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Quick Start Guide

Category: Getting Started Last updated: Dec 1, 2025
Project Ledger: Quick Start Guide

Quick Start Guide

Version 1.0

Overview

Project Ledger is a multi-tenant platform designed to bring transparency to your investments. Whether you are building a snack bar or managing a holding company, follow these 4 steps to get started.

1

Create Portfolio

Set up your investment umbrella (e.g., "Yaoundé Ventures"). This acts as the container for all your projects.

Create Group →
2

Launch Project

Define your budget and base currency (XAF, USD, GBP).
Note: Currency cannot be changed once the project is created.

3

Invite Partners & Define Equity

Add members via email. Use the Cap Table to set Target Equity percentages. The system will automatically calculate the required capital contribution for each member.

4

Start Tracking

Log Expenses (money out), Revenue (money in), and Capital (partner contributions) to see your real-time analytics come to life.

Pro Tip: Always upload a receipt or screenshot when logging an Expense. This ensures a transparent audit trail for all partners.

Need support? Email us at support@project-ledger.org