• Go to your Kela URL and enter your username or email + password.
• If MFA is enabled you will receive a 6-digit code by email — enter it within 10 minutes.
• If your admin has configured Google SSO, click "Sign in with Google" on the login page.
• Existing accounts are automatically linked to Google by email address on first OAuth login.
• Trusted devices are remembered for 30 days — you will not be prompted for MFA again on a trusted device.

• After login you land on the Dashboard (Home) — a list of your accessible documents with global AI search.
• Click a folder name to drill into it. Use the breadcrumb at the top to navigate back.
• The AI search bar at the top of the file list searches document contents with Gemini AI.
• The left sidebar is divided into three sections: Workspace (Home, Data Rooms, Q&A, Notifications, Analytics), Deal Tools (Intelligence, Due Diligence, Reports, Term Sheet & Legal, Portfolio), and Account (admin-only: Users & Permissions, Settings, Audit & Logs, Power Tools).
• Inside any deal room, the Tools dropdown gives quick access to Generate Report, Intelligence, Due Diligence, and Draft Term Sheet — the room context carries forward automatically.
• The bell icon in the top bar shows unread notifications in real time.

• The Starter plan is free forever — no credit card, no time limit. Start here and upgrade when you're ready.
• Paid plans (Professional, Growth, Enterprise) are billed immediately via Stripe when you upgrade. Cancel anytime.
• Plans: Starter (free · 1 room · 5 users · 100 MB), Professional ($99/mo · 5 rooms · 25 users · 1 GB), Growth ($299/mo · 20 rooms · 100 users · 5 GB), Enterprise ($4,999/mo · unlimited).
• Upgrade at any time: click your name in the sidebar → My Account → Upgrade Plan.
• When you hit a plan limit (rooms, users, storage), Kela will prompt you to upgrade inline.

1. Go to Home and click New Room, or go to Data Rooms in the sidebar and click New Room.
2. Enter a room name and optional description.
3. Click Create. The room appears in your dashboard immediately.
4. A root folder is automatically created for the room. Click the room name to open the split-pane browser.

• Open the room, click the Edit button (pencil icon) to change name or description.
• Admins can close (archive) a room by clicking Close Room — members lose access.
• Room stats (total documents, members, last activity) are shown at the top of the room view.

1. Open a room and click the Invite button.
2. Enter the user's email address and click Add.
3. The user receives an invitation email with a login link.
4. To remove a member, open the Members panel and click Remove next to their name.

1. Open a deal room — the left panel shows the folder tree.
2. Click New Folder (or right-click a folder and choose New Subfolder).
3. Enter a name and press Enter or click Create.
4. Subfolders can be nested to any depth.

• Click a folder in the left panel to see its files in the right panel.
• Click the chevron (›) next to a folder to expand/collapse it without navigating.
• The folder tree state is saved in your browser — it remembers which folders are open.
• Right-click any folder for a context menu: Rename, New Subfolder, Delete.

Navigate to a folder, then choose one of these upload methods:

• Local Upload: Click + Add Files → drag-and-drop files or click Browse. Multiple files supported.
• URL Import: Click + Add Files → choose URL Import → paste a public URL. The file is downloaded and added automatically.
• Cloud Storage: If Google Drive, Dropbox, or OneDrive is connected (Account → Settings → Integrations tab), you can sync folders directly into Kela.
• Drag & Drop onto canvas: Drag files directly from your desktop onto the file list area.

Supported types: PDF, DOC, DOCX, XLS, XLSX, PPT, PPTX, JPG, PNG, GIF, BMP, TIFF, WEBP — max 100 MB per file.

After upload, Gemini AI automatically classifies and summarises each PDF in the background.

1. Open a deal room and navigate to any folder.
2. Use the AI Search bar at the top of the file list (the icon).
3. Type a question or keyword and press Search.
4. Matching documents appear instantly. A Gemini AI answer card loads shortly after.
5. You can also use the AI search bar in the sidebar (top left) to ask help questions from anywhere in the app.

• Drag & Drop: Click and drag a file from the right panel and drop it onto any folder in the left panel.
• Right-click → Move: Right-click a file and choose Move to select the destination folder from a list.

• Check the checkboxes next to files to select them.
• Click Download as ZIP to download all selected files in one archive.
• Click Delete Selected to remove multiple files at once (admin only).
• Use the top checkbox to select/deselect all files in the current folder.

Right-click any file in the list to see options:

• View — open in secure viewer
• Download — download file
• Move — move to another folder
• Rename — rename the file
• Create Tracked Link — generate a shareable link with analytics
• Send for Signature — send via DocuSign (requires DocuSign connected)
• Delete — remove the file (admin only)

• Click any document name to open it in the secure in-browser viewer.
• PDFs are rendered page by page. Office files and images are shown inline.
• Kela tracks which pages you viewed and for how long (used for analytics).
• A watermark with the viewer's email and IP address is overlaid on PDFs (if enabled).
• Right-click and Print Screen are blocked in the viewer (when watermark is on).

• Click the Download button in the viewer or right-click the file and choose Download.
• Download permission must be granted per folder — if the button is greyed out, contact your admin.
• Bulk download: select multiple files and click Download as ZIP.

1. First connect DocuSign in Account → Settings → Integrations tab → DocuSign → Connect.
2. Right-click the document → Send for Signature.
3. Enter recipient name and email, click Send.
4. Track envelope status in Account → Settings → Integrations tab → DocuSign → Envelopes.

• Go to Analytics in the sidebar, then click any document for per-document stats.
• See: who viewed it, how many times, total time spent, per-page heatmap.
• Viewer list shows email, device type, first view date, and last view date.

1. Go to Account → Settings → Users tab → Invitations, or open a room and click Add in the Members panel.
2. Enter the user's email address and optional message.
3. The user receives an email with a link to set up their account.
4. You can also create users directly in Account → Users & Permissions → Create User.

• Admin: Full access to all rooms, documents, and settings.
• Member: Access only to rooms and folders they are explicitly granted access to.
• Custom Roles: Create roles (e.g. Investor, Legal, Viewer, Guest) with specific folder permission templates. Assign roles to users for bulk permissions.
• Manage roles in Account → Settings → Users tab → Roles.

Permissions are set per folder per user:

• View — can open and read documents
• Download — can download files
• Print — can print (via viewer)
• Upload — can add files to the folder

Set permissions in Account → Users & Permissions → Permissions tab, or in the room view's Permissions tab.

1. Go to Account → Settings → Security tab → NDA and upload your NDA as HTML or PDF.
2. Click Activate to publish it — all non-exempt users must accept before viewing documents.
3. Track acceptances on the same page → Acceptances tab. Export as CSV.
4. Exempt specific users via Account → Users & Permissions → Edit User → NDA Exempt.

• Users can enable MFA from their Profile page.
• Admins can force MFA for all users: Account → Users & Permissions → Force MFA for All.
• MFA uses a 6-digit code sent by email. Trusted devices skip MFA for 30 days.
• After 5 failed MFA attempts the account is locked for 1 hour. Admins can unlock manually in Account → Users & Permissions → Unlock MFA.

