To get the most out of Fundstack, you can use the native file storage feature to save and share all of your relevant documents. If necessary, you can also see how to integrate with a third party storage here.
Viewing Files
Files are visible on company pages under the files tab.
Click on a file to download it.
Note: if you can't open files you may need to enable popups for Fundstack in your browser preferences.
Uploading Files
To upload a file simply drag and drop it on the file section of the file tab. This will start the upload process. Once the upload is complete Fundstack will synchronise and show the uploaded file.
Moving Folders in Third Party Solutions
For third party storage, Fundstack will help you keep your company files organised by deal stage. Deal stages are split into three phases: Deal Flow, Portfolio, and Inactive.
Each one of these stages has its own folder in your third party storage, for example a company called 'SureShip' in the deal flow stage would have the following folder: Fundstack/Deal Flow/ SureShip .
As the company moves into different phases, Fundstack will automatically move this company folder into the correct phase folder. This approach allows you to selectively sync your deal flow and portfolio folders to your computer without using storage space syncing the files of inactive deals.
Email Attachments
When you send an email to Fundstack the attachments will automatically be saved to Fundstack, whether or not you have a cloud storage integration.
If you are integrated with a third party solution the attachments will be uploaded to an Email sub-folder in the relevant company's folder. The attachments will also be saved in Fundstack's storage and will always be available on the email view in the right-hand sidebar.