DATA STORAGE & DOCUMENT MANAGEMENT:
Search, organize and securely share confidential documents such as general board meeting materials, financial data and statements, capitalization tables and equity options materials, S-1 drafts and investor presentations.
Create TeamSpaces aligned with your committees, auditors, underwriters, legal advisors, internal teams or specific initiatives.
SECURE IN-APP EMAIL:
Communicate sensitive information and share files using secure in-app email functionality, minimizing the risk of potential exposure to unintended recipients.
MEETING BOOK CREATION:
Create a meeting book comprised of any file type. Simply link your agenda with your files.
COLLABORATE ON PROJECTS:
Leverage TeamSpace functionality to manage key initiatives, share and collaborate on materials (such as board documents or S-1 drafts) with internal and external parties