1. Go to Account → Users & Permissions.
2. Click any username in the table (look for the small clock icon next to the name).
3. A panel opens showing:
   • Last Login — date, time, and IP address of the most recent login
   • Last Active — most recent action of any kind
   • Activity Log — up to 60 recent events with action type, document, IP, and timestamp

Action types shown include: LOGIN, VIEW, DOWNLOAD, UPLOAD, MFA events, PERMISSION_CHANGE, NDA_ACCEPT, and more.

1. Click Q&A in the sidebar.
2. Click Ask a Question.
3. Enter a title and description. Optionally link to a document or folder, set priority (low/medium/high/urgent), and suggest a due date.
4. Submit — admins are notified immediately.

• Open any question and click Post Answer to reply.
• Assign to a team member: click Assign, select the user, set priority and due date.
• Change status: Open → In Progress → Answered → Closed.
• Toggle Public/Private — public questions are visible to all room members.
• Filter by: assignee, priority, status, overdue, "My Assigned".
• Export all Q&A as PDF or XLSX from Admin view.

• Admins receive an email and in-app notification when a new question is submitted.
• Questioners receive an email and in-app notification when their question is answered.
• Assigned team members are notified when a question is assigned to them.
• Slack notifications can be enabled for Q&A events in Account → Settings → Integrations tab → Slack.

1. Go to Account → Audit & Logs in the sidebar.
2. Filter by: user, action type, date range.
3. Every action is logged with timestamp, user, IP address, and details.
4. Click Export CSV or Export PDF to download the log.

Logged event types include: LOGIN, LOGOUT, MFA events, UPLOAD, VIEW, DOWNLOAD, DELETE, SHARE, PERMISSION_CHANGE, NDA_ACCEPT, Q&A events, BILLING events, and more.

• Go to Analytics in the sidebar.
• Filter by date range (7d / 30d / 90d), folder, or user.
• Dashboard shows: total sessions, unique viewers, total time spent, top documents, top users.
• Engagement funnel: uploaded → viewed → downloaded.
• Live unread viewing alerts (first view, long view).
• Export as XLSX (By Document, By User, Raw Events sheets) or CSV.

KPI Card Drill-Down: Click any of the four stat cards at the top (Viewing Sessions, Minutes Viewed, Unique Viewers, Docs Viewed) to open a detailed table of the underlying rows — who viewed what, when, for how long, and from which IP.

• Click any document in the Analytics dashboard for detailed stats.
• See: per-page time heatmap, viewer list, session count, total time, first/last view dates.
• Viewer list shows email, device type, country, number of sessions.

Two ways to access Intelligence:

1. From a deal room: Open the room → click the Tools dropdown → Intelligence. The room is pre-selected.
2. From the sidebar: Click Intelligence in the Deal Tools section → select a room from the dropdown (auto-filled if you recently visited a room).

You will see 8 analysis cards. Click any card to open it — the scan starts automatically. Results stream live; no "Scan" button needed. Cached results load instantly on return visits. A Re-scan button refreshes manually. If documents changed since the last scan, a banner shows which files were added or modified.

Scans all documents for five categories of risk, each as a separate focused Gemini call that streams live:

• Data Inconsistencies — conflicting figures, dates, or facts across documents
• Expired or Expiring Items — licences, permits, contracts near or past expiry
• Unusual Contract Terms — non-market clauses, one-sided provisions
• Litigation & Regulatory Risk — lawsuits, regulatory notices, compliance gaps
• Missing Critical Information — absent financials, unsigned documents, gaps in disclosure

Each flag shows severity (High / Medium / Low), title, description, and the source document. If no flags are found for a category, a transparency audit explains what was checked and why it passed.

• Checks the data room against a standard due diligence document checklist.
• Shows a completion percentage and lists matched vs. missing document categories.
• Helps ensure nothing critical is missing before sharing with investors or counterparties.

• Reads all documents and generates the questions an investor or buyer is most likely to ask.
• Useful for preparing your team before LP meetings, investor calls, or due diligence sessions.
• Each question includes a suggested answer drawn from the documents.

• Extracts all people, companies, funds, and key relationships mentioned across documents.
• Maps them into a structured view — useful for understanding deal structure, ownership chains, and counterparty relationships.
• Identifies key management, board members, investors, and legal entities.

• Compares key deal metrics (valuation, terms, structure) against market benchmarks and comparable transactions.
• Highlights where this deal is above, below, or in line with market norms.
• Results are shown as an HTML report and saved for future reference.

• Scans documents for regulatory compliance gaps — AML/KYC, GDPR, securities law, data protection, and more.
• Flags missing disclosures, outdated certifications, and potential regulatory exposure.
• Each alert includes a severity rating and the source document.

• Analyses the deal documents to identify leverage points, areas of strength, and potential concessions.
• Highlights terms that are negotiable vs. market-standard, and suggests angles for negotiation.
• Results are saved as a structured report with recommended positions.

• Detects what has changed in the data room since the last scan — added documents, revised files, and modified content.
• Surfaces material changes that could affect deal terms or due diligence conclusions.
• Useful for tracking how a data room evolves during a live deal process.

1. Open a deal room and click the Reports tab.
2. Detect Deal Type: Click Detect Deal Type — Gemini analyses the room and auto-selects the deal type (M&A, PE, VC, IPO, Private Credit, Fund Investment). Or select manually from the dropdown.
3. Select a template — the available templates match the detected deal type.
4. Enter a report title (e.g. "Q2 2026 Due Diligence").
5. Click Generate. A live step-by-step progress panel shows:
   • Collecting documents from the data room
   • Preparing document content
   • Each section listed as pending, then written by Gemini
   • Saving the report
6. When complete, you are automatically redirected to the finished report.

Generation typically takes 30–60 seconds. All content is drawn from the data room documents — Gemini will not fabricate facts not present in the files.

Template	Deal Type	Style
Equity Research	IPO	Goldman Sachs
M&A Advisory Memo	M&A	Morgan Stanley / Lazard
PE Investment Memo	Private Equity	KKR / Apollo
Credit Analyst Memo	Private Credit	Blackstone Credit
VC Investment Memo	VC Fundraise	Sequoia / a16z
LP Due Diligence Memo	Fund Investment	Cambridge Associates

Each template includes 8–10 sections (Executive Summary, Financial Analysis, Comparable Analysis, Risk Factors, Recommendation, etc.). The comparable analysis section may use live market data via Google Search grounding.

• Generated reports are saved and accessible to all room members in the Reports tab → Past Reports list.
• Download as PDF or Word (.docx) using the buttons next to each report.
• All past reports are listed with template type, date generated, and status.

1. Go to Account → Settings → Integrations tab → DocuSign.
2. Click Connect and authorize with your DocuSign account.
3. To send a document for signature: right-click any document → Send for Signature → enter recipient name and email → Send.
4. Track envelope status in Settings → Integrations tab → DocuSign → Envelopes.
5. When signing is complete, a Slack notification is sent if Slack is connected.

1. Go to Account → Settings → Integrations tab → Slack.
2. Paste your Slack Incoming Webhook URL.
3. Select which events trigger Slack messages: first view, long view, user joined, file uploaded, Q&A submitted, DocuSign complete.
4. Click Save. Click Test to send a test message.

1. Go to Account → Settings → Integrations tab → Google Drive.
2. Click Connect and authorize with your Google account.
3. Select the Drive folder to sync and set a sync frequency.
4. Files from Drive are imported into Kela automatically on each sync.

