Manage company and cap-table documents

Upload PDFs to companies, investors, contracts, and transactions.

Last reviewed: 2026-08-25

Choose the correct location

  • Company documents hold entity-level legal files.
  • Investor documents support the investor identity or relationship.
  • Contract documents support the investment terms.
  • Transaction documents support a specific secondary transfer or other event.

Upload a PDF

  1. Open the company, investor, contract, or transaction that the document supports.
  2. Open Documents or Files and choose Add document.
  3. Select the PDF, use a descriptive name, and confirm the destination folder.
  4. Upload and verify that the document appears on the correct record.
Keep evidence with the event

A file uploaded to the wrong entity may be difficult for reviewers to find. The cap-table record and its executed document should be easy to reconcile.