Accelerator/Incubator

This user category is for those overseeing the management of incubators and accelerators. These users either have access to all startup data or have process editing power.

1. Getting Started

Welcome to AcceleratorApp! The goal of this section is to guide you through setting up your account and introducing you with how the ecosystem works.

Getting Started Getting started as an incubator or accelerator

User Profile

User Profile Learn how to edit your own profile as a user of AcceleratorApp.

Professional Experience Learn how to add professional experience to your account in AcceleratorApp

Edit Skills A guide on how to add, edit, and delete skills in your user profile in AcceleratorApp.

Account Preferences

User Preferences A guide on how to personalize your platform experience by selecting your preferred interface language and local timezone, ensuring all program schedules and meeting invitations align perfectly with your actual location and work hours.

Link Your Calendar Learn how to enable two-way synchronization with Google or Microsoft calendars to manage availability effortlessly. Create and edit events that sync instantly across platforms while keeping your private external event details secure.

Manage Availability A guide on how to manage your availability in the Accelerator App.

Coaching Preferences A guide on how to edit your coaching preferences in AcceleratorApp.

User Integrations Learn how to connect AcceleratorApp with external tools — including Google Calendar, Microsoft Calendar, Zoom, Microsoft Teams, and Zapier — to keep your schedule in sync and automate workflows.

Change Password Learn how to change or update your password. Ensure your account remains secure by managing your password within the User Security settings.

Update Email A guide on how to change or update the email address linked to your AcceleratorApp account.

Delete Account A guide on how to permanently remove your profile and personal data from AcceleratorApp. This self-service tool ensures user privacy and data autonomy, though the action is irreversible and results in total data loss.

Export History Learn how to use Export History in AcceleratorApp — including how to find, download, filter, and manage all previously generated export files from one centralized place.

Upgrade Plan Learn how to view your current plan details in AcceleratorApp and how to get in touch to upgrade or make changes to your subscription.

Tasks

Task List A guide on how to view, manage, and create tasks in AcceleratorApp.

Automated vs Manual Tasks Learn the difference between automated and manual tasks in AcceleratorApp — including how each type is triggered, where to find them, and how to create manual tasks for users and startups.

2. Organization Setup

General Settings

General Settings Learn how to set up the general settings.

Startup Terminology Learn how to customize startup terminology in your General Settings to change the default word startup to another term across your entire platform.

General Permissions A guide on how to manage Permissions in AcceleratorApp, including Self Delete Account and Lock Skills.

Mentor Matching Settings Learn how to configure mentor matching settings in AcceleratorApp — including whether startups must be connected to a mentor before booking, and whether hour allocations are required for coaching sessions.

Media Assets Learn how to manage images, audio, and video media assets in AcceleratorApp, track storage usage, and upload new media content.

Branding & Customization

Branding Settings Learn how to customize branding settings to match your organization's branding.

Login Page Customization Learn how to customize the login, forgot password, and account activation pages in AcceleratorApp — including header branding, background, content blocks, and form styling.

Domain & Security

Custom Domain A custom domain replaces the generic AcceleratorApp URL with your own branded web address. This strengthens your identity and ensures a professional, seamless experience for every user entering your incubator’s portal.

Single Sign On Learn how to set up SAML 2.0 Single Sign-On (SSO) for your platform through the AcceleratorApp technical backend to centralize corporate authentication.

Multi-Factor Authentication Learn how to enable and configure Multi-Factor Authentication in AcceleratorApp to add an extra layer of security to your incubator's user accounts.

Subscription & Billing

Current Plan Learn how to monitor your subscription limits and active features. Track user licenses for admins and mentors, check monthly email quotas, and review which advanced modules are enabled for your incubator's current plan.

Upgrade Plan Learn how to view your current plan details in AcceleratorApp and how to get in touch to upgrade or make changes to your subscription.

3. Data Structure

Custom Fields

Custom Fields Learn how to create, edit, and use custom fields for user profiles, startup profiles, and forms in AcceleratorApp.