1. Go to Account → Settings → Integrations tab → Dropbox.
2. Click Connect → authorize with your Dropbox account.
3. Select the Dropbox folder and sync frequency, then Save.

1. Go to Account → Settings → Integrations tab → OneDrive.
2. Click Connect → authorize with your Microsoft account.
3. Select the OneDrive folder and sync frequency, then Save.

1. Go to Account → Settings → Integrations tab → Zoom and connect your Zoom account.
2. Inside any deal room, click Schedule Zoom Meeting.
3. The meeting is created and the link is shared with room members.

1. Right-click any document → Create Tracked Link (or use the action menu in the file list).
2. Optionally: set recipient name/email, add a personal message, set max views, set expiry days.
3. Toggle Email Gate — if on, viewers must enter their email before seeing the document.
4. Click Create — a shareable URL is generated. No Kela login required for the viewer.
5. Copy the link and share it directly with your LP or counterparty.

• Right-click the document → Tracked Links to see all links for that document.
• Click any link to view analytics: view count, unique viewers, device type, country, per-page time.
• Deactivate a link at any time — it becomes immediately inaccessible.

• Go to Power Tools → Dashboards.
• Choose from 4 starter templates or click Build Your Own.
• Add widgets: Document Views, User Logins, Q&A Volume, Top Docs, LP Engagement, Room Status, Signature Tracker, and more (15+ types).
• Chart types: bar, line, pie, number card, table.
• Preview live data, save, export as PDF, or share via a link.

1. Go to Power Tools → Automations.
2. Click a template (6 ready-made) or click Build Your Own.
3. Step 1 — Trigger: document uploaded, first view, long view, Q&A submitted, DocuSign complete, member joined, storage limit, or scheduled.
4. Step 2 — Action: send Slack message, send email, in-app notification, or webhook call.
5. Use template variables like [User name], [Document name], [Room name] in message text.
6. Step 3: name the automation, click Test First (dry run), then click Save and toggle On.

• Go to Power Tools → Connected Apps.
• Add webhook endpoints for Zapier, Make.com, or any custom URL.
• Select which events to subscribe to.
• Test with one click. View the last 20 deliveries to debug failures.
• All payloads are signed with HMAC-SHA256 in the X-Kela-Signature header.
• Toggle integrations on/off at any time.

• Go to Power Tools → AI Assistant.
• Chat with Gemini 2.5 Flash — it reads your real VDR data before answering (audit logs, documents, rooms, Q&A, user engagement).
• Example questions: "Which LPs haven't viewed any documents?", "Summarise this week's activity", "What questions are unanswered?"
• Rate limit: 50 queries/day on Growth, unlimited on Enterprise. Requires GEMINI_API_KEY.

1. Go to Power Tools → Embed Widgets.
2. Select widget type: Document Viewer, Activity Feed, or Deal Room Stats.
3. Choose theme (light/dark/brand) and dimensions.
4. Click Generate Embed Code.
5. Copy the <iframe> HTML and paste it into your website (Squarespace, Webflow, WordPress, etc.).
6. Tokens expire in 30 days. No viewer login required.

• Go to Power Tools → Advanced.
• Get the JSON config to connect Claude Code (AI coding assistant) to your VDR via MCP (Model Context Protocol).
• Copy the config → paste into Claude Code Settings → MCP Servers → replace YOUR_API_KEY with your API key.
• Use the Live Tool Tester to test MCP tools directly in your browser.

Gemini scans the document's full text and identifies two categories of sensitive content:

PII (Personally Identifiable Information)

• Full names of individuals
• Email addresses and phone numbers
• SSNs / tax identification numbers
• Physical addresses
• Bank account and routing numbers
• Passport and government ID numbers

Commercially Sensitive

• Specific pricing, fee schedules, and revenue figures
• Named third-party clients or partners (not the subject company)
• Internal deal or project codenames

Each detected string is listed with its risk level (High / Medium / Low) and the number of occurrences found in the document.

1. Open any document using the document viewer.
2. Click the Redact button in the top toolbar (available to admins and users with download permission).
3. Kela sends the document to Gemini for analysis — this typically takes 10–30 seconds.
4. You are taken to the Redaction Review page, which lists all detected sensitive strings.
5. Review the list. All strings are pre-approved by default (opt-out model). Deselect any strings you want to keep visible.
6. Use Bulk actions to quickly select/deselect by risk level.
7. Click Apply Redactions & Generate Clean PDF.
8. Download the clean PDF — it contains black boxes over all approved strings.

• Stats bar — shows counts of High / Medium / Low risk strings at a glance.
• Toggle switches — each row has an on/off switch. ON = will be redacted. OFF = will remain visible in the clean PDF.
• Occurrences — how many times the string appears; all occurrences are redacted when approved.
• Bulk actions — quickly select/deselect all, or all strings of a specific risk level.
• Re-analyse — run a fresh Gemini scan if you want updated results (e.g. after editing the document).

Kela uses a two-layer approach — the same technique as the watermark engine:

1. Text position detection — pypdf scans each page and records where each text segment is positioned using PDF coordinate matrices.
2. Black rectangle overlay — reportlab draws solid black boxes over each detected occurrence on a transparent canvas layer.
3. Merge — the overlay is merged onto the original page (non-destructively), and the resulting PDF is saved as a new file in secure storage.

The original document remains in storage unchanged. For maximum security (e.g. when the text layer must also be scrubbed), print the clean PDF to a new PDF via your OS print dialog — this rasterises the text layer.

Can I run redaction multiple times on the same document?
Yes. Each click of the Redact button creates a fresh analysis job. You can re-run at any time and the review page will reflect the latest results.

Does redaction support DOCX and XLSX files?
Currently the engine works on PDFs and documents that have been converted to PDF (DOCX, PPTX). The text analysis works on all document types that have extracted text.

Who can run redaction?
Admins and users with download permission can trigger the Redact button. This ensures only authorised users can generate clean copies.

Is the clean PDF stored permanently?
Yes — the clean PDF is stored in your Kela storage and can be downloaded again from the Redaction Review page at any time (status shown as "Complete").

Does Gemini see my document content?
Yes — the document text is sent to the Gemini API for analysis. Gemini uses zero data retention by default for API calls. If your firm has strict data residency requirements, review Google's Gemini API data processing terms before using this feature.

Each digest covers the prior 7 days and includes:

• Health Score — an overall score (0–100) based on completeness, open Q&A, red flags, member activity, and document freshness.
• New Documents — count of files uploaded since the last digest.
• Red Flags — count of open high/medium risk flags from the Intelligence Suite.
• Q&A Status — total questions, open/answered breakdown.
• Completeness Score — percentage of required documents present.
• Active Members — number of users who accessed the room in the past 7 days.
• Compliance Alerts — count of open compliance issues.

The email uses your organisation's branding (sidebar colour) and is delivered at 9 AM UTC every Monday.

1. Go to Account → Settings → Notifications tab.
2. Toggle Enable Deal Health Digest on.
3. Choose the frequency (Weekly or Daily) and delivery time.
4. Optionally add extra recipient email addresses in the Additional Recipients field.
5. Click Save Settings.

You can also send an immediate digest for any room using the Send Now button next to each room in the settings table.

