Share with privacy
Choose who sees what. The module supports permission capabilities for full flexibility. Need to share a private K1 form with an investor? No problem. Only they will see it. Want to share a document with the whole syndicate? No problem, get it done in a click of a button.
Once shared with an investor, the document is accessible to view or download for the investor via their private and secure investor portal.
All documents in one place
Upload in a bulk all relevant documents of the deal to one centralized location for better efficiency and control. Just received a bunch of K1’s? Upload them to Covercy in a click.
