Secure upload
Send your documents safely.
Use this page to send financial statements, tax returns and other documents for your valuation.
Encrypted transfer Analyst-only access Up to 50 MB per file
Secure upload
EncryptedDrop files to upload
PDF, Excel, Word, images or ZIP
- 2023-tax-return.pdf2.4 MB
- financials-2021-2024.xlsx860 KB
- ytd-balance-sheet.pdf68%
Visible only to your analyst Protected
How we protect your files
Encrypted
Files are encrypted in transit and at rest.
Private
Only your assigned analyst can see your documents.
Never by email
Please don't email tax returns or bank statements.
What to send
Not sure? Send what you have. We'll ask for the rest.
- 3–5 years of financial statements
- Business tax returns
- Year-to-date P&L and balance sheet
- Leases, loan agreements or contracts
Upload your documents
Files go straight to your assigned analyst.