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How can I keep my information/deals private/restricted?
How can I keep my information/deals private/restricted?
Tracxn avatar
Written by Tracxn
Updated over a week ago

You can withhold your name in the deal creation workflow or restrict access to your pitchdeck by uploading your pitch deck with restricted access using Docsend, Google Drive, Brieflink, etc., and then uploading the drive link in the pitchdeck section of the deal creation workflow.

Please find the details below:

Withholding Company Name

To withhold your company name, switch off the toggle to withhold the company name. Please find the screenshot below for reference:

Restricting Pitchdeck

If you want to restrict the investors from accessing your pitchdeck, you can add a Pitchdeck link with restricted access using Docsend, Google Drive, Brieflink, etc. Please refer to the screenshot below:

Restricting investor categories

You can restrict your deal to specific investors during deal creation. You can select which category of investors you want to reach out to and we will show your deals only to those investors. In step 2 of deal creation workflow, select the relevant investor categories in the "Whom should this listing be visible to?" section and click on "Save" button.

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