How to Send Pitch Deck to Investors: Complete Guide for Founders in 2025
Email attachments create zero investor visibility—founders don't know if decks were viewed, which slides interested investors, or when to follow up. According to First Round research, founders using tracked links achieve 32% higher response rates and close rounds 25% faster than those emailing PDFs.
Peony modernizes pitch deck sharing: generate secure links, track page-by-page engagement, identify interested investors, perfect follow-up timing, and protect IP with watermarks. Purpose-built for startup fundraising.
Here's your complete guide to sending pitch decks to investors in 2025.
Why Never Email Pitch Deck Attachments
Problems with PDF attachments:
- ❌ No visibility (was it viewed?)
- ❌ No engagement data (which slides?)
- ❌ Can't revoke access
- ❌ Can't update without resending
- ❌ File forwarded uncontrollably
- ❌ No follow-up intelligence
Link-based sharing advantages:
- ✅ Know who viewed
- ✅ See which slides interested them
- ✅ Track time spent
- ✅ Identify hot investors
- ✅ Update without new links
- ✅ Revoke access anytime
- ✅ Perfect follow-up timing
Step-by-Step: Sending Pitch Deck
Step 1: Prepare Your Deck
Ensure deck is investor-ready:
- 10-15 slides maximum
- Updated metrics (within 7 days)
- Clear ask and use of funds
- Professional design
- Proofread thoroughly
- PDF format optimized
Create versions:
- Teaser deck (5-7 slides): Initial outreach
- Full deck (12-15 slides): First meeting
- Detailed deck (20 slides): Deep dive
Step 2: Upload to Peony
Process:
- Log into Peony
- Click "Upload Document"
- Select pitch deck PDF
- Wait for processing (10 seconds)
- Deck ready to share
Step 3: Configure Security Settings
Essential settings:
Access control:
- ✅ Email verification required
- ✅ Investor email allow list (optional)
- ✅ Expiration date (30-90 days)
- ❓ Password (usually unnecessary)
Content protection:
- ✅ Dynamic watermarks (investor email + timestamp)
- ✅ Screenshot protection (for sensitive slides)
- ✅ Download blocking (view-only mode)
- ✅ Print controls
Legal:
- ❓ NDA requirement (seed stage: rarely; Series A+: sometimes)
- ✅ Confidentiality notice
Step 4: Generate Sharing Link
Link options:
Generic: peony.ink/abc123
Branded: yourcompany.peony.ink/deck
Custom domain: pitch.yourcompany.com
Configuration:
- Enable notifications (view alerts)
- Set link name (e.g., "Seed Round Deck Q1 2025")
- Configure analytics
Step 5: Share with Investors
Email template:
Subject: [Your Company] - Seed Round Deck
Hi [First Name],
[Reference warm intro or previous conversation]
I'm sharing our pitch deck for our $2M seed round.
We're [one-sentence value prop] serving [target market].
View deck: [secure link]
Key highlights:
- [Traction metric]
- [Customer win]
- [Notable milestone]
Happy to discuss—when works for a 30-min call?
Best,
[Your name]
Timing:
- Send Tuesday-Thursday
- 8-10am or 2-4pm recipient timezone
- Not Mondays, Fridays, or weekends
- Follow investor's schedule if known
Step 6: Monitor Engagement
Real-time notifications:
- Deck viewed → Alert within seconds
- New investor accesses → Email notification
- Return visit → Engagement signal
- Specific slides viewed → Interest indicators
Analytics dashboard shows:
- Who viewed (name, email, company)
- When accessed (date, time, timezone)
- How long spent (total and per slide)
- Which slides viewed
- Return visit count
- Device and location
Step 7: Follow Up Strategically
Based on engagement data:
High engagement (80%+ completion, 3+ minutes):
- Follow up within 4-24 hours
- Reference specific slides they viewed
- Suggest meeting time
- Priority prospect
Medium engagement (50-80%, 2-3 minutes):
- Follow up within 2-3 days
- Ask if questions
- Offer more information
- Moderate priority
Low engagement (less than 50%, less than 2 minutes):
- Wait 5-7 days
- Check timing
- Offer alternatives
- Lower priority
No engagement (not opened):
- Follow up after 5-7 days
- Verify receipt
- Confirm interest
- Consider moving on
Best Practices for Pitch Deck Sharing
Investor Targeting
Build tiered list:
- Tier 1: Dream investors (5-10)
- Tier 2: Strong fits (15-25)
- Tier 3: Acceptable options (20-30)
Targeting criteria:
- Stage match (seed, Series A, etc.)
