Send Documents.
Know What Happens Next.
Financial professionals use SendNow to share pitch decks, proposals, and reports with full visibility. See who read it, which pages they focused on, and when to follow up.
No credit card required. GDPR compliant. Global data centers.
Trusted by world's big and small teams
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Why SendNow
Financial documents are too important to send blind
You have no visibility
You send a proposal to a potential investor or client. You have no idea if they opened it, which sections they reviewed, or whether they forwarded it to someone else. You are guessing.
Sensitive files need real protection
Financial documents contain information that cannot be shared carelessly. Email attachments have no access controls. Once you hit send, you lose all control over who sees what.
You are following up at the wrong time
You call too early before they have read it, or too late after the moment has passed. Without visibility into document engagement, every follow-up is a blind guess.
Track every document you send
Share a single link to any document. Get instant alerts when it is opened. See page-by-page engagement, time spent per section, and return visits. Know exactly when to pick up the phone.
- Page-by-page analytics on every share
- Instant notifications when a document is opened
- See time spent on each page and section
- Track return visits from the same viewer
- Identify when multiple people from one firm are reading
- AI engagement score to rank your hottest prospects
Document Analytics
Recent Activity
One link for everything your client needs
Stop attaching files to emails. Create a branded, secure microsite that holds your pitch deck, financial model, term sheet, and case studies. Track every document individually and control who can access what.
- Branded with your firm's logo and domain
- Bundle unlimited documents in one secure link
- Require NDA before accessing sensitive files
- Dynamic watermarks on every page and for every viewer
- Audit log of every view, download, and action
- Granular permissions per file and per viewer
Everything included
One platform. Every document workflow.
From a single pitch deck to a full deal room, SendNow covers everything a finance team needs.
See exactly which pages your clients read, how long they spent, and what matters most. Track individual viewer behavior across every page of every document. Know who opened your pitch deck at 11 PM, which slides they spent time on, and when to follow up.
J. MorganRead 14 pages2m
Sarah K.Pages 8-111hReal-Time Notifications
Instant alerts when someone opens your document.
Return Visit Tracking
Multiple returns signal serious interest.
Visitor Intelligence
See who is viewing, where they are, and what device they use.
Bundle your pitch deck, financial model, and term sheet in one branded, secure link. Track every file.
Require a signed non-disclosure agreement before the first page loads. Protect sensitive deals from day one. Customize the agreement text, track who signed and when, and revoke access instantly if terms are violated. Every signature is timestamped and stored for compliance.
Screenshot Protection
Block screenshots on confidential documents.
Dynamic Watermarks
Viewer-specific on every page.
Custom Domain
Your brand on every link and touchpoint.
Passwords, expiry dates, email verification, and allow/block lists on every document link you share.
Remove all SendNow branding. Add your firm's logo and colors across the entire experience. Custom fonts, branded email notifications, and a fully personalized viewer experience that looks and feels like your own platform.
Team Management
Invite members and manage permissions.
Alex M.Admin
Rachel K.Editor
David P.Viewer
Slack and Webhooks
Real-time alerts in Slack. CRM via webhooks. Get instant notifications the moment a prospect opens your document, reads a key page, or downloads a file.
J. Morgan opened Series A Deck and read all 14 pages (6m 42s)
Sarah K. downloaded Financial Model (Excel) after reading pages 4-8 (3m 15s)
Add an AI assistant to any document. Clients get instant answers about your materials without sending another email.
Built for financial compliance
Every document you share on SendNow is protected by the same infrastructure standards used by major financial institutions.
GDPR Compliant
Your client data is handled according to the strictest European privacy standards. We never sell or share your data with third parties.
AES-256 Encryption
Every document is encrypted in transit and at rest using military-grade AES-256 encryption, the same standard used by financial institutions.
AWS Infrastructure
Built on Amazon Web Services, the same infrastructure used by major banks, investment firms, and Fortune 500 companies worldwide.
Global Data Centers
Your documents are served from data centers across the globe, ensuring low-latency access for viewers anywhere and enterprise-grade uptime for your most important files.
Permanent Deletion
When you delete a file, it is removed from all our servers immediately. There are no backup copies stored anywhere on our infrastructure.
No Tracking Cookies
Marketing cookies are off by default. We collect only what is necessary to run the product and nothing more.
Enterprise-grade security with global data centers and AES-256 encryption on all plans.
Pricing
Simple, transparent pricing
Choose the plan that's right for you
Free
Get started with basic document sharing and analytics.
- 1 team member
- 10 documents
- 5 shareable links
- Basic view analytics
- SendNow branding
- Email notifications
Pro
For individuals and small finance teams sharing documents.
- 1 team member included
- 300 documents
- Unlimited shareable links
- Page-by-page analytics
- AI Chatbot and Insights
- Lead capture forms
- Custom branding
- Folder organization
- Video sharing and analytics
Business
For growing teams that need advanced controls and compliance.
- 3 team members included
- 1,000 documents
- Custom domain for documents
- Screenshot protection
- Require email verification
- Allow and block list
- Custom social media cards
- Webhooks and integrations
- 2-year analytics retention
Need a custom plan for a large team or specific compliance requirements?
Talk to our team about SendNow EnterpriseTestimonials
Hear from teams who closed deals faster
Common questions from finance teams
Stop sending documents blind.
Every document you share from now on comes with full visibility. Know who read it, what they focused on, and exactly when to follow up.
No credit card required. GDPR compliant. Cancel any time.