Documents
Manage investor profile, KYB/KYC, mandate, diligence, SPV, and report-access records.
Accepted
3
Core investor records reviewedRecommended
5
Useful for diligence and SPV accessRestricted
4
Tied to diligence or SPV roomsBlocking
0
No current hard access blockersView
Investor entity profile
Entity registration and representative record used for Blue Mountain Impact Fund workspace access.
Accepted
KYB
Core
Investment mandate summary
Mandate, board authorization, or investment committee scope for CAP-NIR-001 and CAP-SME-003 fit.
Recommended
Mandate fit
Upload later
Source of funds declaration
Recommended declaration used for ROOM-DIL-NIR-001 and SPV-NIR-2026-A participation readiness.
Recommended
Diligence
No blocker
Confidentiality / NDA acknowledgement
Recommended acknowledgement for ROOM-DIL-NIR-001, restricted reports, and SPV documents.
Recommended
Room access
No blocker
Investor document for CAP-NIR-001
KYB, mandate, source-of-funds, NDA, eligibility, or SPV participation document tied to ROOM-SCM-SUPPLY and SPV-NIR-2026-A.
EOI-BMIF-NIR-01
SPV-NIR-2026-A
Access-aware
Investor document for CAP-WRF-002
KYB, mandate, source-of-funds, NDA, eligibility, or SPV participation document tied to ROOM-MSR-TRADES and SPV-WRF-2026-C.
EOI-BMIF-WRF-03
SPV-WRF-2026-C
Access-aware
Investor document for CAP-WRF-002
KYB, mandate, source-of-funds, NDA, eligibility, or SPV participation document tied to ROOM-CCR-WATER and SPV-WRF-2026-C.
EOI-BMIF-WRF-04
SPV-WRF-2026-C
Access-aware
Investor document for CAP-WRF-002
KYB, mandate, source-of-funds, NDA, eligibility, or SPV participation document tied to ROOM-JDR-DRAINAGE and SPV-WRF-2026-C.
EOI-BMIF-WRF-05
SPV-WRF-2026-C
Access-aware
Investor document for CAP-SME-003
KYB, mandate, source-of-funds, NDA, eligibility, or SPV participation document tied to ROOM-MPA-SME and SPV-SME-2026-B.
EOI-CRC-SME-02
SPV-SME-2026-B
Access-aware
Investor document for CAP-EAST-004
KYB, mandate, source-of-funds, NDA, eligibility, or SPV participation document tied to ROOM-MBH-HEALTH and SPV-EAST-2026-A.
EOI-DRN-EAST-01
SPV-EAST-2026-A
Access-aware
Investor document for CAP-WRF-002
KYB, mandate, source-of-funds, NDA, eligibility, or SPV participation document tied to ROOM-BRB-ACCESS and SPV-WRF-2026-C.
EOI-BMIF-WRF-06
SPV-WRF-2026-C
Access-aware
Investor document for CAP-SME-003
KYB, mandate, source-of-funds, NDA, eligibility, or SPV participation document tied to ROOM-BSH-SHELTER and SPV-SME-2026-B.
EOI-CRC-SME-03
SPV-SME-2026-B
Access-aware
Investor document for CAP-WRF-002
KYB, mandate, source-of-funds, NDA, eligibility, or SPV participation document tied to ROOM-PDR-DRAINAGE and SPV-WRF-2026-C.
EOI-BMIF-WRF-07
SPV-WRF-2026-C
Access-aware
Investor document for CAP-SME-003
KYB, mandate, source-of-funds, NDA, eligibility, or SPV participation document tied to ROOM-CHC-ELEC and SPV-SME-2026-B.
EOI-CRC-SME-04
SPV-SME-2026-B
Access-aware
Investor document for CAP-EAST-004
KYB, mandate, source-of-funds, NDA, eligibility, or SPV participation document tied to ROOM-YWS-WATER and SPV-EAST-2026-A.
EOI-DRN-EAST-02
SPV-EAST-2026-A
Access-aware