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Documents

Upload and organize documents like K-1's or investor updates via Personal & Project Documents, and generate Investor Statements

Bulk Document Uploader

  • K-1 Best Practice Guide (PDF)
  • Bulk Document Uploader - K-1 Matching
  • K-1 Matching & Bulk Uploader Overview
  • Bulk Document Uploader - Manual Match
  • Bulk Document Uploader - Upload by Filename

Global Documents

  • Global Documents

Personal & Project Documents

  • Manage Investor and Project Documents
  • Upload Investor Documents
  • Upload Project, Entity, or Class-Level Documents
  • Uploading Project Documents
  • Documents Uploaded by Investors

Investor Statements

  • Investor Statements Overview
  • Investor Statement Templates
  • Generating Investor Statements
  • Investor Statements FAQ

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