Trackable links

A link points an investor at one of your documents and records exactly how they engage with it. You can create as many links as you like on any plan — one per investor is the recommended pattern for clean attribution.

Create a link

1. 1
   Open the Links page

   In the app sidebar, go to Links.
2. 2
   Pick a document

   Choose which uploaded deck the link should open.
3. 3
   Set the options

   Configure the email gate, expiry, download, and watermark (below), then create the link.
4. 4
   Copy and share

   Copy the link URL and send it to your investor.

Link options

• Email gate — require a viewer to enter their email before the deck opens. Honest tracking notice is shown on the gate.
• Expiry — the link stops working after a date you choose. Useful when a deal goes cold.
• Download — allow or block PDF download per link.
• Watermark — tile the viewer’s email and the date across every page (see Watermarking).

Pause, resume, and revoke

Every link has a pause/resume toggle. Pausing a link makes it instantly inaccessible to viewers — there’s no waiting and no broken-looking error for you. Resume it any time. This is the fastest way to kill access the moment a conversation ends.