For Investors

💡 Plox Tip: When sharing sensitive documents like financials, compliance records, or LP updates, email just doesn’t cut it. Plox helps investors stay secure, organized, and in control of every file they share.

Who This Is For#

This guide is for VCs, angel investors, LP-facing teams, family offices, and fund managers who want to securely share documents with LPs, co-investors, auditors, or legal advisors.

What You Can Share with Plox#

• LP updates and quarterly reports
• Fund performance dashboards
• Portfolio summaries
• Compliance and audit documents
• Investment memos
• Deal terms and closing documentation
• Legal agreements and side letters
• Fundraising pitch decks (to co-investors)

How Investors Use Plox#

1. Create a Secure Data Room#

Organize all outgoing updates in one place:

• Create folders for financials, memos, compliance docs, etc.
• Share a single link with LPs or co-investors
• Update documents regularly without resending the link
• Track who actually viewed your documents

2. Use Access Controls to Stay Compliant#

• Email-only access: Ensure LPs are the only ones seeing your data
• OTP verification: Add another layer of security for sensitive updates
• Restrict by Email: Share only with specific addresses or firm partners
• Disable Downloads: Prevent file sharing or offline saving
• Expiration Dates: Set time limits on access (great for fundraising)

3. Track Engagement Responsibly#

With Plox, you get transparency without intrusion:

• Confirm who opened the file
• Know how much time they spent reviewing
• Get alerts when someone accesses key documents
• Ensure recipients have the latest version, not a PDF from 2 months ago

4. Maintain Your Brand and Trust#

• Add your firm’s logo and name
• Share updates from a custom domain like docs.firmname.com
• Use full white-labeling to deliver a seamless experience

Benefits for Investors#

• Centralize LP communication & reporting
• Track and control access without legal risk
• Avoid sending files over email
• Stay compliant and professional
• Build trust through branded, secure document delivery