By default, digests are sent to:

• All admin users in your organisation.
• Any addresses listed in the Additional Recipients field in digest settings.

Digests are only sent for rooms that had activity (new docs, Q&A, or member access) in the past 7 days, unless you use Send Now (which sends regardless of activity).

The health score is a weighted composite (0–100):

Factor	Max points
Completeness score ≥ 80%	30
No open Q&A questions	20
No high-risk red flags	20
Active members in past 7 days	15
New documents uploaded recently	15

Scores ≥ 80 are "Healthy", 50–79 are "Needs Attention", and < 50 are "At Risk".

You can preview a digest email before it sends automatically:

1. Go to Account → Settings → Notifications tab.
2. Find the room you want to preview in the room table.
3. Click Preview — this opens a rendered preview of the digest email in your browser.
4. To send it immediately to all recipients, click Send Now.

When you click Generate with AI, Kela:

1. Reads up to 40,000 characters of extracted text from all documents in the deal room.
2. Pulls structured facts from Intelligence Suite scans (entity map, deal summary, key terms).
3. Sends the context to Gemini 2.5 Flash with a legal drafting prompt.
4. Returns a pre-filled document with real party names, valuations, dates, and conditions — or [UNKNOWN — please specify] for missing data.

The entire generation typically takes 10–20 seconds depending on document volume.

• Term Sheet — Non-binding summary of key deal terms. Includes Parties, Transaction Overview, Consideration & Valuation, Key Terms, Representations & Warranties, Conditions to Closing, Timeline, Exclusivity, Governing Law, and Signatories.
• Letter of Intent (LOI) — Statement of intent to proceed. Includes Introduction, Proposed Transaction, Purchase Price, Due Diligence, Exclusivity, Conditions, Confidentiality, Governing Law, and Signatories.
• Non-Disclosure Agreement (NDA) — Mutual confidentiality agreement. Includes Parties, Scope of Confidential Information, Obligations, Exceptions, Term, Return of Information, Governing Law, and Signatories.

1. Open a Deal Room and click Draft Term Sheet in the room header.
2. Select the document type (Term Sheet, LOI, or NDA).
3. Optionally check Use documents as context (on by default if the room has files).
4. Click Generate with AI and wait 10–20 seconds.
5. The editor opens automatically with all sections pre-filled.

In the draft editor:

• Click any section to edit it directly — sections are contenteditable.
• Changes are auto-saved 2 seconds after you stop typing (look for the "Saved" indicator in the top bar).
• Press Cmd+S / Ctrl+S to save immediately.
• Use the left-side Sections navigation to jump between sections.
• AI-generated sections show an AI-generated badge; edited sections show an Edited badge.
• Click Mark as Final to lock the document status.
• Click Re-generate to discard and create a fresh AI draft (a new draft is created, the old one is preserved).

Click Export DOCX in the editor header. The file downloads as a .doc file that opens in Microsoft Word, Google Docs, or any compatible word processor.

The export includes all section headings and content with basic Word-compatible formatting (Calibri font, styled headings). Edit further in Word to apply your organisation's template.

Plan	Price	Rooms	Users	Storage	API / Integrations
Starter	Free forever	1	5	100 MB	—
Professional	$99/month	5	25	1 GB	Integrations
Growth ⭐	$299/month	20	100	5 GB	Integrations + API
Enterprise	$4,999/month	Unlimited	Unlimited	500 GB	Integrations + API

Starter is free forever — no credit card required. Upgrade to a paid plan at any time. All paid plans include the full AI Intelligence Suite, document redaction, reports, term sheet drafting, and deal digest.

1. Go to Account → Settings → Billing tab.
2. Click Upgrade Plan and choose your plan. You will be taken to Stripe checkout — payment is collected immediately.
3. To manage your subscription (cancel, update payment method), click Manage Billing to open the Stripe customer portal.
4. To cancel your account entirely, scroll to the Danger Zone in My Account (admin only).

Kela enforces limits on deal rooms, users, and storage per plan. When you reach a limit:

• Deal rooms: Creating a new room shows an upgrade prompt. Existing rooms are unaffected.
• Users: Inviting a new user past your seat limit shows an upgrade prompt.
• Storage: Uploading a file that would exceed your storage shows an upgrade prompt. A warning banner also appears in the sidebar when you're at 80%+ capacity.

In all cases, existing data is safe — only new additions are blocked until you upgrade.

Click your name or avatar in the bottom-left sidebar. This opens the My Account page where you can manage your profile, security, subscription, and usage.

• Enter your Full Name and Company Name in the Personal Information card and click Save Changes.
• Your full name appears in the sidebar instead of your email once set.
• Username and email are read-only (contact support to change email).

• Enter your current password, then the new password (minimum 8 characters), and confirm it.
• Click Update Password.
• This section is hidden for Google/Microsoft SSO accounts (password is managed by your identity provider).

The right column (visible to workspace admins) shows:

• Subscription card: current plan, status (Active / Suspended), and an Upgrade button if you're not on Enterprise.
• Usage card: live progress bars for Team Members, Deal Rooms, and Storage — colour-coded green → yellow → red as you approach limits.
• Click Manage Billing to open the Stripe portal for payment method changes or cancellation.

Workspace admins can cancel in the Danger Zone at the bottom of My Account:

• Click Cancel & Close Account and confirm the prompt.
• All data is retained for 30 days then permanently deleted.
• This action cannot be undone — export any documents you need first.

• Go to Account → Settings → Workspace tab.
• Upload your logo (shown in the sidebar), set accent color, sidebar color, and footer message.
• Changes apply immediately for all users.

• Go to Account → Settings → Security tab → SSO.
• Google SSO: Enter SSO_GOOGLE_CLIENT_ID and SSO_GOOGLE_CLIENT_SECRET. Users can sign in with Google. Existing accounts are linked by email.
• Microsoft SSO: Enter SSO_MICROSOFT_CLIENT_ID, SSO_MICROSOFT_CLIENT_SECRET, and SSO_MICROSOFT_TENANT_ID.
• Once configured, "Sign in with Google" or "Sign in with Microsoft" buttons appear on the login page.

1. Go to Account → Settings → Security tab → API Keys.
2. Click Create New Key. Keys start with vdr_ and never expire unless revoked.
3. Use keys for the REST API and MCP server integration.
4. Revoke a key at any time — it immediately stops working.

• Go to Account → Settings → Security tab.
• Configure: IP whitelist, password requirements, session timeout, NDA gate, watermark settings (opacity, font size, angle, style, color), MFA enforcement.
• Per-user watermark exemptions can be set in Account → Users & Permissions → Edit User.

• Generate an API key in Account → Settings → Security tab → API Keys.
• Include it in requests as Authorization: Bearer vdr_yourkey.
• View the full API reference at /api/docs (OpenAPI/Swagger UI).
• Endpoints available: list documents, upload, download, search, Q&A, audit log, analytics, rooms, and more.

• The MCP (Model Context Protocol) server lets AI tools like Claude Code connect directly to your VDR.
• Get the JSON config from Power Tools → Advanced.
• Paste the config into Claude Code → Settings → MCP Servers → replace YOUR_API_KEY.
• Once connected, Claude can read your documents, search, answer questions about room contents, and more.

