INVEST is Tilford’s workspace for sourcing and diligencing companies against your mandate: Overview KPIs, Opportunities, Target profile, Settings, and Users. Open the app at https://app.tilford.cloud/.
Running Operations (cases, Slack, daily team report) on Tilford? Use the Operations getting started guide instead.
Open Settings from the sidebar. Configure language, currency, time zone, and appearance so Tilford matches how your firm works. Set your investment mandate and discovery preferences (sectors, stage, geography, guardrails): these drive ranking and which companies surface in discovery.
Discovery uses live research signals; quality improves when the mandate is specific. You can refine criteria anytime and re-run discovery from Opportunities.
Go to Opportunities. Each row is a prospect: open it to review fit, evidence, and workflow actions your deployment exposes (for example outreach templates, enrich steps, or archive). Expand a row to see the full profile and diligence tabs.
Use Target to capture the ideal company profile and narrative you want discovery to align with. Keep it in sync with Settings when your strategy shifts.
Under Users, the subscription owner (and setup coordinator, when enabled) can invite teammates who need a seat. INVEST plans are billed yearly; seat limits follow your plan.
Owners manage checkout and renewal from My subscription (sidebar) or billing areas inside Settings, depending on your host configuration. Teammates may see that billing is managed by the owner.
For a numbered walk-through of every area (Overview, Opportunities, Target, Settings, Users, Help), open How Tilford INVEST works.