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For product support, email us at [email protected]

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Overview

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!

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Tutorial Video coming soon

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Getting Started

Requesting an Account

Changing Password

Product Features

Projects: Getting Started with Socratics

Documents: Folders & Uploads

Financial Model: Upload, Cleanse, & Categorize

Financial Model: Adjustments & Forecasting

Chat: Document Q&A

Profile

Account

Team

Help