Create TeamSpaces aligned with your board, auditors, underwriters, legal advisors, and internal finance, marketing and communications teams.
Set permissions to entire folders or individual files. Designed to allow specified users access to information in the way it is intended.
DATA STORAGE & DOCUMENT LIBRARY:
Search, organize and securely share confidential documents such as general board meeting minutes and materials, financial data and statements, and more.
Keep transactions, contracts and other sensitive documents digital, and manage e-signatures within the platform.
VOTING & APPROVALS:
Vote and approve items with one click. Built-in reporting automatically collates responses into presentation-ready graphical formats.