Why Secure Investor Communications Matter
During fundraising and investor relations, companies must protect sensitive financial data and confidential updates. MaiPDF enables you to control exactly who views your investor documents and track every interaction in real-time.
When sharing quarterly reports, financial projections, or fundraising materials with potential investors, maintaining confidentiality is crucial. Learn more about controlling PDF access and PDF sharing security best practices.
Key Features for Investor Document Security
Limited Access Views
Set specific view limits (e.g., 1-3 views) for each investor. Perfect for ensuring sensitive financial data is reviewed only by authorized parties.
- One-time access for confidential pitches
- Multiple views for ongoing due diligence
- Automatic lockout after limit reached
Dynamic Watermarking
Each investor sees a personalized watermark with their name and timestamp. Prevents leaks and identifies the source if documents are shared.
- Personalized user identification
- Timestamp tracking on every view
- Screenshot deterrence
Time-Based Restrictions
Set automatic expiration dates for fundraising documents. Access automatically revokes after funding rounds close. Learn about limiting PDF open times.
- Auto-expire after specific date
- Access windows for term sheets
- Deadline-based document access
Real-Time Analytics
Track which investors have viewed your materials and for how long. Get insights into investor interest levels. Explore PDF tracking analytics.
- View timestamps and duration
- Engagement metrics per investor
- Instant email notifications
Real-World Use Cases
Fundraising Pitch Decks
Share your pitch deck with potential investors while limiting access to 1-2 views. Each investor receives a watermarked copy with their name, preventing unauthorized distribution.
Quarterly Financial Reports
Distribute quarterly updates to your investor board with time-limited access. Documents automatically expire after the review period ends.
Term Sheets & Due Diligence
Provide confidential term sheets and financial models with controlled access. Track which investors are actively reviewing materials to gauge interest levels.
How to Implement Investor Document Security
- Upload your investor document - Upload financial reports, pitch decks, or term sheets to MaiPDF
- Configure security settings - Set view limits (1-3 for confidential materials), enable watermarks, and set expiration dates
- Add investor emails - Require email verification to ensure only intended recipients can access
- Generate secure links - Create unique tracking links for each investor
- Monitor engagement - Track views, reading time, and investor interest in real-time
Best Practices
- Use 1-2 view limits for highly confidential pitch decks
- Enable dynamic watermarks on all investor communications
- Set expiration dates to match your fundraising timeline
- Monitor analytics daily to track investor interest
- Combine multiple security features for maximum protection
- Review user behavior tracking for detailed insights