Managing folders

Folders help you organize your company's uploaded documents so investors can easily find what they need during due diligence.

When your company is set up on Verified Metrics, you'll start with a set of default folders. These are a suggested starting point for organizing your documents - common categories that investors typically look for.

Default folders are not permanent. You can rename them, reorganize them, or delete them to fit your company's needs.

You can create new folders at any time. To create a folder, click the + New folder button and provide a name for the folder. A description is optional.

Folders can also be created inside other folders, with one level of nesting. For example:

Nesting is limited to one level deep. This keeps the folder structure simple and easy to navigate — both for your team and for investors conducting due diligence.

Your company’s folders can be edited at any time, including the default folders you started with. Editing a folder lets you update its name, description, or both. Editing a folder does not affect the files inside it.

Folders can be deleted as long as they contain no files. If a folder still has files in it, you'll need to move or remove those files before the folder can be deleted.