Steps 1–5 · From Deck Upload to Follow-Up
Upload Pitch Deck
Drop in your latest fundraising deck or teaser.
Step 1
Set Access Controls
Expiry, watermarking, downloads/view rules, etc.
Step 2
Share Links With Investors
Send unique, trackable links to investors
Step 3
Capture Investor Engagement
Auto-map views & downloads into Deal Flow CRM.
Step 4
Follow Up Based on Intent
Prioritize hot investors by time-on-deck and activity.
Step 5
DeelTrix · Deal Flow CRM
Connect your Pitch Deck to the Deal Flow.
DeelTrix captures every deck and document view in real time, places engaged investors into a Document Engagement column, and lets you move deals forward using your own custom flow.
Shared
2
Pitch Deck · Seed Round
Document Engagement
3
Investor Deck · Series A
Financial Snapshot
Engaged
2
Data Room · Due Diligence
Due Diligence
1
Full Data Room
Fundraising deal flow
Turn every investor click into a managed fundraising pipeline.
DeelTrix tracks investor engagement across decks and data rooms, so you can run focused rounds instead of chasing cold intros.
1
Capture signals
See who leans into your round
Every deck and data room view is logged in real time, so you know which funds are actually paying attention.
2
Prioritize capital
Surface serious investors
High-intent investors move into a dedicated lane, ready for partner meetings, IC prep, and allocation decisions.
3
Run the round
Move investors through your raise
Drag investors from first look to term sheet across stages that match your Seed, Series A, or secondary process.
Compare
DeelTrix vs other platforms.
See how DeelTrix keeps pitch decks and fundraising documents secure while turning every investor click into a trackable signal in your Deal Flow.
Pitch Deck Sharing
| Capability |
Email / Google Drive
|
DeelTrix Secure Sharing
Investor-ready
|
|---|---|---|
| Dynamic watermarking | × No watermark; deck forwarded easily between firms. | ✓ Viewer-specific watermark on every page shows who has the deck. |
| View tracking & engagement | × You never know if it was opened, or who opened it. | ✓ See exactly which pages each investor spent time on, how many views, and if they shared. |
| Access control in real time | × Once sent, you cannot revoke or update access. | ✓ Turn off access instantly, extend expiry, or update the deck without resending. |
| Download prevention | × Recipient can save and share locally without trace. | ✓ Allow view-only or permit downloads; logged either way. |
| Time-bound access | × Deck lives forever in their inbox. | ✓ Set expiry date; access drops off automatically when fundraising round closes. |
| Mapped to Deal Flow CRM | × You manually track which investors have seen your deck. | ✓ Every view automatically moves investor into Document Engagement lane in your pipeline. |
Fundraising Documents (Data Rooms)
| Capability |
Traditional data room
|
DeelTrix Fundraising Rooms
Built for rounds
|
|---|---|---|
| NDA enforcement at entry | × NDA sent via email; no guarantee investor signed before accessing. | ✓ One-click NDA gating; access blocked until investor accepts at the room door. |
| Dynamic watermarking | × Static watermark or none; forwarding is easy to hide. | ✓ Dynamic watermark on sensitive financials and cap tables shows who has the file. |
| Granular document controls | × Folder-level access only; once in, investor can download anything. | ✓ Control each document: view-only for sensitive items, downloads allowed for others. |
| Expiry & diligence windows | × Manual expiry per folder; easy to forget. | ✓ Set room-wide expiry; access drops when you close the fundraising window. |
| Investor engagement tracking | × You see views but not tied to your sales or fundraising process. | ✓ Page views, session depth, and access patterns feed directly into Deal Flow for prioritization. |
| Fit for active fundraising | × Designed for one-time M&A diligence, not ongoing investor rounds. | ✓ Built for Seed, Series A, and beyond; designed to run multiple investor lanes at once. |