PHALANX FOR FOUNDERS

Prioritize Follow-Ups Based on Investor File Behavior

Investor attention is limited, but your follow-ups shouldn’t be. Phalanx SendTurtle shows which investors are engaging with your docs so you can follow up more strategically.

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Follow up with precision

Monitor engagement across decks, models, and term sheets. Use real behavior to identify warm leads and skip cold trails.

  • Access logs by investor
  • Real-time reopen alerts
  • Activity scoring based on file views
  • Export view history for internal tracking

Works with pitch decks, term sheets, and updates.

Make your investor pipeline smarter

Replace generic follow-ups with behavior-driven insights. Spend less time chasing and more time closing.

  • Identify top-engaged investors
  • Track file-level engagement trends
  • Replace and refresh the docs without new links
  • See page-by-page views, heatmaps, dropoffs and more!

Frequently Asked Questions

How does this help close faster?

You’ll know which investors are active and can engage accordingly.

Can I filter activity by investor?

Yes, the dashboard provides a view of logs per contact.

Is this better than CRM tracking?

It complements your CRM with real-time document behavior.

Does this work across multiple files?

Yes, SendTurtle logs activity across every shared doc.

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.