Your memo is ready—now let's get it in front of lenders. Share via a Vault Link, or Export to PDF or PowerPoint.
Sharing Options
- Vault Link: Create a unique link for each lender contact
- PDF export: Universal format for formal submissions
- PowerPoint export: For editable presentations
- Email attachment: Direct delivery
Share a Vault Link
- Click Share from the top right corner of the Deal Room Vault
- Select the lender you want to create a unique link for
- Click the chain icon in the top right to copy the unique link
- Share the link via an email
Export to PDF
- Click Publish/Export from your memo
- Select Download as PDF
- Configure options: page size (Letter, A4), quality (standard, high), include cover page
- Click Download to save the PDF to your computer
Export to PowerPoint
- Click Publish/Export from your memo
- Select Download as PowerPoint
- Click Download to save the .pptx file
Note
PowerPoint export allows lenders to edit—use PDF for view-only distribution.
Tracking Engagement
Track memo engagement:
- Views by recipient
- Time spent viewing
- Pages viewed
- Downloads
Tips
Use PDF for formal submissions. Use live links for initial outreach. Update live memos as deals progress. Monitor analytics to prioritize follow-ups.