Eight guided categories covering every module of Mextyl — from account setup to AI agents and compliance.
Manage your login, security, 2FA and personal profile information.
Learn about fund setup, CRM pipelines, Deal Room and cap table management.
Guides on generating IC memos, running AI research and using deal scoring.
Capital calls, distributions, waterfall calculator and ILPA reporting.
Configuring the Agent Builder, MCP tool categories, memory and guardrails.
MiFID II, SEC Safe Harbor presets, audit trails and role-based access.
Understanding seat pricing, AI token consumption, invoices and upgrades.
Connecting Microsoft 365, Slack, Notion, Zapier, Salesforce and Google Workspace.
The most-read guides this month, curated by our support team.
Our support team is available for all plans — priority response guaranteed on Enterprise+.