Pitchwise
Pitchwise is a modern document sharing and data room platform built for founders, operators, and teams managing high-stakes external documents.
Whether you are raising capital, sharing board updates, distributing reports, or sending proposals, Pitchwise replaces scattered attachments and uncontrolled links with structured, trackable sharing.
Instead of guessing whether documents were reviewed, Pitchwise provides real-time engagement insights showing who opened your files, how long they spent reviewing them, and which sections received the most attention.
Teams can create secure data rooms to organize financials, legal documents, and sensitive materials for due diligence, while maintaining full control over access, permissions, and document visibility.
Pitchwise helps teams move from reactive document sharing to a structured workflow where clarity, visibility, and control are built into every interaction.
Learn more
DocBeacon
DocBeacon is a secure document sharing and analytics platform that shows what readers actually read. Rather than stopping at page-level metrics, DocBeacon’s in-page heatmaps map attention at the section level—spot the moments that keep attention and the exact points where readers drop off.
Using personalized links, you can track views, total/average reading time, scroll depth, completion rate, and contact-level engagement. Controls like access codes, link expiration, and download restrictions safeguard sensitive content without adding friction.
A real-time dashboard and per-document reports surface high-intent readers and high-impact sections, helping sales teams, founders, and content marketers prioritize outreach and improve decks, proposals, and collateral. DocBeacon brings document sharing, document tracking, and document analytics into one lightweight workflow.
Learn more
DocSales
DocSales is an award winning B2B SaaS platform that allows you to generate proposals and contracts through your CRM of choice with zero clicks (and zero effort).
Our built in eSigning platform helps sales reps close deals faster by processing payments when a customer eSigns the document.
Create quotes, proposals and contracts with ZERO CLICK. Just drag the opportunity card from your CRM to the Sales Documents. That's it!
It works with major CRMs (SalesForce, Close.com, Hubspot, Pipedrive).
DocSales:
(1) Uses Google Docs as Document Template + Data from CRM opportunity.
(2) Prepare the document and send it to your customer to eSign it (DocSales eSign or Docusign)
(3) Charge your customer when they sign the document.
Learn more
SendNow
SendNow is a secure document sharing and analytics platform built for financial professionals, sales teams, advisors, investors, and businesses. Share pitch decks, proposals, reports, financial documents, and other sensitive files through secure, trackable links. SendNow provides page-by-page engagement analytics, real-time open notifications, access controls, password protection, email verification, link expiration, download controls, NDA gating, screenshot protection, dynamic watermarking, audit trails, branded document experiences, custom domains, and secure client and deal rooms. SendNow helps teams understand who viewed their documents, which pages they read, how long they spent on each page, and when they returned. The platform is designed for secure client communication, fundraising, investor relations, sales engagement, due diligence, and financial workflows.
Learn more
