Workspace Setup

Get started in
five minutes flat.

Most platforms take weeks to set up. AssetEdge takes five minutes.
Answer a few questions, let AI do the heavy lifting, and start closing deals today.

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Basics

Three Fields. That's It.

No 20-field intake form, no phone call with sales. Drop in your name, email, and company URL. AssetEdge handles the rest.

No waiting for approval
No credit card required
Workspace ready in seconds
Update your details anytime
Welcome to AssetEdge
Let's set up your workspace
Your full name
sarah@acmecapital.com
acmecapital.com
Continue
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AI Scan

Skip the Data Entry

While you wait, AI reads your website and builds a full picture of your business: focus areas, target markets, and competitive positioning. You'd normally spend hours entering this by hand.

Replaces hours of manual data entry
Identifies your markets and focus areas
You approve everything before it's saved
Works without a website too
Analyzing
acmecapital.com
Scanning Website
Done
Analyzing Content
In progress
Building Context
Pending
6 pages analyzed
70%
~8 seconds remaining
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Review

Make Sure AI Got It Right

This is the step that makes everything else smarter. The richer your company profile, the better your agents perform. More relevant deal sourcing, sharper underwriting, and reports that actually sound like you.

Full transparency into what AI knows
Edit inline, no separate forms
Directly improves agent accuracy
Refine as your business evolves
87
Context Health
Comprehensive
WHO: Identity & Team
24/25
Acme Capital
Investment Firm
Dallas, TX
WHAT: Products & Focus
28/30
WHY: Mission & Goals
20/25
HOW: Strategy & Operations
15/20
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Goals

Tell Us What You're Working Toward

Are you trying to source more deals? Close faster? Reduce underwriting time? Your goals shape how every agent behaves, so the platform works toward what actually matters to your team.

AI suggests relevant starting points
Customize or add your own
Agents orient around your priorities
Measure what matters to your team
Your Goals
Source 12+ deals annually
Build a consistent acquisition pipeline
High
Close at 35%+ conversion rate
Improve pipeline efficiency
High
Complete underwriting in <48hrs
Reduce time-to-decision on deals
Medium
+ Add Custom Goal
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Launch

Start Working, Not Configuring

Your workspace is live. Agents are already tuned to your company, your goals are set, and your team can start sourcing deals, running underwriting, or chatting with AI right now.

Agents tuned to your company
Invite your team when you're ready
Add documents for richer context
Intuitive enough to skip training
You're all set!
Your workspace is ready to go
Acme Capital
Investment Firm · Dallas, TX
3
Members
4
Goals
Ready
Agents
Enter Workspace →
Upload documents for richer context
The Difference

Why teams switch from spreadsheets in a week.

Live in Minutes

Other platforms take weeks of IT setup. You'll be sourcing deals before lunch.

AI That Knows You

Every agent, report, and recommendation is grounded in your company, not generic templates.

No Busywork

Skip the spreadsheets, intake forms, and data migration headaches. AI does the setup for you.

Whole Team, Day One

Invite your team into a workspace that's already configured. No onboarding the onboarding tool.

Try it free for 3 days.

Set up your workspace in minutes. No credit card, no commitment.

Start Free Trial