Secure sharing
Sponsors can organize and distribute offering documents to exactly the people they authorize.
Access offering materials, due diligence documents, presentations, financial reports, and supporting files through a secure, purpose-built document portal.
Sponsors can organize and distribute offering documents to exactly the people they authorize.
Each investment has a structured data room that keeps every file relevant, current, and easy to locate.
Preview files in-browser, download what you need, and return to the work without unnecessary friction.
Designed to feel familiar on day one, with a focused workspace for sensitive investment documentation.
A simple, consistent way for sponsors to prepare materials and for financial professionals to review them.
Last updated July 18, 2026
A dependable document experience for teams that need to manage sensitive materials with care.
Files are handled through secure, enterprise-grade infrastructure.
Authorize access by person, group, or data room.
Maintain a clear view of activity across shared materials.
Make sharing decisions that fit each offering.
MyFinDrive is designed around the real workflows of sponsors, advisors, and investment professionals.