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Frequently Asked Questions

What is a Working Portfolio?

Your Working Portfolio is where you track foundations you're actively pursuing. Adding a foundation to your Working Portfolio unlocks full research details, AI screening, board connections, notes, and team assignment features. You can browse unlimited matches—your Working Portfolio is where you work them.

What happens when I close a foundation?

When you close a foundation (mark it as "not a fit," "applied," etc.), it frees up a Working Portfolio slot. Closed foundations remain accessible—you can reopen them anytime without using a new slot. Once you've added a foundation, it's unlocked permanently.

Can I switch plans later?

Yes! Upgrade anytime to expand your Working Portfolio capacity. If you downgrade, you keep all your existing foundations but can't add new ones until you're under the new limit. No data is ever deleted.

Do you offer a free plan?

Yes! Our free tier includes 10 Working Portfolio slots. Browse unlimited matches, add your top prospects, and experience the full platform — no time limit.