Stay in control of your documents

Share your investor presentation, financials, and executive summary with investors and track engagement.


Document Tracking

Track opens and engagement across all of your documents, gauge investors interest and stay in control of your documents.

See who is interested with data analytics like click rate and read receipts on your emails and documents.

Access to your documents such as your deck or your financials. It can be protected by email or password and can be disabled at any time.

All-In-One document sharing

You can insert your documents into your profile and share them with investors. Our platform will generate a unique link to your documents for each investor automatically.

You can then track investor's engagement in your campaigns and gauge investors' interest straight from your CRM.

You don't have to do anyting, just insert your documents and we will take care of the rest, it's all automated!

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