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SendNow

Securely share financial documents and get real-time analytics. See page-by-page engagement, track views, and know the perfect moment to follow up with clients.

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Stop sending important financial documents into the void. Share pitch decks, proposals, and reports with full visibility into what happens next—so you know exactly when and how to follow up.

Know What Your Audience Is Doing

Track who opened your documents, which pages they focused on, and how long they spent. Turn passive sharing into actionable insights.

Go Beyond Single Files

Create secure, branded microsites to present all your deal materials in one place. Bundle pitch decks, financial models, and term sheets into a single link while maintaining a polished, professional experience.

Key Features

  • Page-by-Page Analytics
    Understand exactly which sections capture attention and which ones don’t.

  • Real-Time Notifications
    Get alerts for opens, views, and downloads so you can follow up at the right moment.

  • Branded Microsites
    Share multiple documents under one link with your own logo and custom domain.

  • Advanced Security Controls

    • Dynamic watermarks
    • Screenshot protection
    • Mandatory NDAs before access
  • Granular Access Management
    Control access with passwords, link expiry, and email verification.

Why It Matters

Instead of guessing whether your documents are being read, you gain clear insight into engagement while keeping sensitive information secure and professionally presented.

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SendNow: Stop sending documents blind. Know who's interested. – Index