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:

  1. Log into Peony
  2. Click "Upload Document"
  3. Select pitch deck PDF
  4. Wait for processing (10 seconds)
  5. 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

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