Upload documents
Share exit plans, forecasts or investor decks directly with your invitees.
Secure Portal
Admins manage uploads. Investors receive a one-click link by email for instant downloads.
Admin Console
Invite investor
Create secure logins for your investors. Credentials will be emailed automatically if SMTP is configured.
Document library
Track the files available to investors. Downloads require an authenticated session.
- No documents uploaded yet.
Investors
Review who has access and revoke credentials instantly.
| Name | Documents | Actions | |
|---|---|---|---|
| No investors invited yet. | |||
Admins
Add trusted teammates with console access.
| Added | Actions | |
|---|---|---|
| Only the default admin is active. | ||