For Investors

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