SENDTURTLE FOR INVESTORS
Send Fundraising Materials With Audit Trails and View Tracking
Raising capital requires precision, professionalism, and trust. When you share fundraising materials, whether it’s a deck, data room, or term sheet, you need to ensure the right people see the right files at the right time. SendTurtle lets you securely share investor materials while tracking engagement and maintaining a full audit trail for every interaction.
Share with confidence and control
Know who’s viewing your content, how long they engage, and when to follow up, all while keeping your fundraising data secure and compliant.
- Upload decks, memos, and supporting documents securely
- Set permissions to control access, downloads, or expiration
- Share via encrypted links, no login required for recipients
- Easily revoke or update access at any time
Track engagement in real time
Share pitch decks, term sheets, and data rooms with total transparency.
- See when potential investors open your materials
- Monitor time spent on key slides or pages
- Get alerts when someone revisits the content
- Identify your most engaged prospects based on behavior
Keep a clear audit trail for compliance and follow-up
- Log every view, download, and share action
- Export reports to track investor interest over time
- Demonstrate responsible data handling to legal or compliance teams
- Maintain institutional memory across partners and internal teams
Use cases
- Sharing pitch decks and data rooms with venture firms or LPs
- Distributing term sheets and financial models to potential investors
- Tracking interest across multiple fundraising conversations
- Providing due diligence documents with full access control
Frequently Asked Questions
Can I see which investors are most engaged?
Yes, you’ll get viewer-level insights, including view time, return visits, and specific slide interactions.
Is this compliant with fundraising privacy standards?
Yes, SendTurtle is built to handle sensitive information securely, with full audit logs and encryption.
Can I share multiple materials in one link?
Absolutely. Bundle decks, term sheets, and documents into a single tracked share.
Will I know if someone shares the link with others?
Yes, you can track all views, even from forwarded links, and restrict access if needed.
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.
