SendNow is a robust and secure document sharing platform specifically designed for financial professionals to manage and track their critical documents with unparalleled visibility. It empowers users to share pitch decks, proposals, and reports, providing comprehensive insights into viewer engagement.
Key Features:
- Real-time Analytics: Get instant alerts when a document is opened. Track page-by-page engagement, time spent on each section, and every return visit. This allows financial professionals to understand exactly what resonates with their audience and when to follow up.
- Branded Microsites/Deal Rooms: Bundle multiple documents into a secure, branded deal room. These microsites can be hosted on custom domains, enhancing professionalism and trust. They support per-viewer watermarks, NDA gates, and provide full analytics for all bundled content.
- Bank-Grade Security: SendNow ensures documents are encrypted at rest and in transit using AES-256. It is GDPR, CCPA, and PIPEDA compliant, with US-hosted servers. Features include password protection, email verification, screenshot blocking, dynamic watermarks, download blocking, and auto-expiry for links, all on by default without extra configuration.
- Audit Logs: Maintain a comprehensive audit trail of every action, including views, downloads, and NDA signatures, all timestamped and exportable as CSV for compliance and record-keeping.
- NDA Agreements: Easily implement non-disclosure agreements that viewers must sign before accessing sensitive documents. Track who signed and when, with the ability to revoke access instantly.
- Integrations: Connect with essential tools like Slack for real-time alerts and HubSpot or Salesforce via webhooks to streamline workflows and push event data into existing CRM systems.
- Built-in Controls: Offers smart approvals and live signals, allowing teams to set custom rules for access and get notified as deals progress.
Use Cases:
SendNow is ideal for financial professionals in roles such as investment banking, private equity, venture capital, and corporate finance who need to securely share confidential documents like pitch decks, financial models, term sheets, and company information. It helps teams move beyond traditional email attachments, providing the data and control necessary to optimize their deal workflows, from initial outreach to closing.
