Securely store and organize SAFE notes, SPAs, cap tables, and company updates. Access your investment documents from anywhere, anytime.
Purpose-built for angel investing document workflows
Store post-money and pre-money SAFE agreements with version tracking.
Keep SPAs organized by company with all amendments and side letters.
Track ownership changes over time with historical cap table versions.
Store monthly/quarterly updates, board decks, and investor letters.
Everything you need to manage your investment documents
Drag and drop files or upload directly. Supports PDF, Word, Excel, and images.
Find any document instantly with full-text search across all your files.
Documents automatically organized by company, type, and date.
Download individual files or bulk export for tax prep or due diligence.
Your documents are private by default. Share specific files when needed.
Access your documents from anywhere. Desktop, tablet, or mobile.
Investment documents contain sensitive information. We use the same security standards as financial institutions to protect your data.
Upload large documents, board decks, and data rooms
Join the waitlist for secure, professional document management.
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