Private documents

Private documents are files your firm holds that aren’t public: your investment thesis, past memos, IC notes, founder diligence. Upload them in Settings under Private documents, and StratEngine searches them alongside public research whenever it analyzes a pitch deck. Each upload is indexed first, then marked Ready.

Private documents are visible to everyone in your workspace, and StratEngine searches them for every deck anyone in the workspace analyzes. Upload a document only if your whole workspace should be able to see it.

Upload documents

Open Settings

Click Settings in the side menu and find Private documents.

Add files

Drag files onto Drop files here, or choose files, or click it to pick files.

Wait for Ready

Each file shows Uploading…, then Indexing…, then Ready. You can leave the page while files index. Decks analyzed after a file is Ready can draw on it.

The Private documents section of Settings in VC mode with the drop zone and document count

You can also add private documents in the Private documents step of onboarding.

What to upload

Documents that help StratEngine judge a deal the way your firm would:

Your investment thesis and sector notes
Past investment memos
IC notes and decision records
Founder and market diligence

Supported files and limits

Limit	Value
File types	PDF, Word (`.docx`), PowerPoint (`.pptx`), Excel (`.xlsx`), Markdown (`.md`) and text (`.txt`)
File size	Up to 50 MB each
Files per upload	Up to 20 at once. If you add more, StratEngine uploads the first 20 and asks you to add the rest in another batch.
Daily uploads	Your workspace has a daily upload limit. If you reach it, you’ll see Daily upload limit reached. Try again tomorrow.
Total documents	Set by your plan. The counter under the list shows usage, for example 12 of 500 documents.

Uploaded files and files from a synced cloud folder count toward the same total. If you upload a file that’s already there, StratEngine skips it and tells you, for example 1 file was already uploaded.

Document statuses

Status	Meaning
Uploading…	The file is being sent to StratEngine.
Indexing…	StratEngine is reading the file so analyses can search it.
Ready	Analyses can use the file.
A red message, such as We couldn’t read this file.	Indexing failed. Click Retry if it’s offered, or upload a different version of the file.

Remove a document

Click the × at the end of the document’s row. The document and everything StratEngine indexed from it are removed, and later analyses no longer use it. Memos already generated aren’t changed. You can remove documents you uploaded; workspace admins can remove any uploaded document. A file can’t be removed while it’s indexing.