Can Masthead and Margin put documents in our data room?
Yes, when your company uses them too. Masthead HR sends your org chart, people list, headcount, HR policies and hiring plan. Margin Ledger sends your monthly accounts, cash and runway, loans, registrations, GST and TDS returns, and bank statements. See which documents, and where they go.
An owner or admin switches each product on in your 1936 AI account. From then on, each sends what has changed once a day from 6 AM India time, and whenever someone presses Send to Galley in Masthead or Margin. The files go straight from one product to the other.
You decide what investors and lenders see: the first document of each kind waits in your Inbox for someone to file it, and a filed document has its folder's access, like any other.