Pitchwise for Investor Reporting

Investor updates that
‍get read and prove it.

Send board packs, monthly or quarterly investor updates, and LP reports via a secure link. See exactly who engaged with the full document, which sections they spent time on, and who's been ignoring your updates entirely.

An engaged existing investor or LP is the best signal for who's joining your next round. Pitchwise helps you track which of your existing investors are engaged and which need to be won back.

No credit card required

Used by founders and fund managers to share board materials, LP reports, and quarterly updates with complete visibility.

Make every update count

Engagement tracking

Know who read the full update and who didn't.

Slide-level analytics show you exactly how each investor engaged with your report. Who read the full financial section? Who jumped straight to KPIs. Who opened it for 8 seconds and closed it? That's information you can act on before a board meeting.

Secure sharing

Control who accesses every update you send.

Share investor materials via a secure link with email verification. Disable downloads on sensitive financials. Every update is controlled from the moment you share it, and you can revoke access at any time.

Investor data room

One room for all your investor materials.

Instead of attachments every quarter, maintain a Pitchwise data room with your current financials, board resolutions, and past updates. Investors access it via a permanent link. You control what's in it, who sees what, and when access expires.

Per-investor visibility

Track each investor's relationship over time.

See engagement trends across every update you've sent. Spot the LPs going quiet before your next raise, and double down on the ones who are leaning in.

Everything included

✓

Read receipts per investor

See who read the full update vs who skimmed it.

✓

Slide-level time tracking

Track which sections each investor spent time on.

✓

Secure link sharing

Email verification and download controls on every link.

✓

Permanent investor room

One link for all ongoing investor materials.

✓

Full audit log

Every view, every action, timestamped.

✓

Folder-level permissions

Give different investors access to different materials.

Frequently Asked Questions

Can I restrict certain documents to certain investors?

Yes. Use a Pitchwise data room with folder-level permissions to give different investors access to different materials; your lead sees everything, and angels see the summary.

Can I tell if an investor forwarded my update?

Yes. If your document is opened from an unexpected email or location, that activity surfaces in your analytics immediately.

Can investors access historical updates?

Yes. Keep past updates in your data room so investors can review the full history of your communications at any time.

Can I update a report after sending it?

Yes. Update the file in Pitchwise and the existing link reflects the new version, no need to resend.

Investor updates that‍get read and prove it.