Documents in Portfolio

How to privately share documents with members who have invested in a specific company?

Portfolio documents can be added by and are visible only to members who have invested in the specific portfolio company (except for limited access investors) and to members who have full edit access to Portfolio.

To add a portfolio document:

• navigate to the Portfolio page in the deal room
• click on the name of the company you want to add a portfolio document to
• go to Documents tab
• add the document

Updated on: 23/04/2025