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Accessing Your Files and Documents

Find, upload, and manage files and tax documents on your investor dashboard.

Rachel Diaz avatar
Written by Rachel Diaz
Updated over 3 weeks ago

To access files and documents relevant to your account, click on Files from your investor dashboard.

This section contains all documents uploaded by your fund admin or the Venture360 team.

You will see three categories:

  1. My Documents: Files uploaded by you, the investor, or your fund admin.

  2. Group Documents: Files shared by the fund admin, such as reports or agreements.

  3. Tax Documents: Official tax forms like K-1s for the current year and previous years (if available).

Uploading Files:

  • To upload a file, click on Select Files or drag and drop files directly into the upload area under "My Documents."

  • Create folders to organize your files by entering a folder name and clicking Create Folder.

Troubleshooting Access:
If you can’t see your files:

  • Refresh the page.

  • Verify you’re logged into the correct account.

  • Contact your fund admin for missing documents.

  • Reach out to Venture360 support for technical issues.

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