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Getting Started with DepthWise

Welcome! Transform your portfolio management from spreadsheet chaos to professional intelligence in minutes.

1

Choose Your Path

Sign up as an investor to track your portfolio or as a founder to share updates with your investors.

Create Account →
2

Set Up Your Profile

Complete your profile and add your first portfolio company (investors) or set up company details (founders).

Takes 5 minutes
3

Get Insights

Start receiving automated insights, alerts, and intelligence that help you make better decisions.

Instant value

Choose Your Role

I'm an Investor

Track your portfolio companies, get automated insights, and make data-driven decisions.

  • Import your portfolio in minutes
  • Automated health alerts
  • Benchmark against peers
  • Monthly update digests
Investor Guide →

I'm a Founder

Share updates with investors, track milestones, and build stronger relationships.

  • Free tier available
  • Automated monthly updates
  • Milestone tracking & celebrations
  • Investor Q&A management
Founder Guide →

Common Questions

How long does setup take?

Most users complete setup in under 5 minutes. Investors can import their entire portfolio via CSV in one step.

Is it really free for founders?

Yes! Founders connected with investors on DepthWise can use the platform 100% free for those relationships. Founder Pro ($9/mo) unlocks managing external investors and advanced features. View pricing

What if my investors aren't on DepthWise?

No problem! Investors can add your company and start tracking updates even if you're not on the platform. Founders can also send updates to external investors via email.

Can I try it before subscribing?

Absolutely! Every new account includes a 90-day free trial. No credit card required to start. Founders and investors can both try all features risk-free.

How secure is my data?

We use enterprise-grade security including end-to-end encryption, role-based access controls, and regular security audits. Learn more

Can I export my data?

Yes! You can export all your data at any time in standard CSV format. You own your data.

Ready to Get Started?

Join hundreds of investors and founders who are already using DepthWise to transform their portfolio management.

Start Free Trial Contact Support

90-day free trial • No credit card required • Free tier available for founders

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