Custom Field Types Learn about the different custom field types available in AcceleratorApp and how to choose the right one.

Data Synchronization Learn how custom field data synchronization works in AcceleratorApp across application forms, submission forms, user profiles, startup profiles, and request forms.

User Profile Template Learn how to edit the User Profile template in AcceleratorApp using custom fields to collect and display relevant information about your community members in their profiles

Startup Profile Template Learn how to edit the Startup Profile template in AcceleratorApp using custom fields to collect and display relevant data about the startups in your program. Slug: how-to-edit-the-startup-profile-template

Custom Fields Use Cases Explore the most common ways to use Custom Fields in AcceleratorApp across profiles, application forms, reviews, reporting, and program management. Slug: custom-fields-use-cases

Custom Field Analytics Custom Field Analytics transforms raw data into actionable insights. Visualize trends, averages, and distributions from your custom fields, with powerful filters to segment data by program, industry, or tags

Taxonomy

Create Taxonomy Learn how to create and configure taxonomy in AcceleratorApp — including tags, evaluation criteria, industries, and user skills — and understand how each type is used across the platform.

Taxonomy Use Cases Learn how Taxonomy helps organize your ecosystem by using tags, criteria, and industries to filter data, manage entities, and streamline daily workflows. Slug: understanding-taxonomy

Evaluation Criteria Set up Evaluation Criteria in Taxonomy to categorize events, trigger evaluation scorecards during coaching sessions, and evaluate application submissions.

User Roles & Permissions

User Roles Learn how to create and customize user roles in AcceleratorApp to control permissions, navigation settings, and community visibility for your team. Slug: how-to-manage-and-customize-user-roles

4. Users Management

Add Users Learn how to invite individual users or bulk import multiple team members into AcceleratorApp to streamline onboarding and manage access controls. Slug: how-to-add-new-users

Invite Mentors Learn how to invite mentors to your AcceleratorApp community — including how to send personalized invitations, customize the invitation email, and monitor pending invites.

Import Users with Zapier Automate importing users into AcceleratorApp from external tools like Google Sheets or Typeform using Zapier integration and custom field mapping.

Manage Users Learn how to manage users in AcceleratorApp — including how to view, filter, search, and take actions on users such as changing roles, managing programs and tags, resending invitations, and exporting user data.

Update User Email Learn how admins and sub-admins can update a user's email address on their behalf in AcceleratorApp, and how email verification works after the change.

Delete Users Learn how to remove or deactivate users in AcceleratorApp — including the difference between deleting and archiving, and when to use each option.

Users Program Assignation Learn how to track individual user program lifespans, monitor cohort active durations, and register new individual user program placements.

5. Application Process

Setting Up a Funnel

Create Application Funnel A guide on how to create and manage an application funnel in the AcceleratorApp.

Create Application Form Learn how to create and configure an application form in AcceleratorApp — including how to add different field types, set validations, apply conditional logic, and publish your form.

Video Question Learn how to configure and use Video Questions in application forms to collect video and audio responses from applicants directly inside AcceleratorApp.

Nested Fields Learn how to Create complex hierarchical dropdowns using JSON files. Standardize nested single or multiple-choice questions by defining unique values and labels, allowing users to navigate through multi-layered data structures within a form.

Evaluation Form A guide of how to create structured scoring sheets for your reviewers. Use scales, choice fields, and weighted numerical values to standardize how your team evaluates and ranks applicants throughout the selection funnel.

Multicriteria Applications Evaluations Learn how to set up an application evaluation with multiple criteria in AcceleratorApp — each with its own form — so evaluators score per criteria and admins see an overall result.

Share a Form Learn how to share a form as a preview link for teammate review, or download it as a PDF — and understand when forms are actually available to collect responses.

Editing Forms, Funnels & Emails The ability to edit published Forms, Emails, and Funnels ensures your program remains agile as your requirements evolve. Whether you need to add a new question to an intake form, update the content of an automated email, or adjust the stages of your application process, the AcceleratorApp provides a centralized way to make these updates.

