Wealth Managers

  • Keep your documents private with advanced access control and tracking.
  • Leverage engagement with your research and performance reports to identify clients that might churn.
  • Send large files without clogging inboxes.

Private Equity and Venture Capital

  • Control access to and ensure the security of decks and LP updates with tracking and viewing privileges.
  • Make changes to collateral even after it’s been sent out.
  • Track LP engagement to identify the parts of your pitches that matter to audiences.

Investment Banking

  • Get deep insight into visitor engagement with documents on a page-by-page basis.
  • Access lightweight dealroom functionality right from your inbox.
  • Keep sensitive documents secure by restricting downloading and access permissions at any time--even after they’ve been sent out.

Let us tell you more about how we work for financial services teams.Read case study