My Documents
"Securely store, organize, and reuse your compliance and investment documents—automatically retrieved for each new deal to eliminate repeated uploads and streamline execution.
1. What this feature is about
The My Documents section is a secure, centralized repository for all user-uploaded compliance and investment paperwork. It stores forms such as W-9s, signed subscription agreements, proof of accreditation, and any other required legal or financial documents—ready for instant retrieval and reuse.
2. How to use it
- Access the Vault
- Navigate to Profile → My Documents.
- Navigate to Profile → My Documents.
- Upload & Tag
- Click Upload Document, select your file, and assign a custom label (e.g., “W-9,” “Accreditation,” “Subscription Agreement”).
- Click Upload Document, select your file, and assign a custom label (e.g., “W-9,” “Accreditation,” “Subscription Agreement”).
- Auto-Fetch on New Deals
- When you initiate a new investment, the system automatically identifies and retrieves relevant documents from your vault—no re-upload needed.
- When you initiate a new investment, the system automatically identifies and retrieves relevant documents from your vault—no re-upload needed.
- Preview & Download
- Use the in-app secure viewer to inspect documents without leaving the platform or downloading sensitive files.
- Use the in-app secure viewer to inspect documents without leaving the platform or downloading sensitive files.
- Organize & Manage
- Rename, retag, or delete documents anytime. Filter by label or upload date to find exactly what you need.
- Rename, retag, or delete documents anytime. Filter by label or upload date to find exactly what you need.
- Export & Share
- Select multiple files and click Export Package to download a consolidated ZIP or generate a secure, time-limited share link for auditors or counterparties.
3. Business use case
- Repeat Investments: Accredited investors who participate in multiple rounds or deals avoid redundant uploads, speeding up the verification process.
- Regulatory Audits: Compliance teams export a full set of required documents in seconds, satisfying regulators without manual file gathering.
- Multi-Deal Workflows: Asset managers launching new offerings can rely on existing investor documentation, reducing operational bottlenecks.
- Client Onboarding: Family offices and advisory firms ensure that once a client’s documents are stored, they become a one-time upload that serves all future transactions.
4. Why it’s helpful
- Time Savings: Automated document retrieval eradicates repeated uploads and manual chasing of paperwork.
- Enhanced Security: Encrypted storage and an in-app viewer protect confidentiality while maintaining auditability.
- Full Traceability: Timestamped access logs record every view, download, or export—essential for compliance and dispute resolution.
- Organizational Clarity: Custom labels and filters keep lengthy document histories neatly sorted and instantly searchable.
5. How it can help you
- Accelerate Deal Execution: With all paperwork at your fingertips, each new investment moves from commitment to funding in record time.
- Streamline Compliance: Demonstrate document readiness for audits or KYC checks without scrambling for files.
- Reduce Administrative Overhead: Your team spends less time on document management and more on strategic activities.
- Improve Investor Experience: Clients appreciate the convenience of a “set once, reuse forever” document process, boosting satisfaction and loyalty.
Practical Outcome: A personal document vault that auto-fetches stored files for new transactions—eliminating duplicate uploads, ensuring secure access, and driving rapid deal flow.
Support
If you need help with trading or encounter an issue, contact our support team at:support@liquidity.io or use the in-app chat for assistance.