Frequently Asked Questions¶
Overview¶
Find answers to common questions about the DUC Capital Platform, including Sagacity, Bridge, and Lift applications.
General Questions¶
Platform Overview¶
Q: What is the DUC Capital Platform? A: The DUC Capital Platform is an integrated suite of applications that manages the complete investment lifecycle from deal origination (Sagacity) through tokenization (Bridge) to portfolio management (Lift).
Q: How do the three applications work together? A: Sagacity handles deal sourcing and evaluation, Bridge manages tokenization and compliance, and Lift provides portfolio monitoring and value creation tools. Data flows seamlessly between platforms.
Q: Do I need all three applications? A: You can use individual applications based on your needs, though the full platform provides the most comprehensive solution.
Getting Started¶
Account Setup¶
Q: How do I get access to the platform? A: Contact your administrator or the DUC team to request access. You'll receive credentials and go through an onboarding process.
Q: Can I use single sign-on (SSO)? A: Yes, the platform supports SSO integration with major identity providers.
Q: How do I reset my password? A: Use the "Forgot Password" link on the login page or contact your administrator.
Navigation¶
Q: How do I switch between applications? A: Use the application switcher in the top navigation bar or access apps through the unified dashboard.
Q: Can I customize my dashboard? A: Yes, dashboards are fully customizable with widgets, layouts, and saved views.
Sagacity Questions¶
Deal Management¶
Q: How do I create a new deal? A: Navigate to Deals > New Deal and follow the guided workflow to enter deal information.
Q: Can I import deals from other systems? A: Yes, Sagacity supports bulk import via CSV/Excel and API integration.
Q: How does the AI valuation work? A: The AI analyzes comparable transactions, market data, and company metrics to generate valuation ranges and insights.
Due Diligence¶
Q: How do I manage due diligence documents? A: Use the built-in data room to upload, organize, and share documents with controlled access.
Q: Can external parties access the data room? A: Yes, you can provide secure, time-limited access to external advisors and counterparties.
Bridge Questions¶
Tokenization¶
Q: What types of assets can be tokenized? A: Bridge supports equity, debt, real estate, funds, and hybrid instruments across multiple jurisdictions.
Q: How long does tokenization take? A: Timeline varies by complexity but typically ranges from 2-8 weeks including legal structuring and compliance setup.
Q: What blockchain networks are supported? A: Bridge is blockchain-agnostic and supports major networks including Ethereum, Polygon, and others.
Compliance¶
Q: How does KYC/AML work? A: Bridge integrates with leading identity verification providers for automated investor verification.
Q: Can I set custom transfer restrictions? A: Yes, you can configure complex transfer rules including lock-ups, geographic restrictions, and investor limits.
Q: How are regulatory requirements handled? A: Bridge includes jurisdiction-specific compliance modules that automatically apply relevant regulations.
Lift Questions¶
Portfolio Management¶
Q: How often is portfolio data updated? A: Data updates in real-time for integrated sources and daily for batch processes.
Q: Can I create custom KPIs? A: Yes, Lift supports unlimited custom metrics with flexible calculation methods.
Q: How do I track milestones? A: Use the milestone management module to set, track, and report on strategic initiatives.
Reporting¶
Q: What standard reports are available? A: Lift includes portfolio summaries, performance reports, compliance reports, and LP reports.
Q: Can I create custom reports? A: Yes, use the report builder to create custom reports with your specific metrics and formatting.
Q: How do I schedule automated reports? A: Configure report schedules in Settings > Reports > Automation.
Technical Questions¶
Integration¶
Q: What APIs are available? A: Comprehensive REST APIs are available for all platform functions with full documentation.
Q: Can I integrate with my existing systems? A: Yes, the platform supports integration with ERP, CRM, accounting, and other enterprise systems.
Q: Is there webhook support? A: Yes, webhooks enable real-time notifications for events across all applications.
Security¶
Q: How is data secured? A: Data is encrypted at rest and in transit, with SOC 2 compliance and regular security audits.
Q: What about data privacy? A: The platform complies with GDPR, CCPA, and other privacy regulations with full data control.
Q: How are backups handled? A: Automated daily backups with point-in-time recovery and geo-redundant storage.
Troubleshooting¶
Common Issues¶
Q: Why can't I see certain features? A: Check your user permissions with your administrator - features are role-based.
Q: Why is data not updating? A: Check data source connections and sync schedules in Settings > Integrations.
Q: How do I report a bug? A: Use the in-app feedback tool or contact support with details and screenshots.
Performance¶
Q: Why is the platform slow? A: Check your internet connection, browser compatibility, and contact support if issues persist.
Q: What browsers are supported? A: Chrome, Firefox, Safari, and Edge (latest versions) are fully supported.
Q: Is there a mobile app? A: Yes, native iOS and Android apps are available with core functionality.
Support and Training¶
Getting Help¶
Q: How do I contact support? A: Use the in-app chat, email support@duc-apps.com, or call the support hotline.
Q: What are support hours? A: Support is available 24/7 for critical issues, with standard support during business hours.
Q: Is training available? A: Yes, we offer online training, documentation, and custom training sessions.
Resources¶
Q: Where can I find documentation? A: Access the help center through the platform or visit docs.duc-apps.com.
Q: Are there video tutorials? A: Yes, video tutorials are available in the training section.
Q: Is there a user community? A: Yes, join the DUC user community for discussions, tips, and best practices.
Billing and Licensing¶
Subscription¶
Q: How is the platform priced? A: Pricing is based on assets under management, users, and features. Contact sales for details.
Q: Can I change my subscription? A: Yes, subscriptions can be upgraded or modified through your account manager.
Q: Is there a free trial? A: Yes, we offer a 30-day trial with full features and support.
Licensing¶
Q: How are user licenses managed? A: Administrators can add/remove users and assign roles through the admin panel.
Q: Can I have read-only users? A: Yes, you can create view-only accounts for stakeholders who need access but not editing rights.
Best Practices¶
Platform Usage¶
Q: What's the recommended workflow? A: Start with deal screening in Sagacity, structure in Bridge, and monitor in Lift.
Q: How often should I update data? A: Critical data should be updated in real-time, with comprehensive reviews monthly.
Q: What are common mistakes to avoid? A: Incomplete data entry, irregular updates, and not utilizing automation features.
Updates and Roadmap¶
Platform Updates¶
Q: How often is the platform updated? A: Minor updates weekly, feature releases monthly, and major versions quarterly.
Q: How are updates communicated? A: Through in-app notifications, email announcements, and release notes.
Q: Can I request features? A: Yes, submit feature requests through the feedback tool or your account manager.