The document you send to investors
An IR deck goes to many places at once. Blast out one file and you can't tell who read what — or where the deck ended up. Issue a link per investor and the reading history accumulates per person — and when you need to, you can shut off just that one link. The associate who lingered on the financial plan? That's where your next meeting prep starts.
What we'd recommend for an IR deck. Set these on the link, then adjust per investor as needed.
Which associate stopped on which metric — recorded page by page.
Real-time open alert
Daniel Kim at Blue Run Partners opened your IR deck
9m 13s total · returned to Financial plan 4 times
Time is pooling on traction and the financial plan. Prep the next meeting around your assumptions and how the numbers were derived.
Upload, set, send, check. No rebuilding files, and nothing for the reader to install.
Upload the PDF export as-is. No more emails bounced over file size.
Issue tracking links per associate or per firm, and add a password or allowed emails per link where needed.
They read it right in the browser. Keep downloads blocked and the file never leaves.
See the pages they lingered on and the return visits, and reinforce the slides the questions will come from.
The features actually used when sending this document. Each links into the features page, and what each plan includes is on the pricing page.
A separate link per associate keeps open times, stay time, and return visits accumulating per person. Links your teammates create are tallied together at the document level. Per-recipient links are also the only link type you can delete when they're no longer needed.
Limit opening to specific emails or a whole @domain, and put a password on the link. Both settings are saved per link and never inherited by new links — check them each time you create one.
Numbers change; the link doesn't have to. Upload the new PDF and it goes Live — every address you've sent now shows the latest deck. Rolling back to a previous version is instant too.
Shut off one link, or every link on the document at once. It closes immediately regardless of expirations, it's reversible, and the accumulated analytics are preserved.
Bundle the deck, financials, and contracts into one public page. Each link inside keeps its own password, expiration, and download settings. A room holds up to 500 links, with groups nested up to 5 levels.
Per-page stay time and view counts, alongside average completion, return-visit share, and viewer region and device. Once you can see where the deck loses people, the next round's narrative changes.
How many per-recipient links one document can carry depends on your plan, and the pool is shared with links your teammates create. Each link keeps its own reading history, settings, and stats.
Download blocking and expirations keep files from lingering, and the email allow list and password narrow who can open it. If you suspect a leak, disable the link immediately. A PDF that was already downloaded can't be recalled.
No. Upload the updated PDF and the existing links show the latest deck. Reading data can also be viewed per version.
The product guides walk through each step with real screens.
See per-investor links and per-page stay time — free, before anything else.