PHALANX FOR FOUNDERS

Detect Fundraising Intent from Document Interaction

Beyond emails, how investors interact with your files says a lot. Phalanx SendTurtle helps detect early signs of interest or disinterest by monitoring pitch deck behavior in real time.

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Understand investor signals

Engagement with a pitch deck, one-pager, or model often indicates deal readiness. Use file interaction patterns to prioritize hot leads.

  • Track opens, time spent, and frequency
  • Detect shares to internal teams
  • Analyze view patterns across multiple files
  • Get real-time alerts when opened and viewed

Works for follow-up decks, one-pagers, and financial summaries.

Remove guesswork from investor outreach

Use behavioral data to know which VCs are moving forward and which aren’t. Adjust your strategy with confidence.

  • See engagement across multiple stakeholders
  • Reactivate conversations based on revisits
  • Identify silent drop-offs early
  • Export logs for internal use

Frequently Asked Questions

Can I tell who’s most interested in our round?

Yes, high-engagement viewers rise to the top of your dashboard and will be spotlighted with an Engagement Score.

Does this replace a CRM?

No, but it provides behavioral data your CRM can’t.

Will I get notified on every view?

Yes, you’ll be alerted for all opens and reopens.

What kind of documents does this work with?

Engagement tracking is optimized for PDFs, Word documents, and slides.

Automation meets document intelligence

Get peace of mind in your day-to-day workflow with security and insights top of mind.

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Specifies total amount of data that can be shared per secure links.

Gives you direct access to support through phone or video calls, for immediate assistance.

Offers faster email support, ensuring your queries are prioritized.

Provides assistance and answers your questions via email.

Lets you brand the file send page with your company’s logo and colors, providing a professional and secure way to send files.

Extends protection to more complex or specialized document types, ensuring all your data is secure.

Ensures common types of office documents, like Word and Excel files, are protected and managed securely.

The ability to set when your links will expire.

Allows you to see a record of who’s looked at your link, what time they looked at it, and if they downloaded the file.

Number of File Receives

How many file links you can generate to send files.

Lets you safely preview PDF files without the need to download them, adding an extra layer of security.

Provides a secure way for people outside your company to send you files, ensuring they’re protected during transfer.

Allows you to share files securely through links, ensuring that only people with the link can access them with many ways to restrict access.