A Fund Profile is the central record for each fund you manage. It stores fund identity, fee terms, and the linked ops room that holds all fund documents.

1. Go to ODD / DDQ in the sidebar and click New Fund Profile.
2. Fill in the fund name, type, vintage year, AUM, management fee, carried interest, and domicile.
3. Click Create. A dedicated Fund Operations deal room is automatically created with 6 standard folders: Portfolio & Performance, Compliance & Legal, Finance & Reporting, Team & Org, IT & BCP, and Offering & Legal.
4. Upload your fund documents (PPM, audited financials, compliance manual, org chart, IT policy, etc.) directly into the relevant folders of the ops room.

Each fund profile card on the ODD dashboard shows AUM, fees, domicile, and quick links to View, Answer Bank, and Generate ODD.

Instead of starting from scratch, you can auto-populate an entire fund profile by having Gemini AI read an existing document set.

1. On the ODD dashboard, click Import from Data Source.
2. Choose a source: Kela Data Room (any existing room in your org) or Google Drive.
3. Select the room or Drive folder that contains your fund documents.
4. Click Import. Gemini reads all documents in two passes — first extracting raw fund data, then structuring it into a fund profile and populating the Answer Bank.
5. A new fund profile is created automatically. Review and edit any fields that need adjustment.

Tip — Re-extract Docs: If you uploaded documents before the AI import feature was added, click Re-extract Docs on the ODD dashboard. This re-runs MarkItDown text extraction on all your existing documents so Gemini can read them correctly during import.

The Answer Bank is the core of the ODD Manager — 165 canonical ODD questions across 18 topics, each with an AI-derived answer sourced from your fund's documents.

18 Topics:

• Key Data — fund name, vintage, AUM, domicile, regulatory status
• Fund Terms — management fee, carry, hurdle, GP commitment, fund life
• Organisation Overview — firm history, ownership, office locations, AUM evolution
• Investment Process — strategy, deal sourcing, screening, IC structure, portfolio construction
• Valuation — methodology, frequency, GIPS compliance, third-party review
• Compliance & Legal — regulatory registrations, KYC/AML, conflicts of interest, codes of conduct
• IT & Business Continuity — cybersecurity, data protection, business continuity, disaster recovery
• Service Providers — administrator, auditor, legal counsel, prime broker, custodian
• Track Record — historical performance, realised/unrealised returns, selected investments
• Team & People — senior partners, investment team, operating partners, tenure
• Cash Controls & Treasury — cash handling, bank signatories, subscription/redemption process
• LP Reporting & Transparency — reporting frequency, ILPA templates, capital account statements
• ESG & Sustainability — ESG policy, responsible investment, UN PRI, climate risk
• LP Governance & Rights — LP Advisory Committee, key-man provisions, LPAC voting rights
• Risk Management — enterprise risk framework, concentration limits, hedging, stress testing
• Tax & Structuring — fund domicile, FATCA/CRS, UBTI, tax reporting
• Operations & Middle/Back Office — NAV workflow, reconciliation, trade settlement, internal controls
• Environmental, Social & Development Impact — ESMS, IFC Performance Standards, development impact metrics

Freshness scores are shown per answer (0–100%). Answers decay over time and are flagged as "Needs Review" when stale.

To edit an answer manually: click Edit on any card, update the text, click Save. Changes are stored immediately.
To mark an answer as reviewed: click the Mark Reviewed badge on any card flagged "Needs Review".
Sidebar filter: click any topic in the left sidebar to narrow the view to that topic only. Each topic shows its answered/total count and a warning badge if any answers are stale.

Click Refresh All (AI) on the Answer Bank page to have Gemini re-read all documents in your fund's ops room and update every answer.

• A live progress bar shows each of the 18 topics being processed in sequence.
• On success, a green appears and the page reloads after 3 seconds with updated answers and freshness scores.
• On error, a red appears with the error message — it stays visible until you dismiss it with the ✕ button, so you can read what went wrong. The Refresh button is re-enabled so you can retry.
• The refresh reads all documents across all 6 folders of the fund's ops room — upload more documents first for better coverage.

Once the Answer Bank is populated, click Generate ODD from any fund profile or the Answer Bank page.

Mode A — Kela Branded DOCX:

• Gemini reads all Answer Bank items and generates a polished, professional ODD document.
• Includes your fund logo, structured sections, and formatted narrative text.
• Download as DOCX — suitable for LPs who just ask "send me your ODD document".

Mode B — Fill LP's Template (key feature):

• Upload the LP's blank questionnaire DOCX (e.g. ADIA 23-page form, Castellar 20-page form, ILPA DDQ).
• Gemini reads the LP's form, identifies every question and blank cell, maps each to the best Answer Bank item, and fills in the answers — preserving all LP formatting (logos, table borders, fonts, page layout, shading).
• Where no answer exists in the bank, the cell is marked [TO COMPLETE — topic] so you know exactly what's missing before sending.
• Download the filled DOCX — ready to send directly to the LP.

Where: LP CRM (/fundos/lp-crm/) → "Run Autopilot" button (top right).
What it does: scans every LP in the org and proposes follow-up emails under two rules — stale-21-days (no LPEmail activity in 21+ days) and warm-meeting (an LPMeeting in the last 14 days without a logged follow-up).
Approve flow: each proposal is an AgentAction of kind lp_crm.log_email; clicking Approve writes the LPEmail row. Gemini drafts each email with tone matched to the rule; deterministic fallback when no API key.
Caps at: 100 LPs per run (Vercel 60s budget).

Where: Deal CRM subnav → Screen pitch.
What it does: paste pitch email or deck text; Gemini extracts structured fields (company, sector, stage, ask, valuation, founders), writes a 1-page screening memo, and recommends pass / proceed / strong_proceed. proceed or higher emits a crm.create_deal AgentAction — Approve materialises a Deal row.
VI match: if Kela has an imported VI company with the same (case-insensitive) name, the Deal is stamped with vi_company_id automatically so downstream enrichment kicks in.

Where: open a FundOS VDR room → "Run Diligence Agent" button.
What it does: RAG-grounds every finding. Two preset scans (up to 5 findings each):

• Red Flags — risky clauses, missing reps, unverifiable claims, regulatory concerns.
• Completeness — document types commonly expected in a standard DD pack that appear missing.

Each finding has {title, severity, description, recommended_action, citations:[n]} and attaches full evidence snippets linking to Document IDs.
Linked deal: when the room is linked to a Deal (via Transaction), each finding emits a crm.add_note proposal — approving files it as a typed, severity-marked note on the deal timeline.

Where: transaction detail page → "Extract CPs from term sheet" modal.
What it does: paste a term sheet; Gemini extracts every condition precedent, pre-closing deliverable, and signature requirement. Each becomes a transactions.add_task proposal — Approve creates a TransactionTask with category (legal / financial / regulatory / operational / signature), due date (clamped to target_close_date − due_offset_days), and owner_role folded into the task note.

Where: Investor Portal → LP detail → capital-calls row → small stars button.
What it does: proposes a 5-step reminder ladder — T-14 (gentle), T-7 (reminder), T-3 (reminder), T-1 (urgent), overdue. Each is an lp_crm.log_email AgentAction. Skips paid calls, LPs without a primary_contact_email, and reminder dates already past (except overdue when actually overdue). Tone escalates with urgency.

