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Every RaisePill account has a workspace — even with a single project. The workspace is the org-level container for everything. Think of it like your company account in Supabase or Vercel. Open the workspace by clicking the project pill in the sidebar and selecting Workspace settings.Documentation Index
Fetch the complete documentation index at: https://docs.raisepill.com/llms.txt
Use this file to discover all available pages before exploring further.
Projects
Each project maps to one startup (or one client). Projects have their own:- Agent, goals, and autonomy settings
- Data Room (sources)
- Drafts and applications
- Pipeline and contacts
Portfolio
A KPI overview across every project in your workspace. Designed for consultancies running multiple clients. See at a glance:- Won YTD per client
- Active applications
- Win rates
- Agent hours used
Clients
A list of your client relationships with:- Retainer status and amount
- Project health
- Lead consultant assigned
Pipeline (cross-client)
Every application in flight across the entire workspace — all projects, all stages — in one view. Filter by project, stage, funder, or deadline.Team
Manage who has access to what:- Add consultants and assign them to specific projects
- View capacity and current workload per team member
- See win rate per consultant
- Monitor agent hours used per person
Integrations
Workspace-wide connectors. Connect once, use across all projects:| Integration | Used for |
|---|---|
| Gmail | Sending and receiving investor emails via Concierge |
| Google Calendar | Scheduling meetings from investor threads |
| Slack | Digest notifications and task alerts |
| Notion | Syncing Data Room documents |
| Investor research and contact enrichment | |
| HubSpot / Salesforce / Affinity | CRM sync for investor pipeline |
| Stripe | Billing (for consultancies billing clients) |
Usage
Breakdown of consumption per project:- Agent hours used
- Drafts produced
- Sources scanned
- Outreach sent
Billing
MRR, success fees, invoices, and plan management. See Pricing for plan details.Organization settings
- Branding — white-label outputs (Custom plan only)
- SSO/SAML — single sign-on (Custom plan only)
- 2FA enforcement — require 2FA for all team members
- Audit log retention — how long action logs are kept
- IP allowlist — restrict access by IP range
- Transfer / delete — org ownership transfer or account deletion