How to share a pitch deck and track investor views

Before you start

• You need a HummingDeck account on Pro or Business for the Restricted links shown, your original pitch deck, and each investor's email address. Upload PDF, PowerPoint, Word, Excel, or HTML files up to 100 MB; the video uses a six-page PDF.
• Use browser-preview documents for page-level analytics, which start on Starter. Restricted access starts on Pro. Pro supports one hundred active standalone links per document; Business has no ceiling on this count.
• Keep a source copy before replacing a document. The replacement must be a local file of the same type, and the previous uploaded file is not retained for restoration. An active Proposal link with response controls prevents replacement.

Follow the steps

1. Upload your finished pitch deck

   Open your Library, choose Add document, and upload the original deck. Wait for processing to finish, then open it and check the browser preview. Choose a previewable document for the recorded page activity shown in the video.

2. Create a Restricted link for each investor

   Choose New link, keep Personal Link selected, and pick Restricted. Add the first investor's address under Allowed emails and give the link a label. Generate the link, then repeat for the next investor. Keep one investor's inbox on each link when you want separate investor access and activity.

3. Send each investor their own link

   Copy each generated URL into your email to that investor. Creating a link does not send the invitation automatically. Check that the link's Notify me when viewed option and your account's view notifications are enabled if you want email alerts for recorded opens.

4. Check the email access flow

   The investor opens the share link, enters their approved email, and follows the access link sent to that inbox. The emailed access link expires after fifteen minutes and should be kept private. The investor can view without a HummingDeck account. Verification establishes control of the listed inbox, not legal identity or decision authority.

5. Compare recorded opens and return visits

   Return to the document's Links tab to compare each investor link's recorded views and last-viewed time. Each link keeps its own activity, so a return visit appears under the same link. Use the view emails and recorded sessions to decide when to review the deck's engagement.

6. Review page activity for one investor link

   Open Analytics and select the investor's Restricted link. Page Engagement shows the activity and time recorded for each previewed page. Clear the selection before comparing another link. Recorded page time is an engagement signal, not proof of reading or interest; use it to choose a useful follow-up question.

7. Replace the deck while keeping its links

   When the numbers change, choose Replace and select the updated local file in the same format, such as PDF to PDF. Wait for processing to finish and check the new preview. Existing URLs, access settings, and activity history remain. Investors see the new version on their next visit or after reloading. Replace is unavailable while an active Proposal response link exists for the document.

8. Revoke one investor's link

   When an investor passes, revoke their link from its settings. New visits through that link stop, while the other investor links keep working. A page already rendered in someone's browser remains on screen until they reload; revocation does not recall a downloaded copy.

9. Plan the next wave and diligence handoff

   This workflow starts from your original file and creates new HummingDeck links. If you are mid-round, keep the links already sent and use this setup for the next wave of investors. When an investor asks for supporting documents, continue with the investor data room tutorial below.

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