KITE Help Docs
📚

KITE Help Docs

ℹī¸

This is a comprehensive library of all documentation around onboarding, platform features, and our analyst team's offerings. If you know what you're looking for, click Search at the top right of this page.

📕 Onboarding Manual

KITE connects you and your team to:

  • Other teams within your organization and external partners including: clients, consultants, accelerators and investors
  • Rich integrations with powerful datasets and tools including: Owler, Crunchbase, Typeform, Flatfile, and more

All of this data is centralized, beautifully organized, searchable, and shareable with anyone you choose. Get ready to discover new insights and share them with anyone!

Here are four ways to get started:

đŸ‘Ĩ
Join your Group
🌏
Explore Your Connections
🔍
Search and Track Companies
đŸŽ¯
Check out the KITE Overview Deck
đŸ“ē
Watch the KITE Overview Video
➕
Discover More with Additional Resources

📕 Customer Manual

đŸ—Ŗī¸

Want to speak to us directly? Reach our support team at support@kitesrm.com

📘 Platform Manual

ℹī¸

To read more about us or login to the platform, click here.

📗 Analyst Manual

đŸ—Ŗī¸

Want to speak to us directly? Reach our analyst team at analyst@kitesrm.com

On-Demand Scouting Reports

⁉ī¸
What questions does the analyst team answer in On-Demand Scouting Reports?
🆘
How do the On-Demand Scouting Reports help you?
🌍
What can I request in an On-Demand Analyst Scouting Report?
🔍
What is your research methodology for identifying companies?
🌖
What does the analyst team mean by qualitative and quantitative data points?
✍ī¸
What custom data is provided by KITE Analysts?

Interacting with Analyst Team

🔰
How do I submit an On-Demand Scouting Request?
⏲ī¸
How long does it take for the analyst team to respond to my request?
❔
What if the analyst team has questions regarding my request?
đŸĢ
What is the background of your analyst team?
đŸŽŊ
What Training does the analyst team go through?

On-Demand Scouting Deliverables

📚
What does a typical On-Demand Scouting Report include?
đŸ‘Ĩ
Can I customize the report template?
📜
What content does the Powerpoint include that is included with the analyst request?
🚴
Can I have an excel list of companies that are included in the report?
🗞ī¸
Can i have a PDF of the report?