SENDTURTLE FOR INVESTORS
Monitor Which Portfolio Company Reports Get Reviewed
Investor and board reports from portfolio companies are critical for transparency, performance tracking, and strategic oversight. But once those reports are shared, it’s often unclear who reads them. SendTurtle solves that visibility gap by showing you exactly who opens each report, how they interact with it, and when they engage.
Gain visibility into reporting engagement
Track engagement across updates to drive accountability and alignment.
- Track when portfolio updates and reports are opened
- See which sections get the most attention or are skipped
- Monitor trends in engagement across different companies or reporting periods
- Receive alerts when reports are revisited or forwarded
Hold portfolio companies accountable
Whether you’re overseeing a few companies or managing a larger portfolio, SendTurtle helps ensure your teams are aligned and your oversight is informed.
- Confirm delivery and review of investor updates
- Identify gaps in reporting consistency or responsiveness
- Align expectations by comparing engagement across stakeholders
- Improve board readiness with analytics on report consumption
Simplify reporting oversight
- Centralize access logs and reporting activity across your portfolio
- Export engagement data to include in fund updates or internal reviews
- Avoid the need for follow-ups by knowing when materials are read
- Maintain a paper trail of who reviewed what and when
Use cases
- Reviewing monthly or quarterly portfolio updates
- Tracking engagement with operating KPIs or performance dashboards
- Monitoring participation in board meeting prep
- Ensuring reports are viewed by lead partners or fund managers
Frequently Asked Questions
Can I track engagement across multiple recipients?
Yes, you can see which team members or board contacts viewed the report and for how long.
Will I know if someone forwarded the report?
Yes, SendTurtle tracks every file open, including secondary viewers if the link is shared.
Is this helpful for performance reporting or compliance audits?
Absolutely. You’ll have a record of distribution and engagement that supports both.
Can I use this across multiple portfolio companies?
Yes, Sendturtle lets you manage and monitor reporting across all your companies in one place.
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 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.
