Order forms, master service agreements, security questionnaires and investor materials, each sent as its own tracked link with access you control.
Turn on the terms requirement when you send. The reader accepts before the deck opens, and both sides keep a copy of what was agreed. Use your own NDA by uploading it as a PDF, or use the TRAKiQ standard one and set its term, governing-law state and signing capacity.
Many will, for a first look. Venture funds see a lot of similar companies and often decline NDAs for a pitch deck, and pushing one early can cost you the meeting. Angels, strategic investors and acquirers often accept, and most funds expect one before a data room. So share the first deck without an NDA, and use TRAKiQ for the data room and the financial model: the investor accepts your NDA, with a tick or a signature, and every page they open carries their name. Our Investor NDA template is written to be quick for an investor to accept.
The dashboard shows each recipient, when they opened the deck, and every page they turned to, each with a time stamp. It records page numbers; it does not roll them up into a percentage read or a time-per-page heatmap.
Yes. Revoke the document and the link stops working for everyone, immediately.
For most small teams, yes. If you only ever need a signature, plenty of tools do that. If you also need to know what happened after you sent the file, that is what TRAKiQ is built for.