a cpg investor data room built around how consumer brands get evaluated
share the brand story, financial model, retailer traction, manufacturing information and diligence documents through one controlled investor room.
Consumer-brand diligence goes far beyond the pitch deck
A strong brand may look simple from the outside.
revenue growth
gross margin
channel mix
retailer traction
repeat purchase
customer acquisition
inventory
manufacturing
suppliers
distribution
trademarks and IP
product pipeline
working-capital needs
Organize the room around the questions behind the brand
The exact documents will vary, but the room should make the operating story easy to follow.
Pitch Deck
Brand Overview
Product Portfolio
Product Roadmap
Trademark / IP Summary
Retailer Overview
Distribution Strategy
Channel Mix
Sales Reporting
Key Agreements
Manufacturing Overview
Supplier Information
Inventory Reporting
Fulfillment Overview
Customer Metrics
Marketing Performance
Repeat Purchase / Retention
Growth Strategy
Historical Financials
Financial Model
Gross-Margin Analysis
Working-Capital Plan
Fundraise Use of Funds
Let the investor go deeper without sending another attachment
Start by sending the pitch deck as a tracked link.
When an investor asks for more, give them a branded room with the next level of information.
Instead of sending:
“Here is the model.” “Here is the retailer list.” “Sorry, this is the latest margin file.” “Attaching the manufacturing document again.”
Keep the approved diligence package in one place.
Series A Pitch Deck
LIVEstop sending blind attachments.
start sharing with full page-by-page analytics, security parameters, and notifications.
Track which part of the consumer story matters to each investor
SendNow analytics can help your team understand whether the investor is concentrating on:
Use that context to prepare for the next conversation.
An investor repeatedly returning to margin assumptions probably needs a different follow-up than one focused on distribution.
The analytics are an engagement signal — not a prediction of investment.
Series A Pitch Deck
LIVEProtect commercially sensitive information
Consumer businesses often share information that should not circulate freely.
verified viewer access
passwords
expiry
download restrictions
allow lists
NDA gates
viewer-specific watermarks
link revocation
audit logs
Built for different consumer categories
The workflow can fit:
The document set changes. The need for a clean investor experience does not.
Frequently asked questions
have questions about sharing or security settings? find details about parameters, NDAs, and view rules here.
Common categories include the deck, financials, product information, retailer/distribution material, customer metrics, manufacturing and supplier information, IP/trademark summaries and fundraising documents.
Yes. SendNow supports document tracking for the initial deck and Microsites when the diligence package expands.
Access controls such as verification, password protection, expiry and download restrictions are available depending on plan.
SendNow supports NDA gates on applicable plans and Microsite workflows.
SendNow provides individual-viewer and page-level analytics when the sharing configuration identifies the viewer.
SendNow supports link revocation and expiry controls.
Turn the brand story into an investor-ready room
Give serious investors the information they need without losing control of where the documents go.