Rejection & Acceptance Emails The Acceptance and Rejection Email system allows administrators to automate these touchpoints as applicants move through different rounds of your funnel. By automating these messages, you save significant administrative time while ensuring no applicant is left in the dark.

Applicant Landing Page The General Applicant Landing Page customization feature allows you to showcase all your programs in one central hub, giving applicants a clear and engaging overview of your public funnels

General Landing Page The Applicant Landing Page Customization feature empowers you to fully personalize your Application Funnel’s Sign-Up page so it matches your brand and campaign goals.

Anonymize Applicants Info A guide on how to anonymize applicants information in AcceleratorApp

Managing Applications

Manage Applications A guide on how to manage applications in the AcceleratorApp.

Assign Evaluators Learn how to pre-assign evaluators automatically within your application funnel or assign them manually during the application review process.

Accept & Reject Applicants Accept or reject applicants, managing the flow through the application funnel.

Bulk Processing Applicants Take bulk actions on applicants from the Applications Manager Table.

Application Views Learn how to create and save custom views in AcceleratorApp — selecting the columns that matter most to your workflow and controlling who can access each view.

Filter Applications Learn how to filter applications in the AcceleratorApp.

Broad Search Search comprehensively across application forms, evaluation rubrics, meeting notes, and team chat threads simultaneously from one dashboard location.

Evaluation Results How to View Application Evaluation Results

Reminder Emails Learn how to set up automated reminder emails for application forms in AcceleratorApp, and how to manually send bulk reminder emails to applicants at any stage of your funnel.

Application Collaborators Learn how to add collaborators to an application on AcceleratorApp, so more than one person can view, edit, and submit the same application.

Duplicate Application The Duplicate Application feature allows administrators to copy startup profiles between funnels. Data transfers automatically if both funnels share the same form; otherwise, you can request a new submission from applicants.

Reset an Application to Draft How to Reset an Application Back to Draft Mode

Move Application A guide on how to change the application funnel of an application in AcceleratorApp.

Archive Funnels & Deadlines Overview of managing funnels, with a step-by-step guide to archiving funnels and editing funnel deadlines.

View Funnels Learn how to manage application funnels in AcceleratorApp — including controlling funnel status, transparency, and accessibility settings to fit your program's needs.

Applications Dashboard A guide to viewing the application dashboard.

Application Process Automations Request custom Application Process automations in AcceleratorApp to automate status updates, evaluator assignments, tag rules, and candidate workflows.

Marketing Campaigns for Applications Learn how to set up Google Tag Manager and Google Analytics 4 with AcceleratorApp to track applicant traffic sources and measure your marketing campaign ROI.

Leads & Scouting

Leads & Scouting The Leads feature allows you to scout and manage a pipeline of prospects.

6. Program & Portfolio

Create courses for your community with different units consisting of reading, videos, assignments and quizzes.

Programs

Create a Program Learn how to set up, manage, and edit Programs to group startups or users into distinct cohorts with tailored tracking and resources.

Program Types Learn the differences between User Programs and Startup Programs, and how to assign them to participants during onboarding or via management dashboards.

Assign Startups to Programs A guide on how to assign a startup to a program.

Users Program Assignation Learn how to track individual user program lifespans, monitor cohort active durations, and register new individual user program placements.

Program Home Page The Program Home Page replaces static content with a dynamic timeline of events, mentor availability, and stats, providing admins a centralized hub to manage and monitor the entire founder experience.

Startup Portfolio & Management

Startup Portfolio Learn how to navigate the Startup Portfolio in AcceleratorApp — including how to search, filter, switch views, manage saved views, add startups, and export data.

Import Startups with Zapier Streamline your portfolio management by automating startup creation in AcceleratorApp from external apps like Google Forms, Typeform, or Sheets via Zapier.

Add Startups Learn how administrators can manually add startups to their database via the Startup Portfolio, Startup Management, or through a Zapier integration.

Saved Views Startup Portfolio A guide to creating saved views of the Startup Portfolio.

