Docs/Sharing decks

Per-investor attribution

Tie a deck open to a specific investor so analytics and your CRM stay clean.

Attribution is what makes deck analytics actionable: instead of “someone opened the deck,” you know it was a specific investor, on a specific slide, for a specific length of time. There are two ways to get it.

The simplest and most reliable approach: create a separate trackable link for each investor. Every session on that link is unambiguously theirs, and the link can be paused independently when that conversation ends.

Option 2 — the email gate

Turn on the email gate for a link and the viewer enters their email before the deck opens. Each session is then tagged with that email, so even a shared link can attribute opens to the people who entered an address.

Note
When an investor who is already in your pipeline opens a link, Raiz’d automatically advances them from contacted to viewed — no manual update needed.

A note on privacy

Raiz’d does not collect viewer IP addresses. Attribution comes from the link itself or the email a viewer chooses to enter — never from network-level fingerprinting. The viewer always sees a notice that activity is shared with the sender.

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