Use cases

Investor update sharing for Consulting

Distribute the investor update through a private link and review access signals afterward. Consultants can coordinate review with the client team.

User benefit

The company can check whether the update link was opened while retaining a revocation option. Consultants can confirm a client delivery signal and close access when an engagement ends.

Workflow

1. Prepare: Distribute the investor update through a private link and review access signals afterward. Consultants can coordinate review with the client team.
2. Control access: Upload the PDF, create a private link, choose download access, and keep the option to revoke the link.
3. Share: Send the private link to the intended consulting audience.
4. Review delivery signals: Review the open time, approximate location and network organization when available, device and browser categories, and active dwell time. An open does not establish identity, comprehension, or intent.