Getting Started


How to get the most out of Corporate Focus from the start.


To help get started, we have created this guide outlining how to get the most out of your Corporate Focus license. You can use this information to learn about what Corporate Focus can do, how it works, and how to get the most out of it. Once you get started, you'll become a Corporate Focus expert in no time.

Just Get Started

Sometimes the best way to learn something is by trying it out. To get started quickly, review our Quick Start Guide, which will get you up in running in 30 minutes or less.

Get Started with the Basics

Get familiar with Corporate Focus with out basic walkthroughs. These short tutorials will help you get familiar with the most important aspects of Corporate Focus.

Get Started with Ownership

Now that you've got the basics, you can start adding your data to Corporate Focus. Corporate Focus includes native tracking for stock, convertible, option, warrant, and note securities. For more details of all that you can do, read through our ownership and expensing guides.

Get Started with Reports

Corporate Focis comes standard with over 150 report templates to help organize your data. Take a look at our sample reports to know what you can expect to find.

Training Videos

Use our on-demand training to get familiar with how to use Corporate Focus. These videos are designed to be short and to the point - helping you get the information you need, without taking too much of your time.

Frequently Asked Questions

If you have a question, be sure to review our FAQ page to see if it has already been answered. If not, you can always contact our support team.