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.

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2. How to use it

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1. Access the Vault
   
   
   • Navigate to Profile → My Documents.
     
     
2. Upload & Tag
   
   
   • Click Upload Document, select your file, and assign a custom label (e.g., “W-9,” “Accreditation,” “Subscription Agreement”).
     
     
3. 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.
     
     
4. Preview & Download
   
   
   • Use the in-app secure viewer to inspect documents without leaving the platform or downloading sensitive files.
     
     
5. Organize & Manage
   
   
   • Rename, retag, or delete documents anytime. Filter by label or upload date to find exactly what you need.
     
     
6. 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.

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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.

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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.

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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.

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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.