How to use GPX.

Set up your workspace so every later step works as designed. A few minutes of setup unlocks ranked matches, warm paths and the Copilot.

1. 1Create your account and confirm your email.
2. 2Open Settings and add your firm name, focus sectors and geographies.
3. 3Upload your LinkedIn connections CSV under Network to enable warm paths.
4. 4Optionally add an Exclusions list of firms you already cover.
5. 5Choose a plan on Pricing, or stay on Teaser with 10 free credits.

Turn a brief into a ranked, masked shortlist of debt and equity providers that actually fit.

1. 1Open Evaluate and either drop a teaser, IM or one-line brief, or set parameters by hand.
2. 2Choose debt, equity or both.
3. 3Run the evaluation. GPX scores the universe against your brief.
4. 4Review the ranked shortlist. Names are masked until you choose to open them.
5. 5Save the result as a Deal so you can reopen and re-run it later.

Every match opens into a dossier with the institution's brief, appetite, fit notes, decision-makers and warm paths.

1. 1Click a masked match to preview the fit summary.
2. 2Open the institution for the full dossier (1 credit).
3. 3Read appetite, ticket range, geography and sector fit.
4. 4Move to the People tab to see the key contact included with the open.
5. 5Reveal additional contacts or a direct dial as needed.

GPX meters per contact, not per organisation. A credit is consumed only when the data is actually delivered.

1. 1Open an institution to see its profile and one key contact.
2. 2Reveal additional named contacts one at a time as you need them.
3. 3Reveal a direct dial or phone only when you need to call.
4. 4Export a contact straight to CSV if you want it outside GPX.
5. 5Re-open or re-export any contact you already revealed for free.

Your LinkedIn connections, kept private to you, become the basis for the warmest route into every target.

1. 1Export your LinkedIn connections as a CSV from LinkedIn settings.
2. 2Open Network and upload the file. It is never scraped and only ever visible to you.
3. 3GPX computes warm-introduction paths from your network to each target.
4. 4On any dossier, see who in your network can introduce you and how strong the path is.
5. 5Delete the upload any time from the same screen.

A seven-step guided workflow that drafts and recommends, never sends, and asks for your approval at every step.

1. 1Step 1: Evaluate. Copilot reads your brief and runs the matcher.
2. 2Step 2: Shortlist. It ranks targets with reasoning you can edit.
3. 3Step 3: Warm paths. It checks your graph for the most direct route to each.
4. 4Step 4: Reveal. You approve which institutions and contacts to open.
5. 5Step 5: Memo. It drafts a concise LP-outreach memo you can review, copy, or download as PDF.
6. 6Step 6: Outreach. It drafts personalised first-touch messages per contact.
7. 7Step 7: Sequence. It proposes a follow-up cadence for you to approve.

Browse the full lender and investor universe directly without starting from a deal.

1. 1Open Directory and filter by side, geography, sector and ticket size.
2. 2Search by name to jump straight to an institution.
3. 3Preview masked records or open the dossier for the full picture.
4. 4Add interesting names to your Pipeline or to a List.

A live view of every active relationship so nothing stalls unseen.

1. 1Add a match or a directory record to the Pipeline.
2. 2Move it through stages as conversations progress.
3. 3Log notes, next steps and owners against each card.
4. 4Filter by stage, side or deal to see what needs attention this week.

Reconcile what you already know against the GPX universe, and keep results focused on fresh prospects.

1. 1Open Lists and paste or upload firm names you already track.
2. 2GPX resolves each to its entity record so you know which are investors, lenders or developers.
3. 3Open Exclusions and add firms you already cover or do not want to see.
4. 4Excluded firms are filtered out of every match and view automatically.

Use GPX inside Claude, ChatGPT or Perplexity on the same shared credit pool.

1. 1Open Connect and copy your MCP server URL and token.
2. 2Add GPX as an MCP server in Claude, ChatGPT or Perplexity.
3. 3Ask natural questions: 'who would back a 40 MW solar portfolio in Iberia?'
4. 4Open, reveal and export from inside your assistant — credits draw from the same pool.

Take anything you have revealed out of GPX in a clean, usable form.

1. 1Export a contact to CSV directly from the dossier.
2. 2Copy or download the Copilot memo as a PDF.
3. 3Export a list or a pipeline view to CSV from its top-right menu.
4. 4Re-exporting a contact you already revealed is always free.

Credits refresh each billing period. The same per-contact rules apply on every paid tier.

1. 1Pick a plan on Pricing: Teaser is free with 10 one-time credits.
2. 2Shortlist, Roadshow and Mandate refresh 300, 800 and 2,500 credits each period.
3. 3Advisory runs on a custom pool managed with GreenPeak.
4. 4Cancel any time from Account. No tail fees on any subscription tier.

GPX combines first-party research with third-party data. We are transparent about what that means.

1. 1Treat every contact as a best-effort match, not a guarantee.
2. 2A contact may have changed role or employer since we last refreshed.
3. 3If a direct dial or email is not on file, no credit is charged.
4. 4Each plan includes a 15% data-quality buffer of extra credits to offset potentially stale records.
5. 5Always verify a contact before you rely on it for outreach.