Investor Portal
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Private investor workspace
Track your review path without exposing restricted deal-room records.
Your portal shows only records linked to your ERP user or matching your login email. PPM, governance, BOD, and deal-room records appear only after manual authorization.
Portal visibility does not equal approval. Manual authorization is still required for PPM access, vSign packets, governance documents, board records, and transfer-agent workflow.
-Total records
-Submitted
-In review
-KYC pending
-Approved
Step 1 of 5: Overview
Start here to understand the current review path and access status.
Active review path
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Account snapshot
My investor records
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Upload investor documents
Files are uploaded as private investor evidence, hashed, and recorded against your investor onboarding record. Uploading a file does not grant deal-room access or approval.
Uploaded evidence
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Released deal-room documents
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Only explicitly released PPM or deal-room documents appear here.
vSign packet
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vSign actions
These actions stage or acknowledge readiness for vSign. They do not create a completed legal signature and do not release restricted documents.
KYC / KYB checklist
Secure upload lane
Upload controls are staged next.
The current build shows required status without accepting files. The upload lane should store files in DO Spaces, attach hashes, and require operator review before release.