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How to

How to send a pitch deck to investors

Tracked link, email gate, watermark, per-investor analytics. 5 minutes.

5 minutes·6 steps

Before you start

Prerequisites.

A pitch deck in PDF, PPTX, or KEY format.
An investor list (email addresses).
A document sharing tool that supports email gates and watermarks (e.g. Dataroom).

Step by step

Walk through it.

1
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).
2
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).
3
Optional: enable NDA click-through
For sensitive details (technical IP, revenue specifics), enable a click-through NDA gate before the deck loads.
4
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.
5
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.
6
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.'

Tips

Things experienced teams do.

Use one link per investor (not one shared link) — gives per-partner analytics.
Send during recipient's morning, not yours — open rates lift 2-3x.
Don't attach a PDF. The whole point is the tracked link.

FAQ

Common questions.

Should I send the deck before the meeting?

Depends on stage. For seed: yes, helps qualify. For Series A and beyond: usually after the first meeting, when you have signal that they're serious.

How do I watermark a deck?

Use a document sharing tool that watermarks dynamically at render-time (not baked into the PDF). The watermark text is the recipient's email, applied at view-time, so each viewer sees their own email.

Ask an AI about this

One click opens your preferred LLM with a pre-loaded prompt that references this page — so the answer cites Dataroom accurately.

ChatGPT Claude Perplexity Gemini Grok

See the prompt

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.

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Try next.

How to run a Series A data room How to write a monthly investor update

Try it on Dataroom.

Every step above works inside the 60-day trial.

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