SENDTURTLE FOR INVESTORS
Control Access to Sensitive Financial Models and Valuation Docs
Financial models, cap tables, and valuation documents are among the most sensitive assets shared during investment conversations. Whether you’re managing active deals, due diligence, or internal analysis, SendTurtle gives you full control over who can access these documents, how they’re used, and when they expire.
Secure your most sensitive documents
Protect confidential investment materials with advanced sharing controls.
- Upload financial models, Excel sheets, and valuation reports securely
- Add view restrictions and set expiration dates
- Set expiration dates or limit access to specific recipients
- Revoke file access at any time with a single click
Know exactly who accessed what and when
Protect your data, maintain compliance, and reduce risk across every stage of the investment cycle.
- Receive instant alerts when files are opened or revisited
- View detailed activity logs for compliance and audits
- Track engagement down to individual pages or sheets
- Monitor sharing behavior to prevent data leakage
Meet investor and regulatory expectations
- Ensure confidential data is never left unsecured in email or cloud drives
- Share files without needing shared folders or password-protected ZIPs
- Show auditors or stakeholders that proper controls are in place
- Maintain a professional, frictionless sharing experience for recipients
Use cases
- Sharing detailed valuation models with LPs or diligence partners
- Controlling access to waterfall models or forecast assumptions
- Sending financials to board members or limited partners
- Sharing scenario analysis without the risk of uncontrolled downloads
Frequently Asked Questions
Can I prevent someone from downloading the file?
Yes, you can enable view-only mode and disable all downloads or copying.
What if I need to revoke access after sharing?
You can immediately deactivate any link or restrict access from your SendTurtle dashboard.
Is this more secure than cloud storage links?
Phalanx SendTurtle offers file-level encryption, granular controls, and no long-term storage risks.
Can I use this for Excel, PDF, or slide decks?
Yes, SendTurtle supports all standard file types used in financial reporting and analysis.
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:
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 and receive 3 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
Send PDF and Office files for free. Upgrade to share any file type, including images, videos, ZIPs, and more.
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.
