Save email attachments to secure shared investor folder
Save email attachments to secure shared investor folder
Your inbound investor attachments (pitch decks, NDAs, term sheets) pile up in your inbox and slow diligence. Files are saved to a secure shared folder so your team can retrieve materials immediately.
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Overview
Stop hunting for deal documents buried in inboxes—secure, standardized storage makes diligence predictable and auditable. Files are available to investment associates and counsel within minutes for faster decisioning and compliance.