- Sector focus
- Geographic preference
- Check size alignment
- Portfolio fit (non-competitive)
Outreach strategy:
- Start with Tier 2/3 (practice)
- Refine pitch based on feedback
- Move to Tier 1 when polished
- Run parallel conversations
- Create competitive dynamics
Message Personalization
Research each investor:
- Portfolio companies
- Recent investments
- Investment thesis
- Twitter/LinkedIn activity
- Interview/podcast appearances
Personalize outreach:
- Reference specific portfolio company
- Mention relevant investment
- Connect to thesis
- Show research
- Authentic connection
Don't:
- Generic mass emails
- "Dear investor"
- No research evident
- Copy-paste messages
Tracking and Optimization
Measure outreach effectiveness:
- Open rate (target: 40%+)
- Deck view rate (target: 60%+)
- Response rate (target: 15%+)
- Meeting conversion (target: 30%+)
Optimize based on data:
- Test subject lines
- Refine messaging
- Improve targeting
- Update deck based on feedback
- A/B test approaches
Protecting Confidential Information
Always enable:
- Email verification (know who viewed)
- Watermarks (identify leaks)
- Expiration dates (time-limit access)
- Access logging (audit trail)
For particularly sensitive:
- Download blocking
- Screenshot protection
- View-once links
- NDA requirements
- Investor-specific watermarks
Version Control
Best practices:
- Update deck weekly with latest metrics
- Use same sharing link (update file)
- Version clearly in filename
- Note major changes in follow-ups
Peony advantage:
- Update deck file
- Link stays same
- All viewers see latest
- No broken links
Common Pitch Deck Sharing Mistakes
Mistake 1: Emailing PDF attachments
- Zero visibility
- No control
- Forwards freely
- Solution: Use trackable links
Mistake 2: No security
- Anyone can access
- Forwards without attribution
- No leak prevention
- Solution: Enable watermarks, verification
Mistake 3: Not tracking engagement
- Don't know who's interested
- Miss follow-up opportunities
- Waste time on cold prospects
- Solution: Use analytics platform
Mistake 4: One-size-fits-all
- Same deck to everyone
- Generic messaging
- No personalization
- Solution: Customize per investor tier
Mistake 5: Poor follow-up
- Random timing
- Generic messages
- No engagement reference
- Solution: Data-driven follow-up
Pitch Deck Sharing Checklist
Before sending:
- Deck updated with latest metrics
- Proofread thoroughly
- Professional design
- Clear ask and use of funds
- Contact info included
Setup:
- Uploaded to Peony
- Security configured
- Link generated
- Notifications enabled
- Analytics active
Outreach:
- Investor researched
- Email personalized
- Reference/intro mentioned
- Clear CTA (call to action)
- Sent optimal timing
Follow-up:
- Monitor engagement
- Follow up based on data
- Reference viewed content
- Track conversation
- Update CRM/tracker
How Peony Improves Pitch Deck Sharing
Peony provides complete pitch deck intelligence:
Know what matters:
- Which investors viewed
- Which slides they spent time on
- When they accessed it
- If they shared with team
- When to follow up
Protect your IP:
- Watermark with investor info
- Block screenshots
- Prevent unauthorized sharing
- Revoke access anytime
- Complete audit trail
Professional presentation:
- Custom branded domain
- Mobile-optimized viewing
- Fast page loads
- Clean, modern interface
Accelerate fundraising:
- Prioritize engaged investors
- Perfect timing for follow-ups
- Personalize based on interests
- Close rounds 25-35% faster
Result: Turn pitch deck into fundraising intelligence tool.
Conclusion
How you send your pitch deck significantly impacts fundraising success. Email attachments provide zero visibility, while link-based sharing with platforms like Peony delivers complete engagement intelligence, IP protection, and professional presentation.
Successful founders track investor engagement, protect confidential information, personalize follow-ups based on data, and maintain professional presentation—achieving higher response rates and faster fundraising timelines.
Modernize pitch deck sharing: Try Peony