Welcome: Client Onboarding Guide

Your Quick Start Setup Guide

Let’s make sure you’re ready to get the most out your AlphaGeo license.

Follow this checklist to complete setup.

1. LOGIN CREDENTIALS

This will be sent to the organization's admin user via email.

2. GETTING STARTED

• Log in using credentials at https://app.alphageo.ai/login.

• Reset your password, ensuring that it:

  • contains at least 12 characters including an uppercase letter, a lowercase letter, a number, and a special character

  • does not contain the username

  • is not too similar to your personal information

  • is not a commonly used password

  • is not entirely numeric

  • is not the same as the last 5 passwords

3. UPLOAD YOUR DATA

Upload your data to begin asset or portfolio analysis:

• Ensure data is formatted correctly

• If uploading a flat file, please refer to our Data Upload Guide.

• If using an API, please refer to our Data API Guide.

• Upload using your preferred method

4. USING OUR PLATFORM

AlphaGeo’s native application, AlphaGeo Explorer, allows users to analyze both existing assets (at asset and portfolio-level), as well as explore and diligence new locations. Refer to the following guides on how to get started:

• Analyze existing portfolios and assets: See our Portfolio Analytics Guide.

• Explore and evaluate new locations: See our Location Explorer Guide.

5. UNDERSTANDING OUR DATA

The true value of your license lies in our proprietary data analytics, designed specifically for resilient investing.

To help you make the most of these insights, refer to our main product pages within our Gitbook Public Docs.

6. FOR ADMINS: MANAGE YOUR ORGANIZATION

Our Admin Panel Guide provides detail on how designated admins can manage permissions for their organization.

7. STAYING CONNECTED

Book your first Quarterly Consultation, or share feedback at any point by emailing [email protected].