Where: Risk dashboard → "Run Risk Agent" button.
What it does: classifies every covenant as ok / watch / breach / unknown (headroom < 0 → breach, < 5% → watch). For non-ok covenants, emits a risk.create_alert AgentAction (Approve writes a RiskAlert row) plus — when the covenant is linked to a deal — a crm.add_note for the deal timeline. Each notice uses live VentureInsights performance signals when the deal is VI-linked ("revenue_miss reported in Q1 10-Q filing" vs generic "DSCR below threshold").

Where: /fundos/team.
What it does: type a natural-language objective ("Run IC prep for ACME — memo, red flags, 5 anticipated questions"). Supervisor (Gemini) plans 1–3 sub-tasks from a catalog — diligence, risk, qa_prep, screening, vi_intel. Each sub-task runs as a separate child AgentRun so you can drill into its live event stream. Parent run emits tool_call / tool_result events for each step and composes a final summary.

Every agent writes structured AgentEvent rows as it runs (agent_start, status, classification, tool_call, tool_result, action_proposal, content, error, done). The run-detail page /fundos/agent/runs/<id> streams these via SSE with ?since=<event_id> resume; on Vercel's 45s function timeout budget the server emits a timeout event with resume_from so the client reconnects cleanly.

Proposed side-effects are AgentAction rows with status="proposed". An action handler is registered per kind (lp_crm.log_email, crm.create_deal, crm.add_note, risk.create_alert, transactions.add_task). Approve runs the handler and commits; Reject records the reason. No mutation ever happens without a user click.

Every call is cost-metered via CreditLedger with trace_id / agent_name / tool_name / duration_ms columns — see Admin → Usage & Traces.

1. Click the stars fab (bottom-right corner of any FundOS page).
2. Type any question about this workspace in the textarea; press Enter to send (Shift+Enter for newline).
3. Copilot answers with inline citation chips linking to the source Document IDs in your data room.
4. Click the trash icon at the top of the drawer to clear history.

The chat sidebar reads <meta name="copilot-context"> on the page. The backend picks the narrowest scope it can:

1. If the page carries lp_id → LP's bound room, else org-wide RAG.
2. Else room_id → that specific room.
3. Else deal_id → linked Transaction's room, else org-wide.
4. Else → org-wide cross-room retrieval.

The scope label ("room X", "deal Y", "workspace") shows up in the retrieved context sent to Gemini.

When the current page has a deal_id that's linked to a VI company (Deal.vi_company_id set), Copilot fetches live VI intel + sector comparables via the analytics tool and injects them into the Gemini prompt before the data-room excerpts. Silently degrades to standard RAG when VI isn't configured.

1. Ask a VI admin to mint an API key via POST /client/create on 8vdx-api, scoped to your VC firm (vcFirmId). Copy the resulting accessKey.
2. Open Settings → Integrations → VentureInsights.
3. Paste the NestJS base URL (e.g. https://stage-api.8vdx.io), the API key, and optionally the analytics-tool URL and agent MCP URL.
4. Check the modules you want VI data to flow into: CRM, LP CRM, CIM, Pricer, Risk.
5. Click Save connection.
6. Click Test connection — shows a status badge per upstream (NestJS / analytics / MCP).
7. Click Rotate secret to generate an HMAC secret for inbound webhooks. Copy it (shown ONCE), and give it to the VI admin to paste into POST /webhooks/subscriptions on VI's side with the Kela target URL shown on the integration page.
8. Click Import Companies → Deal CRM to run a one-time backfill. Repeat with Import Funds → LP CRM.

Backfill (one-time, manual): the Import buttons hit GET /api/v1/companies and GET /api/v1/funds on 8vdx-api and upsert each record through a shared mapping helper.

Webhooks (real-time): every CRUD mutation on VI emits an HMAC-signed POST to /webhooks/vi/<event_type> on Kela. Six handlers are registered — company.created / company.updated / company.deleted / fund.created / fund.updated / fund.deleted. GP edits on Kela-side Deal rows are preserved (notes are never overwritten); only authoritative fields (name, stage, committed_capital) are refreshed.

Reconciliation (nightly 03:00 UTC): /webhooks/vi/cron/reconcile pulls records updated since last_sync_at and replays any webhook events that failed all 5 retries. Protected by CRON_SECRET header; runs via Vercel cron.

Volatile data (team changes, press, funding rounds, sector comparables, performance signals) is NEVER cached in Kela rows. Instead it's fetched at feature-compute time from:

• Agent MCP (8vdx-agent-backend-v2): vi.get_company_intel, vi.get_fund_metadata, vi.search_sector_comparables. Preferred when configured.
• Analytics REST (portfolio-analytics-tool): /benchmarks/sector/:slug, /companies/:id/performance-signals. Used for Pricer defaults + Risk Agent signals.
• NestJS REST fallback — always available.

Consumers: CIM Suggest/Regenerate, Copilot (when page has a deal_id), Risk Agent lender notices, Deal Team vi_intel sub-agent, Deal Screener name matcher.

Three Kela-authored events fire outbound via Power Tools → Connected Apps webhook endpoints. VI or any other consumer (Zapier, Make, custom) can subscribe:

• odd.profile.updated — FundProfile save
• answer_bank.updated — AnswerBankItem sync
• room.red_flag.added — RedFlag row inserted by DD Agent

All signed HMAC-SHA256 with X-Kela-Signature. Delivery audit rows in Admin → Connected Apps → Deliveries.

Every VI code path degrades cleanly when VI is unreachable or not configured:

• VIClient returns VIResponse(ok=False) with the real error captured.
• Enrichment helpers return None; prompts simply skip the "VentureInsights context" block.
• Webhook handlers still return 200 + audit the skip.
• Reconciler persists a failed run with the connection error in error_message so status is visible.

No Kela functionality regresses when VI is down.

1. Open Settings → Invite Links.
2. Fill in a label ("Deal team onboarding"), optional role preset, optional allowed email domain (e.g. yourfund.com), optional max uses and expiry hours.
3. Click Create link. The generated URL is flashed at the top — click the clipboard button in the table row to copy.
4. Paste the URL into Slack / email. Anyone who clicks it, signs in, and passes domain check joins the workspace with the configured role.

Recipient hits /invite/<token>:

• Not signed in → "Sign in to accept" prompt with links to login + create-account.
• Signed in, domain mismatch → warning "This link is restricted to @{domain} email addresses."
• Signed in, already a member of this org → "You're already a member" flash.
• Signed in, all checks pass → Accept invitation button. Click writes an InviteLinkClaim row + updates user.organization_id + assigns the role.

Click the red × button on any active link to revoke. Anyone who already claimed keeps their access; new clicks see "This invite link has been revoked." Audit logged as INVITE_LINK_REVOKE.

Open /fundos (or click FundOS in the sidebar if your org has it enabled). The standard Kela sidebar is replaced by a top module bar showing all nine modules. Each module loads its own purpose-built layout with a per-module subnav. Your Kela sidebar is restored the moment you navigate back to Docs or any non-FundOS page.

