# For Investors

- url: https://www.plox.in/docs/for-investors
- excerpt: Manage portfolios and keep financial related documents secure using Plox

💡 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