Which documents should I upload?
Suggested materials, accepted file types, and how uploads work.
The Documents step and the Data Room accept whatever you have. Materials do not need to be polished; the review process extracts what it can and then asks you for anything still missing.
Suggested documents
- Financial statements (P&L, balance sheet)
- Business plan or investor deck
- Customer contracts or LOIs
- Technical specifications or deployment plans
- Any other supporting materials
Accepted file types
PDF, Word (.doc, .docx), Excel (.xls, .xlsx), CSV, PNG, JPG/JPEG, and ZIP. A ZIP archive is unpacked when you add it, and each file inside is uploaded individually.
How uploading works
- Click the upload area or drag and drop files onto it. You can select many files at once.
- Each file shows its progress: queued, uploading, then complete. Files that fail appear under Failed uploads with a Retry button.
- Once your deal exists, uploaded files are processed immediately and appear in the Data Room.
- Choosing Remove from analysis on a file moves it to the Archive bucket so it is excluded from analysis. It is not deleted.
When you are ready, click Submit for Review. A confirmation asks Ready to start analysis?; choose Yes, begin analysis. You can add more files later from the Findings panel.
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