you back to it whichever page you open.

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Finishing

After the last step, a You’re set. card says Your workspace is ready. Click Analyze your first pitch deck to go straight to the Upload page. Continue with Quickstart: your first memo.

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Finish skipped steps from Home

Skipped steps show as rows on Home. Each row disappears once the work is done, wherever you do it.