Broad Search for Startups Search comprehensively across profile forms, internal milestones, team messages, and uploaded documents within your Startup Portfolio dashboard.

Filter Startups Learn how to quickly filter your startup portfolio using industries, tags, dates, connected users, programs, and custom profile fields.

Delete Startups Learn how to permanently remove a startup from your AcceleratorApp portfolio to keep your active dashboard organized and up to date.

Manage Founders Learn how to manage founders within existing startups from Startup Management or the application file, including inviting new or adding existing users.

Startup File Learn how administrators can navigate, view, and manage a company's activities, performance, tasks, and key documents using the centralized Startup File.

Startup Profile A guide to update the Startup Profile.

Export Profiles A guide on how to export startups profile information from Startup Portfolio or Startup Management in AcceleratorApp.

Milestones

Milestones Templates Learn how to set up, configure, and assign Milestone Templates in AcceleratorApp to efficiently track and manage startup progress and sub-milestones.

Assign Milestones to Startups Learn how to assign and manage milestones in AcceleratorApp — including how to create milestone plans, track progress against targets, and export milestone reports as PDF.

Metrics & Data Collection

Data Collection Learn how the system will collect data from startups

Core Metrics Learn how Core Metrics track startup performance in AcceleratorApp. Understand metric categories, automatic business model mapping, and smart KPI calculation logic.

Create Metrics Learn how to create custom metrics in AcceleratorApp — including how to define categories, set collection frequency, assign metrics to startups, and automate data collection notifications.

View Metrics Learn how to view, analyze, compare, and export startup performance metrics. Manage user visibility restrictions for mentors and download data reports.

Export Metrics A guide to export startup metrics and data.

Activity Feed

Activity Feed Monitor and filter all interactions between startups, mentors, and program managers in AcceleratorApp using the consolidated Activity Feed.

7. Coaching & Mentoring

Mentors Management Learn how to invite mentors, assign them to startups, and manage their availability. Streamline expert collaboration across your programs efficiently.

Mentor Availability Learn how to set up, view, and edit availability schedules on behalf of your mentors and experts to streamline meeting bookings.

Connect Mentors & Startups Learn how to connect mentors and startups.

Booking Settings Learn how to manage meeting booking restrictions in AcceleratorApp to control whether founders can book any community user or only assigned mentors.

Book Meetings Learn how your community can book, cancel, or reschedule meetings with mentors and experts using mentor profiles or one-on-one events in AcceleratorApp.

Create a Meeting Learn how to quickly create a meeting in AcceleratorApp — from any page using the Create button — including how to view your availability, select a startup, choose a location, and send the invite.

Session Notes Learn how to access, run, and complete an active coaching session workspace in AcceleratorApp to log shared insights, track tasks, and upload key files.

Edit Session A guide on how to open, edit, and save a Coaching Session in AcceleratorApp.

Zoom Transcripts Learn how to automatically generate, sync, and view Zoom meeting transcripts inside your AcceleratorApp coaching sessions for seamless record-keeping.

Coaching Evaluations Learn how to create and configure evaluation parameters for coaching sessions in AcceleratorApp — including how to define criteria, build evaluation forms, and assign them to specific programs and roles.

Startup Assessments Learn how to access and navigate a startup's assessment dashboard in AcceleratorApp to track performance metrics, radar charts, and historic evaluation data.

Mentorship Reports Learn how to export Excel reports, generate PDF summaries of coaching sessions, and monitor real-time mentor updates using the Activity Feed.

8. Learning Management System (Courses)

Create a Course A guide on how to create a course in AcceleratorApp.

Learner Progress Learn how to track learner progress in AcceleratorApp courses — including how to navigate the cohort dashboard tabs, review individual learner performance, manage evaluations, and export analytics.

Submission Form

Quiz Form Learn how to build a Quiz Form to embed inside your courses in AcceleratorApp, including question types, correct/incorrect answers, and validations.

Articles Learn how to create, publish, and share articles in AcceleratorApp — including how to add multimedia content, share through the Resources section, and integrate articles into courses.

