Investment Log

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The investment log is designed to archive investor participation across various fundraising rounds. Signed documents, term sheets, and wire acknowledgments can all be stored on the log. This log will be part of the investor’s file along with other forms in the Board Management group.


Board Management is a group of processes designed to create an organizational and operational structure for the Board of directors. In addition, keeping all of these records stored and secured for a powerful content management strategy. Explore all the processes for Board Management in the marketplace.

All forms are customizable to meet your clients requirements.

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