How to Bundle Your Pitch Deck, Financial Model and Term Sheet Into One Secure Link

#TLDR Sending your pitch deck, financial model, and term sheet as separate email attachments creates version confusion, delivery failures, and zero visibility into what investors actually read. A document bundle gives you one professional link, per-file analytics, and the ability to gate sensitive files behind an NDA.

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Table of Contents

1. Why Multiple Email Attachments Fail
2. What a Document Bundle Is
3. How to Set Up a Deal Package
4. Per-Document Analytics Inside a Bundle
5. NDA Gating for Sensitive Files
6. Who Uses Document Bundles
7. FAQs

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One Link. All Your Deal Documents. — Stop sending multiple attachments, bundle everything in one place

Why Multiple Email Attachments Fail {#why-attachments-fail}

The standard approach to sharing deal materials looks like this: you attach a pitch deck to one email, send the financial model in a follow-up, and then scramble to track down who has which version of the term sheet. The investor's lawyer has v3 of the model. The partner has v4. Someone's email client blocked the attachment.

This is not a minor inconvenience. It creates real problems in time-sensitive transactions.

First, version control breaks immediately. Once a file lands in someone's inbox, you have no way to update it. If your projections change after a first meeting, you are sending a new attachment and hoping the recipient archives the old one.

Second, you have no visibility. You do not know whether the investor reviewed the financial model or opened it for three seconds before closing it. You cannot tell whether the term sheet was forwarded to additional parties without your knowledge.

Third, multiple attachments look unprofessional compared to the structured, branded approach that sophisticated counterparties increasingly expect from founders and advisors in deal processes.

What a Document Bundle Is {#what-a-bundle-is}

A document bundle, sometimes called a deal microsite, is a single secure link that presents multiple files in an organised, professional interface. Instead of receiving four attachments, your counterparty clicks one URL and sees a structured page: Overview documents, a Financial section, and a Legal section, each with the relevant files listed clearly.

The link itself carries your access controls. You can require email verification before the page loads, set an expiry date, and block downloading. Each file within the bundle can carry its own additional permissions, so you can gate the term sheet behind an NDA while leaving the pitch deck open for immediate viewing.

How to Set Up a Deal Package {#setup-deal-package}

Setting up a deal package in SendNow takes about five minutes. The workflow follows a straightforward sequence.

1. Upload each document you want to include: pitch deck, financial model, executive summary, term sheet, any supporting exhibits.
2. Organise them into labelled sections. Typical deal packages use three: Overview, Financials, and Legal.
3. Set file-level permissions. Toggle NDA gating on the term sheet. Enable download blocking on the financial model. Leave the pitch deck open.
4. Enable email verification at the bundle level so every visitor proves their identity before they can access anything.
5. Copy the link and share it directly with investors, advisors, or counterparties.

The resulting link is a clean, branded experience that loads on any device without requiring the recipient to log in or install anything.

Build Your Deal Package — Add documents, set permissions, enable NDA — all in one builder

Per-Document Analytics Inside a Bundle {#per-doc-analytics}

One of the most valuable aspects of a document bundle is that analytics operate at the file level, not just the link level. You can see not only who opened your bundle but which specific documents they viewed, how long they spent on each one, and which pages attracted the most attention.

This data is actionable in ways that simple open tracking is not. If an investor spent 12 minutes on your financial model but only 90 seconds on your pitch deck, that signals where their questions will focus in the next conversation. If they never opened the term sheet, the NDA gate may be a friction point worth addressing before your follow-up call.

Knowing what a counterparty actually read transforms your preparation. Instead of presenting a generic overview in the next meeting, you walk in knowing exactly where they focused.

NDA Gating for Sensitive Files {#nda-gating}

Some documents in a deal package should not be accessible until the viewer has agreed to a non-disclosure agreement. The financial model, the cap table, and the draft term sheet are typically in this category.

NDA gating allows you to require acceptance of a custom NDA before a specific file opens within the bundle. The pitch deck and executive summary can remain freely accessible. The moment a viewer clicks on the financial model, they see your NDA. Once they accept, the document opens and their acceptance is timestamped and recorded.

This means you do not need a separate legal process to gate access to sensitive materials. The NDA becomes part of the document access workflow, and the signed record is created automatically.

Professional Investor Experience — One link. Everything organized. Every interaction tracked.

Who Uses Document Bundles {#who-uses-bundles}

Document bundles are most common in four contexts.

VC fundraising. Founders share a single deal link with each investor, containing the pitch deck, financial model, and any supporting materials. The link tracks each investor's engagement, making follow-up prioritisation straightforward.

M&A processes. Advisors and corporate development teams use bundles to distribute teasers, information memoranda, and supporting exhibits to buyer groups without the chaos of email threads.

Consulting and advisory proposals. Consultants package the proposal document, case study appendix, team bios, and engagement terms into a single link that presents the full offer in a structured, professional format.

Commercial deals. Sales teams use document bundles to share product documentation, pricing schedules, and draft contracts with procurement teams, tracking engagement to identify when a deal is warming.

In each case, the shared advantage is the same: one professional link, complete visibility, and full control over who accesses what.

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Build your deal package in minutes. Visit sendnow.live to create your first secure document bundle.

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FAQs {#faqs}

Q1: What is a document bundle or microsite? A document bundle is a single secure link that presents multiple files in an organised, branded interface. Viewers access all deal documents from one URL without receiving multiple attachments.

Q2: Can different files in a bundle have different access controls? Yes. Each file within a bundle can carry its own permission settings, including NDA gating, download blocking, and password protection, independently of the other files.

Q3: Can I add an NDA gate to just one file in the bundle? Yes. You can enable NDA gating on individual files. Other files in the same bundle remain accessible without requiring NDA acceptance.

Q4: Can investors see analytics on all files in the bundle? Investors see the documents you have shared. You, as the sender, see per-file analytics including which files each viewer opened, time spent, and pages reviewed.

Q5: Does a bundle work on mobile for investors? Yes. Document bundles are fully responsive and load cleanly on any device without requiring downloads or app installation.

Q6: How many files can I include in a bundle? SendNow supports multiple files per bundle, sufficient for full deal packages. Check the current plan limits on the pricing page at sendnow.live.

Q7: Can I update files in a bundle after sharing the link? Yes. You can replace or update individual files within a bundle after the link has been shared. The link URL remains unchanged, so recipients automatically access the latest version.

Q8: Is a document bundle better than a data room for fundraising? For seed and Series A fundraising, a document bundle is typically faster to set up and more appropriate in scope than a full data room. Data rooms are better suited to due diligence phases with multiple parties and a larger document set.

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