Getting started
Navigating the workspace
Learn the layout of the Fund Launch workspace: the roadmap canvas, the sidebar, the command menu, and the AI assistant that follows you everywhere.
The roadmap canvas
Roadmap is home. It renders your fund as a launch graph — the entities, documents, and decisions that make up your launch, connected on one canvas. It is the fastest way to see what is done, what is in progress, and what still needs a decision.
The sidebar
The floating sidebar on the left edge is the workspace's map. It groups destinations the same way this documentation does:
- Fund — Roadmap, Scroll Deck, Fund Builder, Legal Canvas, and Documents for the fund you are working on.
- Workspace — your team and shared organization context.
- Marketplace — bookings, consulting, office hours, service providers, and events.
Switching between these surfaces happens in place — the canvas recomposes around you rather than loading a new page. The sidebar collapses to a rail of round buttons when you want more room to work; hover any button for its label. Your workspace and fund selectors live in the pills at the top left, next to your avatar.
The command menu
Press ⌘K (or Ctrl K on Windows and Linux) anywhere in the app to open the command menu. Type to jump to any page, fund, or setting without touching the mouse. If you only learn one shortcut, make it this one.
The AI assistant
The chat floats at the bottom of the workspace and stays with you across pages — hide it to a bubble, or pin it as a column beside the sidebar. It understands your fund's current state, so you can ask things like "what does raising the hurdle to 8% do to LP returns?" or "summarize what's left before I can share my deck." The assistant can also draw on the documents and memory you have shared with the workspace — see .
Settings
Settings holds your profile, organization defaults, and billing. Billing — plans and credits — has its own page under .