Tutorials & Walkthroughs

This full walkthrough covers everything you need to know to get started, from setting up your account to finding and analyzing your first prospect with the AI agent.

Learn how to use the Direct Search dashboard to filter SEC filings by company, industry, and funding details to find the most relevant prospects.

Learn how to effectively use the GamePlan notes to provide long-term context to your AI agent, organize your research, and streamline your workflow.

Go beyond simple data filtering. Learn how to leverage the AI agent to perform deep research, generate reports, and create actionable to-do lists.