Why does Distributary need access to my documents?

When investing in public or listed securities, regulations determine the information which must be provided by the issuer of such securities, and brokerage firms act as market makers, providing secondary liquidity for those looking to buy and sell the security as well as research on the company.
For private investments, when you invest and when new investors finance the company in subsequent rounds, the legal documents provided to you contain information about the implied price of the securities, the control regime and information rights afforded to different classes of investors.

Distributary automatically extracts price, company valuation, transfer restrictions and information rights from your private documents in order to help you make better decisions about your assets. These documents, alongside information held by fund administrators and secondary marketplaces are some of the sources we use to bring clarity and consistency to all of your positions

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