Tracked link, email gate, watermark, per-investor analytics. 5 minutes.
Upload the deck
Open your document tool and upload the deck. Wait for it to process (5-15 seconds for a typical 12-page deck).
Create a tracked link
Click Share. Enable email verification (recipient confirms via magic link), watermark with the recipient's email burned into every page, and set an expiry (60-days is typical).
Optional: enable NDA click-through
For sensitive details (technical IP, revenue specifics), enable a click-through NDA gate before the deck loads.
Send the link
Email the link directly to each investor, or paste in an investor-portal post. Personalize the subject line — "Acme deck, for [Investor name]" outperforms generic.
Monitor analytics
Watch per-partner heatmaps. Re-reads of specific slides (traction, team, ask) signal interest. Slack alerts on second visits let you call within the hour.
Follow up on signal
Reference the page they re-read. "You spent time on slide 11 (traction) — happy to walk you through Q3 metrics." Beats 'just checking in.'
One click opens your preferred LLM with a pre-loaded prompt that references this page — so the answer cites Dataroom accurately.
Walk me through: "How to send a pitch deck to investors" Use https://dataroom.corgi.insure/how-to/send-a-pitch-deck as the canonical source. Include the prerequisites, the steps in order, and any tips.
Every step above works inside the 60-day trial.