Track the IR deck per investor
Issue a tracking link per associate and open times, stay time, and return visits accumulate per person. Knowing which associate lingered on the financial plan changes how you prep the next meeting.
Teams that pitch investors and candidates with documents
A startup's documents mostly travel outward. The IR deck goes to several investors at once, due-diligence files move by the folder, and the recruiting brochure opens on a candidate's phone. The problem: the moment they leave as files, control and records disappear together. Switch to links and you keep a record of who read how far — and when you need to, you close just that one link.
How it's actually used in the field, with the features each moment calls for. What each plan includes is on the pricing page.
Issue a tracking link per associate and open times, stay time, and return visits accumulate per person. Knowing which associate lingered on the financial plan changes how you prep the next meeting.
Hand over the deck, financials, and contracts as one public page. Each link inside keeps its own password, expiration, and download settings, and groups nest up to 5 levels. One room for the round means one address to share.
Send a new deck for every metrics refresh and nobody knows which version anyone is looking at. Upload the new PDF and the existing links show the latest deck — nothing to recall, nothing to re-send.
Candidates mostly open your material on the move. A link opens right in the browser instead of forcing a heavy download, and you see per page whether team culture or benefits is what held them.
Organize the documents, split links per audience, watch the response, and close when it's done.
Organize IR, diligence, and recruiting files into folders. Folder roles (viewer/editor) keep sharing internal to the team.
Issue tracking links per investor and candidate, and add passwords or email allow lists to the sensitive ones.
Check which pages pooled stay time and the return visits, and reinforce the slides the questions will come from.
Disable the links and nobody opens them from that moment. It's reversible, and the reading record stays.
Send a separate link per investor and see which metric they stopped on.
The document you send to candidatesSend a link that opens instantly on mobile and see which pages hold candidates.
The document you hand to someone newIntroduce your company with one always-current link and see which pages draw interest.
Folder invites are internal sharing between space members — outside parties can't be invited. For external sharing, bundle the document links into a data room and hand over one public page.
Shut off one link or every link on the document at once — both are reversible. A PDF someone already downloaded can't be recalled, so it's safest to block downloads from the start.
For documents in the same space, views through per-recipient links your teammates created are tallied together at the document level. Admins manage member invites and roles in the space settings.
The product guides walk through each step with real screens.
Set up per-investor links and a data room first — free.