Stop Sending PDFs to Investors: Share Your Pitch Deck Link Instead

Sharing your pitch deck with investors is a crucial step in the fundraising process. The way you share your deck can significantly impact investor engagement and your fundraising success. This guide will show you how to professionally share your pitch deck using secure, trackable links.

Quick guide to sharing your pitch deck

1. Upload your pitch deck
2. Configure security settings
3. Create shareable link
4. Track engagement
5. Follow up with investors

Why share your pitch deck as a link?

Sharing your pitch deck as a link instead of an email attachment offers several key advantages that can make or break your fundraising efforts. First, you get a professional, branded viewing experience without worrying about email attachment size limits. Your investors can view your deck on any device with a mobile-friendly interface, and you can update the content while keeping the same link active.

Security is another major benefit when sharing via links. You maintain complete access management and can restrict downloads, add password protection, and set expiration dates for sensitive information. This level of control is impossible with traditional PDF attachments that can be forwarded or shared without your knowledge.

Perhaps most importantly, link sharing provides detailed engagement analytics that give you a competitive edge. You can track who viewed your deck, how long they spent on each slide, and capture investor email addresses automatically. This data helps you identify interested investors and time your follow-ups perfectly.

1. Step 1: Upload your pitch deck

Start by uploading your pitch deck to Papermark:

1. Log into your Papermark account
2. Click "Upload Document"
3. Select your pitch deck PDF
4. Wait for processing to complete

Upload Pitch Deck

2. Step 2: Configure link settings

Configure your link settings to control how investors access your pitch deck. Start with access control to decide who can view your deck, then choose whether to enable or disable PDF downloads. Add password protection for an extra layer of security, especially when sharing with new investors.

Set an expiration date to automatically revoke access after a certain period, which is useful for time-sensitive fundraising rounds. You can also enable email capture to require verification before viewing, helping you build a list of engaged investors and track who's interested in your opportunity.

3. Step 3: Create and share your link

After configuring your settings:

1. Generate your unique sharing link
2. Copy the link to your clipboard
3. Share via email or your preferred platform

4. Step 4: Track engagement

Monitor investor engagement through Papermark's comprehensive analytics dashboard. Track view counts, duration, and slide-by-slide engagement to understand which parts of your deck resonate most with investors. Gather viewer information including contact details, and monitor download and sharing activity to see how your deck spreads through investor networks.

Real-world example: Professional pitch deck sharing

See how Yuno uses trackable pitch deck links to share with investors and monitor engagement across their sales team:

Best practices for sharing your pitch deck

Personalization matters

Create separate links for different investor groups to track engagement more effectively. Customize your access settings based on the fundraising stage and investor relationship. This approach allows you to monitor which investor segments are most engaged and tailor your follow-up strategy accordingly.

Prioritize security

Use password protection when sharing sensitive financial information or proprietary technology details. Set appropriate expiration dates for each link, especially when sharing with investors you don't know well. Regularly monitor access logs to stay informed about who's viewing your deck and when.

Develop a smart follow-up strategy

Use engagement data to prioritize your follow-up efforts and focus on the most engaged investors. Time your outreach based on actual viewing activity rather than arbitrary schedules. If an investor spent significant time on your financial projections or team slides, mention those specific sections in your follow-up to show you're paying attention.

Start Sharing Your Pitch Deck

FAQ

Conclusion

Sharing your pitch deck effectively is crucial for fundraising success. Using a professional platform like Papermark not only ensures your deck is presented professionally but also provides the security and analytics needed to optimize your fundraising process. Start sharing your pitch deck more effectively today with Papermark's secure, trackable links.

Create Shareable Link