Secure Administrative Access
Manage investors and documents for your data room
Step 1: Click "Initialize System" to create your management spreadsheet
Step 2: Open the management sheet and add your investors and documents
Step 3: Test the system with a sample login
Upload master documents to Cloudflare R2 storage. These will be used as source documents for investor preparation.
Documents are watermarked when investors are added. Click "Prepare Documents" to create personalized folders with watermarked copies for each investor.