Settings and Support

Settings and Support sit across all four products rather than inside any one of them. The compliance calendar that used to live here is part of Fund Operations; interactions, the lightweight CRM, are part of Portfolio Reporting.

Settings

Settings is where the platform is configured. Most settings are admin-only, but all users can update their display name (shown on notes and activity) and enable two-factor authentication for additional account security.

For admins, Settings covers the full platform configuration: AI provider keys and model selection (Anthropic, OpenAI, and/or OpenRouter), the default AI provider for the fund, feature visibility controls, inbound email setup (Postmark or Mailgun), outbound email providers (Gmail, Resend, Postmark, or Mailgun), Google Drive file storage, the AI summary prompt, and email templates for reporting asks.

Feature visibility is also where the four products are turned on and off. Portfolio Reporting is on by default; Investment Workflow, LP Reporting, and Fund Operations are each independent switches, off until an admin enables them.

Admins also manage the authorized senders list (email addresses allowed to submit reports via the inbound pipeline), team members and their roles, and an allow-list that controls who can sign up for the platform. A danger zone at the bottom allows admins to permanently delete all fund data if needed.

For detailed technical setup instructions (configuring Supabase, environment variables, encryption keys, email providers, deployment, and more), see the README on GitHub. It is the best reference for technical implementation details.

Support

For technical questions, feature requests, or bug reports, reach out to Taylor Davidson at Hemrock or open an issue on GitHub.

Each feature has its own page in the sidebar that explains what it does and how it works. The deployed product behind authentication includes additional documentation in its Support section with detailed guides and usage instructions.