1. Open FundOS → CRM.
2. Click New Deal. Fill in name, counterparty, asset class, stage (sourcing / qualification / dd / ic / closing / closed / lost), target size, IRR target.
3. Save — the deal appears on the kanban board.
4. Drag deals between stage columns; every move is logged as an activity.
5. Open a deal for the right-hand detail panel: contacts, activity timeline, linked VDR, linked transaction.
6. API: POST /api/v1/fundos/crm/deals or GET /api/v1/fundos/crm/pipeline.

The FundOS VDR wraps the existing Kela VDR and adds a zero-data-access mode.

1. Add a SharePoint / Egnyte / Google Drive MCP connection in Settings → MCP Connections.
2. Toggle BYOD mode: on and enable it for the vdr and cim modules.
3. Open FundOS → VDR → click Generate ODD.
4. Pick your MCP source instead of a Kela room, and enter the folder path.
5. Kela reads docs in-memory via MCP, runs Gemini, saves the answers to the Answer Bank. Source documents are never written to Kela's DB or S3.
6. The audit log records odd_generate_byod with the MCP connection id + doc count — but zero bytes of doc content.

1. Open FundOS → Transactions.
2. Click Draft Transaction. Name, asset class, target close date, parties (name + role + email).
3. Optionally link an existing CRM deal and a VDR room.
4. Leave seed default tasks on — Kela adds the standard closing task pack (IC approval, legal review, KYC, funds flow, signing, funding).
5. Move the transaction through drafting → negotiating → signed → funding → closed. Closing auto-stamps a close date.
6. Every status change + task completion is written to the timeline.

1. Open FundOS → Pricer.
2. Enter principal, term (months), coupon %, benchmark %, floor / ceiling.
3. Pick an amortisation profile: bullet, linear, or level payment.
4. Add tranches for waterfall modelling (senior / mezz / equity).
5. Click Run → see IRR, MOIC, WAL, effective rate and the full cashflow schedule. If you linked a Deal, the result persists as a DealPricing row.
6. All pricing math is pure-Python and Vercel-edge compatible — no numpy / scipy.

1. Open FundOS → Risk.
2. Click Add Covenant. Pick type (DSCR, LTV, liquidity, EBITDA, debt ratio, custom), direction (≥ or ≤), threshold.
3. Optionally link the covenant to a CRM deal.
4. Post current values as they update. Status auto-classifies: healthy / watch / breach. Breaches create RiskAlert rows.
5. Use the dashboard KPI cards to see rooms with critical alerts. Filter by deal / severity.
6. Simulate a covenant without persisting: POST /api/v1/fundos/risk/check with inline values.

1. Open FundOS → CIM → New CIM.
2. Pick a template: standard (10 sections), teaser (3 sections), or onepager.
3. Link a deal (optional) and pick a source — Kela VDR room, inline upload, or MCP BYOD connection.
4. Click Generate. Each section is synthesised independently; you can regenerate a single section without touching the rest.
5. Status moves draft → in-review → final. Export as PDF or Word.

1. Open FundOS → Investors → New LP.
2. Enter name, entity type (individual / family_office / pension / institution / SWF / endowment / FoF / other), jurisdiction, primary contact, committed capital, KYC status.
3. Open the LP detail page → click Issue Capital Call. Amount, notice date, due date, reference.
4. Post payments as they arrive — the LP's deployed_capital and call status update automatically.
5. See every call across all LPs at Investors → All capital calls. Filter by status.

1. Open FundOS → CFO → create a Fund Account (fund / SPV / feeder / GP / management entity).
2. Post journal entries (date, category, debit, credit). Income, expense, fee, carry, distribution, capital_call, investment.
3. Open the account → Compute P&L: income, expenses, fees, net income; runs pure-Python.
4. Click Waterfall → classic European: ROC → preferred return at hurdle (default 8%) → GP catch-up → carry split. Enter hurdle / carry as percentage points in the form (e.g. 8 and 20, not 0.08). LP and GP totals break down tier-by-tier.
5. Headless: POST /api/v1/fundos/cfo/report with entries: [...] and no fund_account_id for BYOD math.

1. Open FundOS → Syndication → New Syndication.
2. Name, lead arranger, target amount, closing date. Optionally link a CRM deal.
3. Inside the syndication, add investors by either picking an existing LP or free-text entry. Enter requested and allocated amounts.
4. Allocation % updates automatically as you edit allocated values. Fill-rate KPI tracks toward target.
5. Per-row: update KYC status (pending / in-review / passed / failed) and funds status (unsigned / signed / wired / cleared) from inline dropdowns.
6. Status moves building → offering → allocating → closing → closed.

1. Go to Settings → MCP Connections → Add connection.
2. Pick a template (SharePoint / Egnyte / Salesforce / QuickBooks / Xero / Bloomberg / VentureInsights / custom).
3. Enter the server URL (HTTPS, SSE, or stdio command) and auth credentials.
4. Tick which FundOS modules this connection should power (e.g. vdr + cim for a document source, crm for Salesforce).
5. Toggle BYOD mode on if source data should never land in Kela storage.
6. Save — Kela runs a health check. Healthy connections show ✅ next to the name.

• Documents: SharePoint, Egnyte, Google Drive, Dropbox — used by VDR, ODD, CIM.
• CRM: Salesforce, HubSpot, Affinity — used by the FundOS CRM module.
• E-signature: DocuSign — used by Transaction Manager.
• Accounting: QuickBooks, Xero, Sage Intacct — used by CFO Center.
• Market data: Bloomberg — used by Pricer and Risk.
• Private markets data: VentureInsights — used by CRM, Investors, CIM, Risk.

When a connection has BYOD mode on, any FundOS module that uses it reads documents via MCP into the process's memory, feeds them to the AI agent, and writes only the outputs (ODD answers, CIM sections, red flags, extracted entities) to Kela's DB. Source document bytes are never persisted. The audit log stores the MCP connection id and the list of doc ids referenced, but zero bytes of content. Your fund's legal team can truthfully say: "Kela never had access to our DD documents — only our MCP server did, inside our network."

Kela itself also exposes an MCP server so external agents (including VentureInsights) can drive every FundOS feature. 24 FundOS tools are exposed: fundos_list_deals, fundos_generate_odd, fundos_generate_cim, fundos_compute_waterfall, fundos_allocate, etc. Plus 9 discoverable resources (myvdr://fundos/deals, myvdr://fundos/covenants, …). Configure in Power Tools → Advanced → MCP.

curl -H "Authorization: Bearer vdr_your_api_key" \
     -H "Content-Type: application/json" \
     https://my-vdr.vercel.app/api/v1/fundos/crm/deals

Rate limit: 100 req/min per token. Every response includes X-RateLimit-Remaining and X-RateLimit-Reset headers.

Any POST that normally creates a row accepts ?ephemeral=true. The request is validated, the same response shape is returned with persisted: false, and nothing is written to the DB. Useful for dry-run validation, pricing simulations, waterfall what-ifs, and fully headless pipelines where the caller wants only the math.

