Secure document vault and board management for investors
Every document is encrypted before it is stored and filed against the company it belongs to. Board meetings, flags and action items live alongside, and admins can see a full audit log of sign-ins, shares, exports and changes.
Encrypted vault
Documents are encrypted with AES-256 before they are stored.
E-signature
Send documents for signature with email verification codes and an executed copy for every party.
Board room
Upcoming board meetings, red and yellow flags, and action items across the portfolio.
Passkeys and audit log
Sign in with Face ID, Touch ID or a security key; admins see who did what, when and from which device.
Questions
How is my data protected?+
Passkey sign-in (no passwords), AES-256 encryption for stored documents, private workspaces per firm, and an audit log for admins.