{"id":7411,"date":"2023-12-15T06:06:40","date_gmt":"2023-12-15T06:06:40","guid":{"rendered":"https:\/\/www.privyr.com\/blog\/?p=7411"},"modified":"2025-04-15T04:48:51","modified_gmt":"2025-04-15T04:48:51","slug":"how-to-track-startup-investor-decks","status":"publish","type":"post","link":"https:\/\/www.privyr.com\/blog\/how-to-track-startup-investor-decks\/","title":{"rendered":"How successful startup founders send and track investor decks"},"content":{"rendered":"\n<p class=\"has-background\" style=\"background-color:#ecfcfe\">Too many startup founders focus on <strong><span style=\"text-decoration: underline;\">what<\/span> goes into their pitch deck \u2013 and not <span style=\"text-decoration: underline;\">how<\/span> to track startup investor decks<\/strong> after they&#8217;ve sent them.<br><br>But hiccups in sending that document can <strong>seriously damage your chances of fundraising<\/strong>. This article will take you through <strong>common issues startups face<\/strong> when sending their files. Then, it will show how you can not only fix them but also <strong>track investors&#8217; interest in your idea<\/strong>.<\/p>\n\n\n\n<p>If you\u2019re a startup founder, you know that your pitch deck can either be your secret weapon \u2013 or your biggest barrier \u2013 to a successful fundraise.<\/p>\n\n\n\n<p>A good pitch deck makes a quick, compelling, and standout case for why investors with limited time <strong>should give you capital to take your vision from idea to reality<\/strong>. Every piece of content in that deck counts. That means amateur errors like file formatting issues can <strong>damage all the hard work you\u2019ve done before you\u2019ve had the chance to make your case<\/strong>.<\/p>\n\n\n\n<p>So when you send that document to a potential investor, you want that process to go smoothly. But reality is hardly ever perfect! You\u2019ll likely need to <a href=\"https:\/\/www.storydoc.com\/pitch-deck-creator\" target=\"_blank\" rel=\"noreferrer noopener\">update your pitch deck<\/a> on-the-go.<\/p>\n\n\n\n<p>But when you\u2019re courting multiple sources of funding, a simple update can quickly grow into a version control nightmare.<\/p>\n\n\n\n<center><iframe loading=\"lazy\" src=\"https:\/\/giphy.com\/embed\/BfiL8ZJWqfw7C\" width=\"480\" height=\"267\" frameborder=\"0\" class=\"giphy-embed\" allowfullscreen=\"\"><\/iframe><p><a href=\"https:\/\/giphy.com\/gifs\/fire-pandawhale-troy-BfiL8ZJWqfw7C\">You don&#8217;t have to be this guy. (via GIPHY)<\/a><\/p><\/center>\n\n\n\n<p>Which investor has which copy of your pitch deck? Are they referring to the <em>right<\/em> copy? How do you update the typo on slide 5 <strong>without sending everything again and bringing even more attention to the error<\/strong>?<\/p>\n\n\n\n<p>Don\u2019t worry! It\u2019s easy enough to prevent these issues. In this article, we\u2019ll go over some common ways sending your pitch deck can go wrong \u2013 and how to fix them. We&#8217;ll also cover how to track startup investor decks like a pro.<\/p>\n\n\n\n<h2><strong>Common mistakes startup founders make when sending their pitch deck to investors<\/strong><\/h2>\n\n\n\n<p>You\u2019ve gone over and over your startup\u2019s pitch before you send it out to venture capital firms and other investors. You can probably recite your deck in your sleep! But there\u2019s plenty that can happen between hitting \u201csend\u201d and the investor reading your document.<\/p>\n\n\n\n<p>We\u2019ve listed the top three issues here:<\/p>\n\n\n\n<h3>1.<strong> There are multiple versions of your pitch deck<\/strong> \u274c<\/h3>\n\n\n\n<p>Your pitch deck is a living document, so you\u2019re likely no stranger to editing it on the fly. Your numbers and traction will likely need regular updates. For example, if you notice in meetings that you repeatedly get the same question about your product, you\u2019ll probably want to address it upfront by putting the answer in your deck.<\/p>\n\n\n\n<p>Or, maybe you\u2019ve pulled a late night reworking your messaging. Then, you look at it in the morning and find it riddled with typos.<\/p>\n\n\n\n<center><iframe loading=\"lazy\" src=\"https:\/\/giphy.com\/embed\/K7ltkCX6LqwS8dbMcc\" width=\"480\" height=\"480\" frameborder=\"0\" class=\"giphy-embed\" allowfullscreen=\"\"><\/iframe><p><a href=\"https:\/\/giphy.com\/gifs\/straystv-season-2-episode-7-strays-K7ltkCX6LqwS8dbMcc\">(via GIPHY)<\/a><\/p><\/center>\n\n\n\n<p>You\u2019ll need to be able to fix all of these things. But if you\u2019re sending your pitch deck to investors via email as a PDF file, that means you\u2019ll need to reply to that email trail with an edited version <strong>every time you change something<\/strong>.