Understanding Documents

The Documents feature provides secure storage for all your important investment-related files. Keep contracts, statements, valuations reports, and other critical documents organized and easily accessible.

What You Can Store

Investment Documents

• Purchase agreements and contracts
• Valuation reports from third parties
• Annual reports and financial statements
• Shareholder agreements and term sheets

Property Documents

• Deeds and title documents
• Lease agreements
• Property appraisals
• Insurance policies

Legal & Corporate

• Entity formation documents
• Operating agreements
• Trust documents
• Tax filings and returns

Financial Records

• Bank statements
• Brokerage statements
• Loan agreements
• Transaction confirmations

Organizing Your Documents

Link to Assets and Entities

Every document can be linked to a specific asset or entity. This creates a natural organization:

• Click on an asset → See all related documents
• Click on an entity → View all documents for that holding company

Search and Filter

Quickly find documents by:

• File name
• Upload date
• Associated asset or entity
• File type

AI-Powered Document Intelligence (Enterprise)

For Enterprise subscribers, uploaded documents become part of your personal knowledge base that powers the AI Assistant.

How It Works

When you upload a document, our system reads and understands its contents. Think of it like having a brilliant assistant who has read and memorized every document you've ever uploaded. Later, when you ask the AI Assistant a question, it can reference information from your documents to give you accurate, personalized answers.

Example scenarios:

• *"What are the key terms of my Nordic Growth Fund investment?"* — The AI can pull details from your shareholder agreement
• *"When does my property lease expire?"* — It finds the date from your lease document
• *"Summarize the performance of my real estate portfolio last year"* — It references your annual reports

Privacy & Security

Your documents are:

• Encrypted at rest and in transit
• Isolated to your workspace only
• Never shared with other users or used for training
• Accessible only by authorized team members

The AI only references your own documents — it cannot access information from other users or external sources when answering your questions.

What Makes This Powerful

Traditional document storage is passive — files just sit there until you manually search for them. With AI-powered intelligence:

• Natural Questions: Ask in plain language instead of remembering file names
• Cross-Reference: The AI can connect information across multiple documents
• Instant Answers: No more digging through folders to find specific clauses or numbers
• Context Aware: The AI understands your portfolio context when searching documents

Supported File Types

The AI can read and understand:

• PDF documents
• Word documents (.doc, .docx)
• Text files
• Spreadsheets (extracts text content)

For best results, upload text-based PDFs rather than scanned images.

Best Practices

• Upload Early: Add documents when you make investments — don't wait until you need them
• Use Clear Names: Name files descriptively (e.g., "Nordic-Growth-III-Shareholder-Agreement-2024.pdf")
• Link Properly: Always associate documents with the relevant asset or entity
• Keep Current: Upload updated documents when you receive new versions
• Regular Cleanup: Archive or remove outdated documents to keep your library relevant

Related Features

• Assets: View documents linked to specific investments
• Entities: See all documents for a holding company
• AI Assistant: Ask questions about your uploaded documents (Enterprise)