All modules
Access all memorandums, generate sections, and move through the sequence at your own pace.
Beta
The full platform is free during beta.
Create a free account, use the complete workspace, and help us refine the product while you evaluate your asset.
Use the beta to generate a real Flex Dossier for an asset your team or client is actively evaluating.
Everything is open during beta so your team can move without friction.
What Beta Includes
Use the full workspace while we refine the product.
No paywall during beta. Use the full workspace, generate memorandums, and compile your dossier while the platform is open.
The workspace
Use the asset setup, Flex Dossier Workspace, memorandums, and decision artifacts as one connected system.
Advisor use
Advisors can also use beta access to prepare client-ready memorandums for office-to-flex conversations.
Feedback loop
Tell us what feels sharp, what feels missing, and what would make the product more useful to your team.
Free During Beta
Start the workspace without waiting on a commercial decision.
Sign up, set up the asset, and use the full platform free while beta is open.