<\/p>\n\n\n\n<p>It\u2019s embarrassing to have to follow up your last email with a <em>\u201cHi [Name], please ignore the previous deck and refer to this version instead \u2013 apologies!\u201d<\/em>. It&#8217;s downright unprofessional if you\u2019re updating that deck and losing track of who has which version.<\/p>\n\n\n\n<h3><strong>2. You can\u2019t track views or control access to your pitch deck after you\u2019ve sent it<\/strong> \u274c<\/h3>\n\n\n\n<p>Many startup founders send their pitch deck without any way of tracking views or controlling access to it after they hit &#8220;send&#8221;.&nbsp;<\/p>\n\n\n\n<p>The whole point of sending the deck is so investors can view it to build their interest and conviction in your startup. But if you don\u2019t even know who has viewed it, <strong>you\u2019re going through the fundraising process blind<\/strong>.<\/p>\n\n\n\n<p>Additionally, you may not want a specific investor looking at your proposal after a certain point. Maybe they&#8217;re investing in your competitor. But now, you have no way of blocking their access to your deck.<\/p>\n\n\n\n<h3>3. <strong>You can\u2019t control what happens if someone downloads your pitch deck<\/strong> \u274c<\/h3>\n\n\n\n<p>Maybe you\u2019ve been able to control the versions of your pitch deck by storing your document with a file hosting service like Google Drive or Dropbox. This is great, because you can send your pitch deck using a single link instead of multiple hard-to-track email streams.<\/p>\n\n\n\n<p>What happens if your recipient downloads your file from one of those services, but you\u2019ve made changes to it afterwards? <strong>You have <span style=\"text-decoration: underline;\">no idea<\/span> who exactly has your file now \u2013 or if they\u2019ve downloaded the right version<\/strong>.<\/p>\n\n\n\n<h2><strong>How to send and track startup investor decks the RIGHT way<\/strong> \u2705<\/h2>\n\n\n\n<p>You\u2019ve agonised enough over <strong>what<\/strong> goes into your pitch \u2013 you shouldn\u2019t have to stress over <strong>the way you send it<\/strong>.&nbsp;<\/p>\n\n\n\n<p>A great way to save yourself from grief is by <strong>using a file hosting and managing service <\/strong>to store your investor deck. When you have a system dedicated to managing your files, it\u2019s easy to update and <strong>share it via a link \u2013 instead of as an email attachment<\/strong>.<\/p>\n\n\n\n<p>That way, when it\u2019s time to update your content, you can just <strong>update the deck without having to resend the entire document<\/strong>.<\/p>\n\n\n\n<p>This helps you maintain control over your document \u2013 and keeps your winning ideas secure. Consulting with a <a href=\"https:\/\/waveup.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">venture capital advisory<\/a> firm can help fine-tune your fundraising strategy and ensure your deck is delivered in a way that maximises investor interest.<\/p>\n\n\n\n<h3><strong>Choosing the right File Hosting Service<\/strong><\/h3>\n\n\n\n<p>Several options for file sharing and tracking platforms exist, including those that host your documents for little to no cost. Which one should you pick?<\/p>\n\n\n\n<center><iframe loading=\"lazy\" src=\"https:\/\/giphy.com\/embed\/ouE6OPO1MADM4\" width=\"480\" height=\"360\" frameborder=\"0\" class=\"giphy-embed\" allowfullscreen=\"\"><\/iframe><p><a href=\"https:\/\/giphy.com\/gifs\/ouE6OPO1MADM4\">(via GIPHY)<\/a><\/p><\/center>\n\n\n\n<p>Here, it may be helpful to lay out all of the services you are considering, as well as their features. Apps like <a href=\"https:\/\/www.privyr.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Privyr<\/a> offer standard file management benefits <strong>with<\/strong> additional functionality, like a CRM and automatic follow-up reminders. An app like this may end up as the best choice for you long-term.<\/p>\n\n\n\n<p>These features may not just help you send and control your file but also <strong>track investor views on the pitch deck<\/strong>. These insights can help you know <strong>who is interested \u2013 <span style=\"text-decoration: underline;\">and maybe even likely to fund your startup<\/span><\/strong> \u2013 before you\u2019ve heard any word back.<\/p>\n\n\n\n<p>Plus, Privyr works directly with WhatsApp, SMS, iMessage, email, and other popular chat apps. This way, you can send an auto-personalised deck via your preferred channel right from your phone.