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.