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Assigning Advisors to Founders

Create advisory relationships.

Open Home and select the Assign Advisors tab. It lists your founders with a column for each of Founder Name, Last Connection, Tags, Advisors, and Actions, and offers an Assign Advisors action.

Use the Only Show Founders Without Advisors filter to find the people who still need support — the fastest way to close coverage gaps.

You can also create matches directly from the Advisory hub. Either way, a match creates a tracked relationship with its own sessions, activities, and workspace.

Please note: Advisors need a completed advisor profile before they can be matched effectively.