Knowledge Base
Help articles
Guides for configuring deals, underwriting metrics, workspace settings, and vendor directory workflows.
Getting started
Set up your first deal
Create a project, enter acquisition assumptions, and open the scorecard.
Metrics
Understanding IRR and the 33 KPIs
How PaperWorking calculates portfolio and project metrics.
Vendor portal
Responding to vendor quote requests
Accept, quote, or decline investor requests from the vendor inbox.
Settings
Workspace settings, security, and directory skills
Configure general workspace preferences, vendor directory skills, security credentials, billing, and data privacy.
Account
Billing, trials, and plan changes
Manage subscription tiers and payment methods.
Admin
Admin: synthetic agent crew
QA synthetic personas and impersonation for platform admins.
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