&nbsp;<\/p>\n\n\n\n<h2><strong>How to track startup investor decks using Privyr\u2019s File Sharing and Tracking Feature<\/strong> \ud83d\udca1<\/h2>\n\n\n\n<p>Privyr offers startup founders a fast and easy way to share their investor decks that:<\/p>\n\n\n\n<ul>\n<li><strong>Automatically personalises<\/strong> the document for each investor<\/li>\n\n\n\n<li>Protects their ability to edit it as needed, <strong>even after sending<\/strong><\/li>\n\n\n\n<li>Ensures that their recipients are <strong>always looking at the right version<\/strong> of the pitch deck<\/li>\n\n\n\n<li>Lets them know<strong> in real-time<\/strong> when an investor is viewing the document they sent<\/li>\n<\/ul>\n\n\n\n<p>Using Privyr to do this is super simple. Just upload your pitch deck on the Files tab of the Privyr app. From there, you can send your File to your contacts via a link that you can personalise with your startup\u2019s branding (for free!).&nbsp; A few taps from the Privyr app gets that File to potential investors via WhatsApp, text message, or email.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"1018\" src=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2023\/12\/Pitch-Deck-Demo-02-1024x1018.jpg\" alt=\"How to send and track startup investor decks over WhatsApp and text using Privyr\" class=\"wp-image-7432\" srcset=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2023\/12\/Pitch-Deck-Demo-02-1024x1018.jpg 1024w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2023\/12\/Pitch-Deck-Demo-02-150x150@2x.jpg 300w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2023\/12\/Pitch-Deck-Demo-02-150x150.jpg 150w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2023\/12\/Pitch-Deck-Demo-02.jpg 1201w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2023\/12\/Pitch-Deck-Demo-02-300x298@2x.jpg 600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">Send your pitch deck in just a few taps. Privyr will auto-personalise the message with your investor&#8217;s name. You can also customise the link to the deck with your company name, for added branding and professionalism.<\/figcaption><\/figure>\n\n\n\n<div class=\"is-layout-constrained wp-block-group\"><div class=\"wp-block-group__inner-container\">\n<p>All Files sent through Privyr are trackable, which means that when an investor opens your pitch deck, you\u2019ll get a real-time alert via the app and email.<\/p>\n<\/div><\/div>\n\n\n\n<p>You\u2019ll see your investor\u2019s entry in your Privyr app, with a history of your interactions, including their viewing history. Privyr makes it easy to <strong>see when the investor last viewed your pitch deck, how many times they viewed it, and how long they spent viewing it.<\/strong><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"1018\" src=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2023\/12\/Real-Time-Alert-1024x1018.jpg\" alt=\"How to track startup investor decks using Privyr\" class=\"wp-image-7422\" srcset=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2023\/12\/Real-Time-Alert-1024x1018.jpg 1024w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2023\/12\/Real-Time-Alert-150x150@2x.jpg 300w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2023\/12\/Real-Time-Alert-150x150.jpg 150w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2023\/12\/Real-Time-Alert-1536x1527.jpg 1536w, https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2023\/12\/Real-Time-Alert-300x298@2x.jpg 600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">Once you&#8217;ve used Privyr to send your pitch deck to your investors, you can receive insights on how they&#8217;re viewing it. Their view history can help you understand how interested they are in your idea.<\/figcaption><\/figure><\/div>\n\n\n<p>This way, you not only maintain control over your pitch deck but also have some insight on how interested each investor is. If they\u2019re opening your pitch deck multiple times or viewing it for a long time, chances are they\u2019re really interested in your company. That&#8217;s great news!<\/p>\n\n\n\n<p><a href=\"https:\/\/www.youtube.com\/embed\/MD_dLLNOht0?si=Oa1TPXGgeMlo8ALZ\" target=\"_blank\" rel=\"noreferrer noopener\">Here\u2019s a video that shows how quickly and easily you can use Privyr to send a File like your pitch deck.<\/a><\/p>\n\n\n\n<center><iframe loading=\"lazy\" width=\"560\" height=\"315\" src=\"https:\/\/www.youtube.com\/embed\/MD_dLLNOht0?si=Oa1TPXGgeMlo8ALZ\" title=\"YouTube video player\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" allowfullscreen=\"\"><\/iframe><\/center>\n\n\n\n<h3><strong>How to update your pitch deck for investors using Privyr \u2013 without needing to send over a new File<\/strong><\/h3>\n\n\n\n<p>Changing your pitch deck is easy \u2013 just edit the file via the Privyr app or website, and upload the latest version. When the investor clicks the link you sent them before, the File will open to the version you uploaded. Then, you can make small edits quickly without having to alert your recipients to the change.