BD Corporate vs. Dropbox DocSend

It is well suited to get a snapshot of your current investor ownership and the ownership changes that are currently happening in your stock. It is also good as a platform in which you can update all your meetings and engagement and then search for the information in a very easy way.

Incentivized

It's super great for sharing sales collateral, investor pitch slide decks, and other one-time viewing content. It's mainly built for sales but has been a huge benefit as a small startup. It best for PDF content that is okay to be horizontally oriented and scrolled (e.g. the forward and back buttons are on the side of the viewing interface).

Incentivized

• Investor ownership.
• CRM system for inputting meetings and engagement.
• Targeting consulting.

Incentivized

• Additional information from users who have already downloaded the files or material.
• Additional information if the download link(s) have been resent.
• Password encryption if necessary.
• Email verification for third-party download via email.
• Add-ons with other platforms and applications, such as Outlook and Gmail.
• Seal of documents by electronic signature

Incentivized

• Interface - the current dashboard is very "old" looking and could see improvement.
• Ease of use - the email distribution could be easier to navigate.
• Updating of investor contacts - the database is sometimes stale.

Incentivized

• Customer support is an area that is possible to improve, providing an [quick] answer.
• [Providing] more details about how to interact with the tool, in some cases, is complicated for new users to understand and start to use the program.
• The collaboration feature can be improved to allow users to have a better experience using the tool and interacting.

Incentivized

I haven’t used the support as our internal teams do a great job of fixing and supporting our DocSend use.

Incentivized

FactSet also provides you with investor ownership but does not provide a CRM platform for engagement input.

Incentivized

Our organization previously used ClearSlide but switched to DocSend as a cost savings. It was not made clear during the sales process that DocSend does not natively possess audio conferencing or screen-share capabilities. We had to add on the join.me integration after the fact, which has not worked well. When our contract is up with DocSend we will be moving back to ClearSlide

Incentivized

• Able to improve the overall investor ownership in our stock.
• Track the conference and meeting engagement to create a strategic outbound plan.

Incentivized

• For about $100 you can optimize all
• Of your pipelines that rely on decks or documents - worth it!
• The time you’d spend having to send each link to individual clients without tracking is well worth the $100 on the product
• We’ve been able to close our fundraising round and increase partnerships by utilizing DocSend - would recommend!

Incentivized