If you have a seat on Tilford INVEST, this guide covers the investor workspace. Open the app at https://app.tilford.cloud/.
New to the product? Start with INVEST — getting started for mandate, discovery, and first steps.
Sign in with the email you used to register or accept an invite. Use the sign-in screen to reset your password if needed. Your organization may require authenticator (2FA): enroll when prompted under Settings.
Overview summarizes pipeline activity for the period you select (for example new prospects, outreach, and movement through stages). Use it before diving into individual opportunities.
Opportunities is your working list of companies Tilford found or you added. The collapsed row shows name and site; expand for diligence, fit notes, templates, and actions your deployment supports. Discovery runs from this area: keep your mandate in Settings accurate so new batches match how you invest.
Target holds the narrative and structured profile of companies you want to see more of. Update it when your thesis changes so ranking and messaging stay aligned.
Settings is the control center for the INVEST workspace:
Changes to mandate and regional preferences affect how prospects are evaluated and displayed.
Users lists seats, pending invitations, and roles. The owner can invite full-seat colleagues; a setup coordinator (when enabled) can help with invitations and organization settings without consuming a paid seat.
INVEST is sold on annual terms. The subscription owner completes checkout and handles renewals from My subscription or the billing entry in Settings, depending on configuration.
In the app, Help opens links to these guides. If your organization also uses Tilford Operations (cases, Slack, executive brief), refer to How to use Tilford for that module.