Gradebook Learn how to configure unit weightages, passing grades, and interpret gradebook metrics like Class Average at both individual and cohort levels in AcceleratorApp.

LMS Evaluation The LMS Evaluation feature allows instructors and program managers to assess learner progress by attaching evaluation forms to course assignments and quizzes, assigning evaluators, and tracking results directly in AcceleratorApp.

9. Requests

Request Form A guide on how to create and configure a Request Form in AcceleratorApp.

Send Requests A guide on how to create, send, and manage Requests in AcceleratorApp.

Access to Request Responses Learn how to access and review request form responses in AcceleratorApp — including how to view all responses from the Requests section and how to check individual responses from the startup or user file.

Export Request Data Learn how to export request form data in AcceleratorApp — including how to export responses in bulk from the Requests section and how to download individual responses as a PDF from the startup or user file.

10. Events

Learn how to create one on one events

Manage Events A guide on how to manage events in the AcceleratorApp.

One-on-One Events Learn how to create One-on-One events in AcceleratorApp.

Group Events A guide on how to create and publish group events in AcceleratorApp.

QR Code Check-In Learn how to generate and manage a QR code for attendee check-in at group events in AcceleratorApp — including how to set a check-in time window and understand how access control works.

How to Use Planned Actions in Events Learn how to use Planned Actions in AcceleratorApp to schedule emails, feedback requests, and tasks relative to your event — so your entire communication workflow runs automatically without manual intervention.

Event Emails Learn how to send, schedule, and track emails from an event in AcceleratorApp — including how to view email activity, monitor open rates, and check delivery logs from the user file.

11. Community

Make connections and interact.

Community Section Learn how to navigate the Community section in AcceleratorApp — including how to browse people and startups, apply filters, switch views, and access profiles.

News Feed Learn how to use the News Feed in AcceleratorApp

Community Access Learn how to configure community access settings in AcceleratorApp to control visibility across startup profiles and user profiles for each role.

12. Resources and Articles

Articles Learn how to create, publish, and share articles in AcceleratorApp — including how to add multimedia content, share through the Resources section, and integrate articles into courses.

Resources Learn how to create and manage resources in AcceleratorApp — including how to add links, files, and articles, organize them into sections, and control who has access to each resource.

13. Communication

Learn how you can communicate with your startups and users using AcceleratorApp.

Emails

Transactional Emails Learn about the types of transactional emails in AcceleratorApp — including account management, application process, startup communications, notifications, and onboarding emails — and how to customize them to match your brand.

Send Emails Learn how to send emails to your startups and users from AcceleratorApp

Email Content Templates Learn how to create, save, and reuse email content templates in AcceleratorApp — including where to find existing templates and how to apply them when sending emails across the platform.

Email Design Learn how to create and customize email design templates in AcceleratorApp — including header, logo, body colors, buttons, and footer — to keep your communications consistent with your branding.

Event Emails Learn how to send, schedule, and track emails from an event in AcceleratorApp — including how to view email activity, monitor open rates, and check delivery logs from the user file.

Chat

Chat Center Learn how to access your inbox, filter conversations, manage your online presence, and toggle incoming message requests in the AcceleratorApp Chat Center.

Send & Format Messages Learn how to write messages, format text, use comment threads, mention users, add emoji reactions, share files, and edit or delete your chat messages.

Chat Permissions Learn how to configure chat permissions per role and grant or remove chat access for individual users in AcceleratorApp.

Chat Settings Learn how to manage your personal chat settings in AcceleratorApp — including controlling who can start a new conversation with you.

14. Reporting

Exporting Data Learn how to export data in AcceleratorApp — including applications, startup data, user information, and reports — and where to retrieve your exported files.

Export Profiles A guide on how to export startups profile information from Startup Portfolio or Startup Management in AcceleratorApp.

Export Applications Application Export feature

Export Users The User Data Export feature allows administrators to extract and download user information from the platform in a structured format

Export Metrics A guide to export startup metrics and data.

