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.

Create an InvestorSet

  1. Go to investorset.com.
  2. In the top-right corner, click Log In.
  3. Log in with your corporate email. If you're new to Finsight, click Register Now to create an account first.
  4. In the Deal Manager Portal, in the top-right corner, click Create InvestorSet.
  5. Fill in the form with the following details:
    • InvestorSet Name
    • Transaction Type
    • File Storage Region
    • InvestorSet Access Type (if listed publicly, users can request access directly from the Public List)
    • Logo
    • Disclaimer
    • Enhanced Tagging for Analytics

Once complete, click Create InvestorSet. Your new set will now appear on the My Sets page.