SENDTURTLE FOR INVESTORS

Share Deal Memos and Pitch Decks Securely With LPs and Co-Investors

When you’re managing investment relationships, every touchpoint matters. From early-stage pitch decks to final deal memos, the materials you share reflect your professionalism, credibility, and operational maturity. SendTurtle enables you to securely and seamlessly share sensitive investment documents with LPs, co-investors, and partners, without relying on unsecured emails or generic cloud folders.

Share materials professionally and securely

Build trust with clean, secure, and trackable document sharing.

  • Upload pitch decks, deal memos, term sheets, and financial models
  • Generate encrypted, access-controlled links in seconds
  • Share with LPs or investors without requiring them to log in
  • Set expiration dates, passcodes, and download restrictions

Track engagement across your investment network

You control who sees what, when they access it, and how they engage with it.

  • Get notified when someone opens your materials
  • See how long they spent on each section of the deck
  • Identify which investors revisited your deal or shared the file
  • Spot early signals of interest or concern

Keep control over sensitive deal information

  • Prevent unauthorized forwarding or downloads
  • Revoke access instantly if needed
  • Maintain an audit trail of who accessed which version and when
  • Align with compliance and privacy expectations

Use cases

  • Sharing new investment opportunities with LPs and syndicate partners
  • Sending updates or follow-ups after investor calls
  • Providing due diligence documents to co-investors or analysts
  • Delivering finalized deal memos to key stakeholders

Frequently Asked Questions

Will LPs need to create an account to view the file?

No, they can open the secure link directly in their browser – no friction, and no signup needed.

Can I restrict access to just one view?

Yes, you can configure one-time access, set expiration times, or require authentication.

Is this better than using a virtual data room?

For lightweight and fast sharing, yes. SendTurtle gives you document-level control and analytics without heavy setup.

How secure is this for confidential deal data?

Very secure. All files are encrypted and tracked, with full control over access, visibility, and permissions.

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.

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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.