FAQ
Product, setup, migration, investors, accounting, portals, security, and pricing answers grounded in the live platform.
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Support
Support Center for CapGrowth OS
Start with FAQ and docs, then contact the team. We respond to evaluation and support requests within one business day when email delivery is configured.
Help Paths
Choose Where to Start
Documentation
Operator docs for capital, loans, payments, collections, accounting, permissions, API, and portals.
Learn moreProduct Tour
24 authentic screens — useful when you need to confirm where a workflow lives before asking for help.
Learn moreContact Support
Reach the team with your company context, role, and what you were trying to do. Use the contact form.
Learn moreBook a Demo
For evaluation walkthroughs — not a substitute for production incident process, but the right path for buyers and new teams.
Learn moreSecurity
Verified controls and honest gaps (MFA, SSO, certifications not claimed).
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Troubleshooting
Generic, Honest Tips
These are starting points — not a substitute for reviewing your company settings, roles, and data quality.
- 1Confirm company context
Multi-company users should verify they are in the correct company before assuming data is missing.
- 2Check role permissions
Viewer and specialized roles intentionally limit actions. Ask an owner/manager if a control is hidden.
- 3Validate source data
Reporting and portal views reflect operational records. Incomplete loans, payments, or capital entries show up as gaps.
- 4Revisit docs for the module
Payment engine, collections, rollovers, and accounting each have dedicated documentation pages.
- 5Contact with reproduction detail
Include company name, role, screen/module, and steps — that shortens response time.
Video Library
Coming Soon
Video Walkthroughs
Coming soon — request a live walkthrough while the on-demand video library is prepared. We will tailor the session to your roles and portfolio.
Request a Live WalkthroughAlso useful: Training · Implementation · Knowledge Center