Open company documents
- Open the Investor View and select the investor profile.
- Find the company in the Investments table.
- Select the documents button beside the company.
Review available files
Company Documents lists the company files shared with your investor profile. Use it for entity-level files. Files that support a specific investment are available from the corresponding contract details.
If a document is missing
Only files made available to your profile appear in this area. Confirm that you selected the correct investor profile, then ask a company representative to share the document or confirm where it was attached.
Use the correct document source
Company Documents contains entity-level files shared with the profile. Open the investment contract when you need the agreement, amendment, or transaction evidence supporting a specific position. A file appearing in one area does not imply access to every company folder.
Handle downloaded files safely
Keep downloaded files within the investor organization’s approved storage and sharing process. Do not forward a document merely because it was visible to your profile. If the file appears unrelated or exposes unexpected information, stop using it and report the company and filename.