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Uploading Investor Documents

Investor documents can be uploaded and stored in the Mako platform. Investor documents may include letters of authorization, forms, and supporting documents for identification such as a driver's license or passport.

To upload investor documents:

  • From the Main Menu, select Investors.  
Screenshot of the button to edit Investors in an organization

  • For an investor, click View/Edit Data > Documents > Investor Documents > Choose File.
Screenshot of navigating to investor documents

  • Select the file you want to upload and click Open. 
  • Click Upload File
Note: Please wait while the file is uploaded until you see the green box notification. 
Screenshot of document saved onfirmation popup window

The investor will receive an email notification with a link to their profile that a new document has been uploaded to their profile.