• CRM: /api/v1/fundos/crm/{deals|pipeline|deals/{id}|deals/{id}/stage|deals/{id}/activity|deals/{id}/contacts}
• VDR / DD: /api/v1/fundos/{odd/generate|vdr/analyze} — both BYOD-capable
• Transactions: /api/v1/fundos/transactions{,/{id},/{id}/status,/{id}/tasks,/draft}
• Pricer: /api/v1/fundos/pricer/run
• Risk: /api/v1/fundos/risk/{check|covenants|alerts}
• CIM: /api/v1/fundos/cim/{templates|reports|reports/{id}|generate}
• Investors: /api/v1/fundos/investors/{lp,lp/{id},lp/{id}/capital-calls,capital-calls}
• CFO: /api/v1/fundos/cfo/{accounts,accounts/{id}/entries,report,waterfall}
• Syndication: /api/v1/fundos/syndication{,/{id},/{id}/allocate}

Any endpoint that accepts documents (ODD, VDR analyze, CIM) takes a source object in one of three shapes:

// Option 1 — inline (headless)
{"source": {"type": "inline",
            "documents": [{"name": "ppm.pdf", "text": "..."}]}}

// Option 2 — MCP BYOD
{"source": {"type": "mcp",
            "connection_id": 5,
            "path": "/Funds/FundII/DD"}}

// Option 3 — Kela-hosted room
{"source": {"type": "room", "room_id": 42}}

Open /fundos/lp-crm/ — or click the LP CRM tile on the FundOS home page, or the LP CRM link in the top module bar. The index shows every LP with committed capital, open follow-up count, and last-meeting date. Your personal inbox panel on the right lists all open to-dos assigned to you (or unassigned).

1. LP CRM → New LP. Name, entity type (family office, pension, endowment, etc.), jurisdiction, primary contact, committed capital, and a blurb — a 1-2 sentence narrative that appears at the top of the LP page.
2. On the LP's page, add People — named individuals at the LP (IR contacts, allocators, IC members). Flag one as primary.
3. Click Refresh public info — when a Gemini API key is configured, pulls 5 recent public-news items about the LP via Google Search grounding.

1. LP page → Log meeting.
2. Enter datetime, location, GP attendees (free-text list), LP attendees (one per line; format Name, Title <email>).
3. Write a free-text summary of what was said.
4. In the Questions box, paste one question per line — exactly what the LP asked. These become structured items on the meeting page and drive the auto-draft follow-up.

Kela composes follow-up emails that answer every open question, drawing facts directly from your fund's ODD Answer Bank (which was built from your data room).

1. Open the meeting → click Auto-draft follow-up.
2. Gemini 2.5 Flash drafts a polished email answering each question. When GEMINI_API_KEY is absent, a deterministic template assembled from the Answer Bank + the LP blurb is used instead — you always get a usable draft.
3. Edit inline and click Save edits — or regenerate.
4. When you've sent it through your normal email tool, click Mark as sent. Kela records the send time and logs the email body against the LP so the email timeline picks it up.

• Add a to-do on any LP page: title, due date, assignee. Tie it to a meeting when relevant.
• Complete a to-do with the check button — it moves to the "Recently completed" list and falls off the inbox.
• The LP CRM index has a global inbox panel showing every open to-do assigned to you (or unassigned) across all LPs, sorted by due date.

On the LP page, click + Log in the email panel. Pick direction (sent / received), subject, body. The message appears in the LP's email timeline immediately. Follow-up "Mark as sent" auto-logs the draft body too — no double entry. Gmail / Outlook one-click sync is on the near-term roadmap; until then this is the manual capture.

GPs often want different data rooms for different LPs.

1. Create a dedicated VDR room in the normal way (/rooms/). Give it the LP's name.
2. Open the LP's page → {{ LP }}'s data room section → enter the VDR room id → Bind. Now that room is the LP's default view.
3. Expose individual documents from other rooms: enter a document id + note → Expose. The LP sees those documents as if they lived in their own room. Toggle the eye icon to hide/show per document — no duplication, no file copying.

An investment consultant or gatekeeper is an advisory firm that helps institutional investors (pension funds, endowments, family offices) select and allocate to fund managers. Examples: Aksia, Cambridge Associates, Hamilton Lane, Mercer, Aon.

In Kela, a consultant is a regular LP record with an extra flag: is_consultant = true. That flag unlocks:

• A dedicated Consultants tab in the LP CRM subnav listing all advisory firms.
• A consultant detail page showing which LPs they advise, by asset class and influence level.
• A Consultants & Gatekeepers card on each LP page listing every consultant that advises that LP — plus asset class, influence level, lead contact, and notes.
• AI enrichment tuned for advisory firms (searches for recent mandates, AUM, fund-manager relationships).

1. Open the LP's detail page (e.g. GIC or CalPERS).
2. Scroll to the Consultants & Gatekeepers card in the right column.
3. Click + Add Consultant.
4. Pick a consultant from the dropdown (type to filter). If the consultant doesn't exist yet, create them as an LP first via New LP, then come back.
5. Optionally set: asset class (Real Estate, Private Equity, …), influence level (Advisory / Co-Decision / Discretionary), lead contact (one of the consultant's people), and a notes field.
6. Click Link Consultant. The consultant is auto-promoted to is_consultant = true if not already set.

1. Go to LP CRM → Consultants (subnav tab).
2. The list shows every advisory firm, AUM advised, LP count, and lead contact.
3. Click a consultant row (or View →) to open the consultant detail page.
4. The LPs Advised tab shows every LP linked to that consultant — asset class, influence level, lead contact, relationship notes, and a link to each LP's page.
5. The other tabs mirror a standard LP page: People, Meetings, Follow-ups, Emails, Direct Investment, and an AI Intelligence panel tuned for advisory-firm news.

1. Open the LP page for the advisory firm.
2. Click the More actions ▾ dropdown (top-right header area, admin only).
3. Select Mark as consultant.
4. In the modal, fill in consultant type (e.g. OCIO, Pension Consultant), AUM advised, and notes. These fields power the AUM badge on the Consultants list.
5. Click Mark as Consultant. The LP now appears in the Consultants tab and gets the advisory-firm enrichment prompt on the next "Refresh public info".
6. To reverse: same dropdown → Unmark as consultant (blocked if active LP relationships exist — remove them first).

Consultant contacts (People tab on the consultant detail page) can be invited to any VDR room the same way you invite any LP contact:

1. Open the LP's data room (bind a room first if you haven't — see "LP Data Room" section above).
2. Room → Add member → enter the consultant contact's email.
3. Consultants get the same document-level visibility grants (Expose / eye-toggle) as LPs.

Full "Invite Consultant Contacts to VDR" tab on the consultant detail page is coming soon — it will let you share the fund's data room directly from the consultant's page.

1. Go to FundOS → CRM → Contacts → Bulk import.
2. Upload a CSV/TSV or paste rows directly. Excel files — save as CSV first.
3. Optionally pick a Deal to link these contacts to.
4. Click Preview & map columns. Kela uses Gemini 2.5 Flash to map arbitrary headers (e.g. "Firm", "Employer", "Organisation") to the contact schema (name / company / role / email / phone / notes). Heuristic fallback runs when no API key is configured.
5. Review column mapping badges and the first 10 rows, then click Import N contacts. Skipped rows (no name) are surfaced.

Six external-source pages live at /fundos/crm/contacts/import/external/<provider>:

• Salesforce / HubSpot / Affinity — MCP-backed. Deep-links to Add MCP connection pre-selecting the provider. Contacts flow continuously once the connection is healthy.
• Gmail / Outlook / Monday — native one-click sync is on the near-term roadmap. Each page has step-by-step CSV-export instructions for your current system plus an early-access email capture.