Keep the documents investors ask for in one place, ready to attach to a report.
The Vault is where a company keeps the documents that come up repeatedly:
incorporation papers, cap tables, tax filings, signed contracts. Uploading them
once means that when a report or a data room needs one, you attach it rather
than hunt for it.Documents in the Vault are private until you attach them to something. Uploading
does not share anything.
Click the drop zone or drag the file onto it. The Vault accepts PDF, DOCX,
XLSX, and images up to 50 MB each.
The upload dialog takes one file at a time.
3
Name it and categorise it
Give the document a display name and pick its category. The name is what
everyone else sees, so write it for the reader; “2025 Form 1120” beats
“scan_final_v3”.
Customer and vendor agreements, leases, financing documents
Categorise as you upload rather than later. Investors browsing a data room see
documents grouped by category, and an uncategorised pile is the fastest way to
make a well-run company look disorganised.
Once a document is in the Vault it can be added to a report through the
Documents block, which lists the files you choose along with their category. See
Build and send a report for where that block
fits.Attaching a document to a report shares it with that report’s recipients. It
does not share the rest of your Vault, and removing a document later does not
retract reports already sent.
