FAQs - Getting Started

Can I manage multiple companies?
Possibly depending on your contract. All of them appear on your Dashboard where you can search, filter, and manage them.

What currency does Optionality use?
You can toggle between USD and CAD at any time using the currency switcher in the top-right corner. This affects all financial figures displayed across the platform.

Is my data saved automatically?
Yes. Your progress is saved automatically as you work through each section — including the Exit Readiness assessment.

What is EMA?
EMA is Optionality's AI co-pilot. She guides you through assessments, answers questions about your analysis, and helps you interpret results — available throughout the platform.