<\/p>\n\n\n\n<p>It\u2019s easy to control who has access to the File from the Privyr app \u2013 even if you need to revoke access for someone who has already received a link to the File. Since your recipients can\u2019t download the File from the link you send them, you don\u2019t have to worry about what happens to your pitch deck offline.<\/p>\n\n\n\n<h3>Find out how Privyr works, firsthand<\/h3>\n\n\n\n<p>Now that you know how to use Privyr to make File sharing, managing, and tracking a breeze \u2013 why not give it a try?<\/p>\n\n\n\n<p>Create a free Privyr account <a href=\"https:\/\/www.privyr.com\/signup?ref=tryPrivyr&amp;utm_source=Blog&amp;utm_medium=CTA_Button&amp;utm_campaign=Top_Menu_Signup_Button\" target=\"_blank\" rel=\"noreferrer noopener\">here<\/a> if you haven\u2019t already. It takes under 30 seconds to start sending and tracking your pitch deck and other documents that you send to spread the word about your startup.<\/p>\n\n\n\n<p>You can also use Privyr for sales &amp; partnerships (e.g. customer proposals), recruitment (e.g. candidate engagement), and much more!<\/p>\n\n\n\n<h2>So startup founders can use Privyr to track startup investor decks. <strong>What else can Privyr do for me?<\/strong> \ud83e\udd14<\/h2>\n\n\n\n<p>If you\u2019re a startup founder looking to raise funding, you\u2019re also likely looking to grow your network. Privyr can be a great companion at a networking event. It helps you save time and effort when adding, reaching out to, and following up with new connections.<\/p>\n\n\n\n<p>Here are <a href=\"https:\/\/www.privyr.com\/blog\/3-big-networking-mistakes-that-cost-you-opportunities-how-to-fix\/\" target=\"_blank\" rel=\"noreferrer noopener\">3 networking mistakes that cost you opportunities \u2013 and how to fix them<\/a>. When you spend less time adding and reaching out to new contacts, you can concentrate on the countless other tasks startup founders have to do.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Too many startup founders focus on what goes into their pitch deck \u2013 and not how to track startup investor decks after they&#8217;ve sent them. But hiccups in sending that document can seriously damage your chances of fundraising. This article will take you through common issues startups face when sending their files. Then, it will<\/p>\n","protected":false},"author":8,"featured_media":7421,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[2],"tags":[469,771],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.6.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to track startup investor decks like a successful founder<\/title>\n<meta name=\"description\" content=\"For startups, pitch decks are make-or-break documents. Here&#039;s how to track startup investor decks when you send them to investors.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.privyr.com\/blog\/how-to-track-startup-investor-decks\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to track startup investor decks like a successful founder\" \/>\n<meta property=\"og:description\" content=\"For startups, pitch decks are make-or-break documents. Here&#039;s how to track startup investor decks when you send them to investors.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.privyr.com\/blog\/how-to-track-startup-investor-decks\/\" \/>\n<meta property=\"og:site_name\" content=\"Privyr Blog\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/privyr\" \/>\n<meta property=\"article:published_time\" content=\"2023-12-15T06:06:40+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-04-15T04:48:51+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.privyr.com\/blog\/wp-content\/uploads\/2023\/12\/How-successful-startups-send-their-pitch-deck-to-investors.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1201\" \/>\n\t<meta property=\"og:image:height\" content=\"681\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Shuni Lim\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@privyr_crm\" \/>\n<meta name=\"twitter:site\" content=\"@privyr_crm\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Shuni Lim\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"9 minutes\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"How to track startup investor decks like a successful founder","description":"For startups, pitch decks are make-or-break documents. Here's how to track startup investor decks when you send them to investors.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.privyr.com\/blog\/how-to-track-startup-investor-decks\/","og_locale":"en_US","og_type":"article","og_title":"How to track startup investor decks like a successful founder","og_description":"For startups, pitch decks are make-or-break documents. 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