Customers
Secure File Sharing for Investment Banking
Enhance collaboration, streamline due diligence, and maintain control over sensitive data with Papersend's advanced tools.
Simplified Due Diligence
Securely Share and Track Documents
Papersend empowers investment banking teams to share sensitive financial data and confidential documents securely. Utilize passcodes and email access controls to ensure only authorized stakeholders have access.
Ready to simplify your due diligence process?
Start Sharing Securely
With Papersend, shared links reflect the latest document versions instantly, eliminating outdated files and ensuring everyone is on the same page.
Engage and Refine
Track Document Engagement
Papersend's analytics provide insights into how stakeholders interact with your documents. See who is viewing, for how long, and where their attention is focused to refine your materials and improve decision-making.
What are you waiting for? Start optimizing your processes today.
Start Tracking EngagementTailored for Investment Bankers
Features That Streamline Investment Banking Workflows
Papersend delivers the tools you need to securely share, track, and manage documents for M&A, fundraising, and beyond.
Passcode Protection
Add an extra layer of security to your documents with unique passcodes.
Real-Time Updates
Ensure stakeholders always have access to the latest document versions.
Engagement Analytics
Track document interaction to understand stakeholder focus and improve outcomes.
From secure sharing to real-time updates and analytics, Papersend empowers investment banking professionals to streamline workflows and collaborate effectively.
20K+
Processed Pages
90K+
Served Views
160+
Supported File Types
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FAQ Papersend For Investment Banking
Frequently Asked Questions
What is Papersend and how does it work?
Papersend is a simple and secure way to share and track documents online. It's like an upgrade to tools like DocSend, Digify, Proposify, FirmRoom and others, but with more features. You can share files, control who sees them, track how they're used, and keep everything secure - all in one place.
Is Papersend free to use?
Yes, Papersend offers a free plan that gives you access to many great features. If you need even more tools, you can upgrade to a paid plan. Start with the free version and see how it works for you!
Learn more about our pricing plans and features
Which file types can I share with Papersend?
Papersend supports over 160 file types, including PDFs, Word documents, Excel sheets, PowerPoint presentations, images, and even design files like Photoshop or AutoCAD. It works with Apple formats like Pages and Numbers too. No matter the file, your recipients can view it easily in their browser.
See all supported file types and our quick file type check tool
Why is Papersend a valuable tool for investment banking?
Papersend is designed for secure and efficient document sharing, making it ideal for investment banking. With features like granular access controls, real-time updates, and engagement tracking, it helps streamline workflows and protect sensitive financial information.
How does Papersend ensure the security of financial documents?
Papersend offers advanced security features such as passcode protection, email verification, single-device access, and expiration dates for shared links. You can also monitor document activity in real-time and use anti-screenshot technology to keep your files safe.
Can Papersend track engagement with shared financial documents?
Yes! Papersend provides detailed analytics to show when documents are viewed, how much time is spent on each page, and which sections are most engaging. These insights help investment bankers prioritize key stakeholders and refine their approach.
Can I update shared documents without sending a new link?
Absolutely. Papersend allows you to update documents in real-time, ensuring that shared links always provide the most current version. This is especially critical in investment banking, where up-to-date information is key to decision-making.