SD
SourceDesk
First-time setup
Welcome. Let's set you up.
Setup code
Already filled in if you opened the link you were sent.
Company trading name
Shown in the header, on emails and on documents. You can change it later in Settings.
Legal company name
The registered company that signs your agreements. You can add it later in Settings, but agreements print a placeholder until you do.
Your admin account
Your name
Email
Password
Confirm password
Load demo data: sample deals, investors and sourcers to explore. You can delete it all in one click from Settings.
Create my account
Everything stays on this computer or server. Nothing is sent to SourceDesk.