SENDTURTLE FOR INVESTORS

Track Engagement Across Investor Updates and Quarterly Reports

Investor updates and quarterly reports are essential for transparency, trust, and ongoing alignment, but once you hit “send,” you’re often left in the dark. SendTurtle changes that. With real-time engagement tracking, you’ll know exactly who opens your updates, which sections they focus on, and whether key stakeholders return for a second look.

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Bring visibility to every investor touchpoint

Know who’s reading your updates and how they’re engaging.

  • Track open rates and time spent on each section of your update
  • Monitor who revisits reports and when
  • Identify which LPs or partners are most actively engaged
  • Follow up based on real-time activity, not guesswork

Improve communication with smarter data

Deliver professional updates that not only inform but also give you insight into how investors are engaging with your narrative and numbers.

  • Use page-by-page heatmaps to understand where readers spend time
  • Spot trends in what information resonates most: financials, strategy, or metrics
  • Compare engagement across different investor segments or report formats
  • Adapt your format and messaging based on real reader behavior

Simplify compliance and recordkeeping

  • Maintain access logs for every report shared
  • Ensure sensitive data is only viewed by intended recipients
  • Set expiration dates and disable forwarding to protect confidential information
  • Keep an auditable trail of communication for internal or external review

Use cases

  • Sending quarterly performance summaries to LPs or board members
  • Sharing capital calls, distributions, or investment highlights
  • Distributing end-of-year wrap-ups and fund updates
  • Following up on investor feedback with full visibility into what they viewed

Frequently Asked Questions

Can I see who read each section of the report?

Yes, you’ll get detailed analytics showing page-by-page engagement and total view time.

Will investors know they’re being tracked?

They won’t be interrupted by any popups or logins, but you can optionally disclose tracking as part of your transparency practices. Any user that uses the Phalanx platform is part of the company’s Terms and Conditions and Privacy Policy.

Is this suitable for formal investor communication?

Absolutely, SendTurtle was designed for professional-grade reporting, with full encryption and custom branding.

Can I export this data for internal review?

Yes, engagement metrics and access logs can be exported for performance reviews or compliance records.

WHY CHOOSE SENDTURTLE?

How it works

Send and manage files effortlessly with our intuitive dashboard. With built-in encryption and automated security, Phalanx SendTurtle lets you make data-driven decisions with every document you share. Our AI-powered engagement engine that gives you:

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Document views & tracking

Track what you’ve send, who receives them, and when they’ve been opened.

Heatmaps of reader activity

Get page-view heatmaps and see where dropoffs occur.

Time-on-page metrics

Gauge interest and retention to see how much time recipients are staying on a page.

Drop-off detection

Understand where recipients lost interest to help you improve your documents and proposals.

AI-POWERED INSIGHTS

AI suggestions and insights

Instantly spot your most engaged contacts with an engagement score plus access AI insight summaries to uncover what to do next.

DEEPIQ ANALYTICS

Make data-driven business decisions

Use SendTurtle DeepIQ to more deeply understand your files sent. Get document heatmaps, view times, and individual page data.

SEE WHO LOOKS AT YOUR FILES

Know where your data is and who’s viewing it

Easily track who's looking at your files and when. Stay compliant while keeping peace of mind that your data is secure.

TRANSFER FILES SECURELY

Protect every file transfer with our secure platform​

Whether you’re sharing files with clients, partners, or internal teams, Phalanx SendTurtle ensures every transfer is protected. Send and receive files with confidence, knowing that your data is encrypted and secure from the moment it leaves your hands.

PRO FEATURES

Upgrade your file management

SendTurtle Pro gives you more flexibility in your file security and management. Get access to customized solutions and limitless sending capabilities.

Add your branding

Add your logo and branded colors to your SendTurtle profile. This is important for businesses looking to have a more white-labeled solution.

Send unlimited links

SendTurtle Free users can send 5 and receive files per month. Small businesses looking to scale up their document management get access to unlimited sends and receives starting at $15/month.

Upload any file type

Add basic file types, like Word Documents, PDFs, PNGs, and JPEGs for free. Upgrade to send any file type, like MOV, ZIP, etc.

Get more customization

Our priority is secure file management, so all users get access to enhanced customizations. Pro users can additionally extend link expiration up to 30 days and add custom legal terms to file sends.

Automation meets document intelligence

Get peace of mind in your day-to-day workflow with security and insights top of mind.

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Specifies total amount of data that can be shared per secure links.

Gives you direct access to support through phone or video calls, for immediate assistance.

Offers faster email support, ensuring your queries are prioritized.

Provides assistance and answers your questions via email.

Lets you brand the file send page with your company’s logo and colors, providing a professional and secure way to send files.

Extends protection to more complex or specialized document types, ensuring all your data is secure.

Ensures common types of office documents, like Word and Excel files, are protected and managed securely.

The ability to set when your links will expire.

Allows you to see a record of who’s looked at your link, what time they looked at it, and if they downloaded the file.

Number of File Receives

How many file links you can generate to send files.

Lets you safely preview PDF files without the need to download them, adding an extra layer of security.

Provides a secure way for people outside your company to send you files, ensuring they’re protected during transfer.

Allows you to share files securely through links, ensuring that only people with the link can access them with many ways to restrict access.