Export Events Export comprehensive summaries and participant lists from individual incubator events. These spreadsheets capture registration details, meeting durations, and startup participation for both group sessions and one-on-one coaching.

Share a Form Learn how to share a form as a preview link for teammate review, or download it as a PDF — and understand when forms are actually available to collect responses.

Export History Learn how to use Export History in AcceleratorApp — including how to find, download, filter, and manage all previously generated export files from one centralized place.

Integrations & API

Zapier Integration Connect AcceleratorApp with external applications using Zapier to automate workflows and trigger seamless data transfers between your tools.

Public API Learn how to find your Public API key and base URL, and authenticate requests to AcceleratorApp's Public API using the x-api-key header.

GTM & GA4 Track applicant data for marketing or organizational purposes

Tracking Page Traffic with Google Tag Manager Learn how to use Google Tag Manager to track page traffic across your AcceleratorApp platform — including login activity and access patterns — when user-level timestamps are not available natively.

SEO Settings Configure your platform's SEO Title and Meta Description in AcceleratorApp to optimize search engine visibility and click-through rates.

16. Funding Module

Funding Module Overview

Funding Module An overview of the Funding Module and how it helps organizations manage post-award funding, recipients, disbursements, compliance, and reporting.

Funding Dashboard Learn how to use the Funding Dashboard in AcceleratorApp to get a consolidated view of funds, commitments, disbursements, and cash position across all your Funding Rounds.

Funding Rounds

Create Funding Round Learn how to create and activate a Funding Round in AcceleratorApp, the top-level budget pool that Funding Programs and Recipients sit inside.

Understanding Funding Round Learn what you'll see on a Funding Round's page in AcceleratorApp — financial summary, money maps, cash position, and program breakdown — once it's created.

Manage Contributors Learn how to add and manage Contributors in AcceleratorApp's Funding Module, the individuals or organizations that commit money to a Funding Round.

Issue Capital Call Learn how to issue a Capital Call in AcceleratorApp's Funding Module — requesting committed money from your contributors so it can be invested or disbursed.

Funding Programs

Create Funding Program Learn how to create a Funding Program in AcceleratorApp — the financial vehicle inside a Funding Round used to distribute capital to recipients, such as a specific grant, award, or scholarship.

Understanding Funding Program Learn what you'll see on a Funding Program's page in AcceleratorApp, compliance badges, KPIs, financial summary, and the outflow money map, once it's created.

Recipients

Add Funding Recipient Learn how to add a Funding Recipient to a Funding Program in AcceleratorApp — either automatically from an accepted applicant or manually.

Understanding Funding Recipient Profile Learn what you'll see on a Funding Recipient's profile in AcceleratorApp — KPIs, compliance status, the outflow money map, and each available tab.

Set Up Milestones Funding Learn how to create and manage milestones for Funding Recipients in AcceleratorApp — including how to set up payment tranches, review evidence submissions, and move milestones through the approval flow.

Manage Compliance Requirements Learn how to assign compliance requirements to a Funding Program, track recipient submissions, and verify or waive requirements in AcceleratorApp's Funding Module.

Process Disbursements Learn how to create, approve, schedule, and settle disbursements for a Funding Recipient in AcceleratorApp — from initial draft through payment confirmation, including how to record a failed or cancelled payment.

Administration

Compliance Templates Learn how to create and manage reusable Compliance Templates in AcceleratorApp — so you can standardize requirements like KYC or Bank Verification once and apply them across any Funding Program.

Funding Settings Learn how to configure the Funding Module Settings in AcceleratorApp — including how to set up Reference Data such as attachment types, payment methods, recipient types, and other reusable values used across your funding workflows.

Funding Audit Log Learn how to use the Funding Audit Log in AcceleratorApp to track every state change made across Rounds, Programs, Recipients, Milestones, Disbursements, and other funding objects, filtered by type and date.

Funding Permissions Learn how to configure Funding Module permissions in AcceleratorApp — including which access keys control visibility, editing, approvals, payments, and compliance across funding workflows.