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SocraticsAI is designed to boost deal team productivity on financial modeling, valuation forecasting, document management, and more. This guide provides step-by-step instructions, troubleshooting tips, and best practices to help you get the most out of SocraticsAI. Whether you’re a new user or looking to optimize your workflow, you’ll find everything you need to navigate the platform efficiently. If you need further assistance, our support team is always here to help. Let’s get started!
Product Overview Tutorial
Projects: Getting Started with Socratics
Financial Model: Upload, Cleanse, & Categorize
Financial Model: Adjustments & Forecasting
Financial Model: Export & Download