💡 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.
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.
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)
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
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)
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
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
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
Did we miss something? Not to worry! Just email our support team at rohan@plox.in ✌️