Sharing financial information is a critical part of fundraising. Founders regularly send financial models, cap tables, revenue projections, and runway analyses to potential investors. These documents are highly sensitive and can create a serious risk if shared improperly.
Many founders default to email attachments or generic cloud storage links. While convenient, these methods offer limited control. Once a file is downloaded or forwarded, founders lose visibility into where it goes and who has access.
The best way to share investor financial updates
Investor financials require a more intentional approach. Secure document sharing allows founders to maintain control while still making access easy for investors. Instead of sending files directly, founders can share controlled access links.
Access controls are especially important during early conversations. Password protection ensures that only intended recipients can view documents. Expiration dates limit access if discussions stall or end. Download restrictions prevent files from being saved or redistributed without permission.
Another advantage is visibility. Knowing when an investor has reviewed financials provides valuable context for follow-ups. It also helps founders prioritize conversations with engaged parties.
Secure sharing also signals professionalism. Investors expect founders to handle sensitive data responsibly. A well-organized, secure process builds trust and credibility early in the relationship.
How to protect your startup financials
For founders worldwide, across the startup ecosystem, secure financial sharing is not just about protection. It is about confidence. When founders know their data is controlled, they can focus on storytelling and traction rather than worrying about leaks.
Platforms like SendTurtle offer access controls designed for sharing financial documents securely while keeping the experience simple for investors.
