Access deal documents in minutes, not days

InvestorSet is a document library for corporates to streamline investor access to deal documentation and periodic reporting. It’s secure, cost effective and backed by fanatical 24x7 support.

InvestorSet is free for qualified investors.

Explore Sets
Your investor’s time is valuable
Traditional trustee portals are black boxes that can take days or weeks to process access requests. InvestorSet gives investors the access they need, when they need it, so they can trade faster.
Bulk message current and former holders
Dedicated email uploading to any folder
File & folder drag and drop uploading
File & folder level permissioning
Usage analytics
24x7 U.S. based phone & email support
Customizable file upload notifications by email
Same-day team-member provisioning
Manage all repositories in one place
Mobile friendly
One-click access requests
One-click bulk downloading
Search by file, folder and date uploaded
Keyword search within documents, across file types
24 / 7 / 365
Your experience means everything to us

We offer unlimited, 24x7x365 U.S. based phone, email and live chat support to you and any user in your deal.

Ready to learn more?
Get started or schedule a demo with a product specialist who can answer any questions and show you the platform.

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