Your onboarding checklist

A short, ordered list of the steps that make the platform useful on day one.

Last updated August 3, 2026

Day-one checklist

Work through these in order. Each one unlocks more of the platform.

Verify your email. Nothing protected opens until this is done.
Complete your profile. Founders add a company; investors add an investment profile.
Set your focus. Sectors, stages, geographies and cheque size drive matching quality.
Add your team. Invite colleagues so they see the same pipeline and deal rooms.
Set notification preferences. Choose which events reach your inbox.
Explore the Funding Academy. Start with the fundamentals module.

Most accounts finish in fifteen to twenty minutes. Profile depth matters more than speed: sparse profiles surface far less often in discovery.

Every documentation article has a support escalation link at the bottom. Use it whenever a step does not behave as described.

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Creating your Bright Capital account

How investor and company discovery works

Browsing, filtering and saving across the company and investor directories.

Creating and running a deal room

Set up a controlled space for diligence materials.

How the Funding Academy is organised

Modules, lessons, knowledge checks and progress tracking.