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Create a workspace

Sign up with your work email, name your firm, choose a plan and start the 14-day trial.

A workspace is your firm’s private Investryx account. Everything your team adds — companies, deals, funds, LPs — lives inside it. Creating one takes two steps and a verified email.

Before you start

  • Use your fund or organisation email. It verifies the account and becomes your sign-in.
  • Every self-serve plan starts with a 14-day free trial. You add a card during sign-up on a secure checkout page; it is charged only when the trial ends, and you can cancel before then from Settings → Plan & billing at no charge.
  • The person who creates the workspace becomes its Owner.

Step 1 — verify your email

  1. Open the sign-in page and choose Create an account.
  2. On Create your workspace, enter your work email and select Send verification link.
  3. Open the email and follow the setup link. The link is valid for 24 hours.
  4. If you open the link on a different device or browser, Investryx asks you to re-enter the address the link was sent to before continuing.

Step 2 — finish setting up

  1. On Finish setting up, enter Your name and your Firm or entity name. The firm name is shown to your team and on LP-facing documents, and you can change it later in Settings.
  2. Create a Password. It needs at least 8 characters, one letter, one number and one special character. The checklist under the field turns green as each rule is met.
  3. Select Continue.

Step 3 — choose a plan

Pick one of the four plans: Angel, Emerging, Established or Institutional. Every plan includes unlimited seats; what differs is the number of vehicles (funds, SPVs or syndicates) you can manage. You can switch plans at any time from Settings.

  • For Angel, Emerging or Established, select Continue to payment. A secure checkout page asks for a card and shows the exact amount and date of the first charge; nothing is charged today. Once the card is saved you land in your new workspace and the 14-day trial starts.
  • If you close the checkout page before finishing, your workspace still exists but stays read-only until billing is set up. Sign in and use the Finish setting up billing banner to return to checkout.
  • For Institutional, select Talk to sales. We reach out within one business day to scope pricing and set up the workspace for you.

What to do first

  1. Open Settings → Firm profile, check the Firm name and upload your logo (it appears on LP-facing emails and the portal).
  2. If your plan includes vehicles, open Funds and create your first fund with New fund.
  3. Invite your partners and analysts from Team.
  4. Add a first company from Sourcing and run Enrich to see how the record fills in.

Signing in later

The sign-in page offers a Password tab and a Magic link tab. A magic link is a one-time sign-in link sent to your email; it expires in 15 minutes. You can also use Continue with Google with the same work email. If you forget your password, enter your email and select Forgot? to receive a reset link.

Open Settings, then Firm profile, and click Replace logo. Choose a PNG, JPEG or WebP file, drag to position it, use the slider to zoom, or tick Fit whole image for a wide logo so it sits on padding instead of being cropped. The logo appears in the LP portal header, on generated reports and in the emails your workspace sends. Owners and admins can change or remove it.