For investment firms & investor relations
Know which investors read it, and how far they got
Send pitch books, investor reports and deal documents as verified links. Each reader confirms their email and reads a copy with that email on every page, and you keep control after it is sent.
What the recipient sees
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1They confirm their email
No account and no password. The page shows the document’s title and who shared it.
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2They enter the code
Embershot sends a one-time code to that address, so every reader is a confirmed email, forwarded readers included.
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3They read their own copy
Every page carries their email as a watermark. Printing, downloading and copying text are off.
Real Embershot screens, shown with a sample document. Readers see page images in Embershot’s viewer, never the PDF itself, so there is no file to drag into an AI tool.
What an investment team gets
Who opened it
Every reader confirms their email with a one-time code. A forwarded link adds the new reader to your record, marked as not on the original email.
How far they read
Advanced File Tracking shows the page each reader reached and the time spent on each page. Free on Enterprise, $19.99 per file on Pro.
Whose copy it was
Every page carries the reader’s email, so even a photo of a page shows whose copy it was.
Only the people you chose
Limit a link to the people on your list, set the date it stops opening, and on Projects and Enterprise require your terms or NDA before anything opens.
Take it back
Turn a link off, take one reader’s access away, or replace the file after it was sent. The link stays the same.
AI agents, caught
When an AI agent drives the reader’s browser, the pages hide. Outbound Enterprise adds the log of attempts.
Where it fits
Fundraising decks and pitch books
One link to a list of prospects, and a record of who opened it, which pages they reached and who it was passed to.
Investor reports and letters
Each investor reads a copy with their own email on every page, and the report stops opening on the date you set.
Due-diligence questionnaires and RFP responses
Replace a draft in place when an answer changes. Everyone’s copy is made again from the new version.
Board packs and deal documents
A list of who may open it, your terms before anything opens, and access that ends when the deal does.
Send it the way your team already works
Embershot Outbound
Every PDF your company emails becomes a verified link, with one mail rule and nothing for senders to change.
For your company’s mailGmail and Outlook add-ins
Send a PDF as a verified link from the message you are writing. Included with Pro and Enterprise.
For your inboxEmbershot API
Send verified links from your CRM, deal room or any system that makes documents, and get every open back as data.
For your systemsEmbershot Send
Free. Send a PDF as a verified link and see who opened it and when, even if it gets forwarded. Up to 3 PDFs, no password needed.
Send a PDF freeAdministration for the whole firm
Single sign-on and MFA
Require multi-factor authentication across your company, with SAML single sign-on through Okta set up for Enterprise accounts.
Every account on your domain
Email domain ownership lets admins manage every Embershot account on your domain.
Location and IP address logs
Enterprise records the location and IP address of every view.
Agreements and support
A Master Service Agreement, uptime guarantees, 24/7 phone support and a dedicated account manager.
Talk to us about Enterprise
Enterprise starts at $500 a month, including 5 accounts and 3 active projects.