When you apply for funding, the most sensitive part is not the money, it’s the paperwork.

Bank statements. Processor statements. Tax returns. IDs. Sometimes a lease, invoices, insurance, payroll reports. Those documents are basically a map of your business.

Most owners are fine providing what’s needed. What they hate is losing control of it:

• “Who has my files?”
• “How many people did this get sent to?”
• “Is this link floating around forever?”
• “Can I shut it off if I get a bad feeling?”

Vault Access exists to answer those questions with one word: yes.

Why we built Vault Access

Our clients tend to be experienced, busy, and allergic to unnecessary risk. They want speed, but not at the cost of feeling exposed.

Vault Access is our “security-first” way to run funding conversations:

• you share only what’s needed
• you approve who gets access
• we limit the sharing window
• we remove access when the job is done

It’s less chaos, less back-and-forth, and fewer “where did that file go?” moments.

How Vault Access works

We keep all data controlled within JotForm, our encrypted application partner and Google Drive. We set permissions controlled on our side. The principle are consistent: one controlled place, not a bunch of scattered attachments.

Here’s the flow:

1. we agree on the document list
   We ask for what’s relevant for your situation, not a giant fishing expedition. If something isn’t needed, we don’t request it.
2. you upload once
   Instead of sending the same documents five different times, you upload to a single secure folder.
3. you approve access before anything is shared
   No mass-blasting. No surprises.
   We only share your documents with capital partners you approve.
4. time-limited access
   Access is granted for a limited window so links don’t live forever. When the window closes, access closes.
5. access gets removed and data gets deleted on our side
   Once you’re done, we remove access and delete what we no longer need from our system. If you want us to purge everything after the process ends, just say so and we’ll follow your instruction (subject to basic record-keeping requirements).

How Deletion Works

We can guarantee what happens on our side.
We can’t control every system on the other side of the table.

What we can do is stack the odds in your favor:

• we prioritize funders who operate with clean data practices
• we share with a small, vetted group (not a giant list)
• we use time-limited access and revoke permissions when the process is over
• we build relationships with partners who respect that your files are not “sales collateral”

This is also why our next article is about Vetted Capital Partners. Vault Access controls the door. Vetted partners make sure you’re not inviting the wrong people inside.

What we do and don’t do

We do:

• share only with your approval
• keep one controlled vault instead of scattered email threads
• use time-limited access and revoke permissions
• delete what we no longer need on our side

We don’t:

• send your documents to random funders to “see what sticks”
• keep access open indefinitely
• share without your explicit OK

quick questions people ask

“Can I change my mind?”
Yes. If something feels off, we revoke access.

“Who sees my documents?”
Only the specific capital partners you approve for your deal.

“Is this complicated?”
No. If you can upload a file, you can use Vault Access. We keep the steps simple and guide you through it.

ready for a calmer process?

If you want funding without feeling exposed, Vault Access is built for you.

Book a call and we’ll walk through the process, the timeline, and exactly what documents are needed for your situation.