Solutions · Fundraising
One room for the round.
Send a SecurelyDoc room instead of a living spreadsheet of who has the latest deck.
Key Capabilities & Benefits
Single source of truth
Store your pitch deck, financial model, and legal cap table in one organized, secure location for the entire round.
Per-firm access links
Issue unique tracked links to each investor or firm so you always know who is engaging with your materials.
Page-level engagement analytics
See exactly which slides investors focused on before your partner meeting to tailor your conversation.
Clean round cutoff
Instantly expire or revoke investor access the moment your funding round closes.
Upload the deck, model, and legal pack once. Issue per-firm links when you need them. Page analytics (Starter+) show whether a partner opened the financials. Custom branding (Business+) puts your mark on the viewer gate.
What you get out of the room
- A single source of truth: Keep the deck, model, and diligence items updated in one room
- Controlled investor access: Issue firm-specific links when partners dig into the numbers
- Engagement visibility: See page-by-page viewing metrics prior to follow-up calls
- Clean round cutoff: Expire links across all investor streams when the raise finishes
Gated links, not raw file URLs
Recipients open a gated link you can revoke. Server-side watermarks apply where the plan allows, and activity is hash-chained so you can review who opened what.
Every access request is verified server-side with short-TTL tokens. Raw cloud storage URLs are never exposed to recipients.
Ready when the next pack needs a real gate.