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When would I need to upload a document for an investor?

If you already have an investor’s document, such as from a repeat investor or one they emailed you directly outside the platform, you can easily upload the document to their Transaction on their behalf.

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How do I manually upload files into a Transaction?

Click into a Transaction, then select the Actions drop down to upload files.
The files you upload will appear under this Files tab and will be available to the investor to download from their dashboard. It’s important to note these files are for your record keeping and will not move the Transaction progress forward. If you want to upload a document to a specific field that will satisfy the requirement, please look at the question below.

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Can I upload a document into a specific field on behalf of an investor?

Yes! Under the Files tab within a Transaction you can click the Upload to Field button. This allows you to upload a document and assign it to a specific field, helping to meet the requirements needed to move the Transaction forward.

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What do I do with a side letter?

Any side letters signed outside of the system can be uploaded into the Transaction. After clicking into the Transaction, select the Actions drop down to upload the letter.