Use Case
Board Deck Distribution
Distribute board meeting materials securely to directors and advisors. Track who reviewed the deck before the meeting, watermark every page, and automatically expire access afterward.
Of board members review materials within 48 hours when tracked links are used
Per-director cost with CloakShare vs $65/user with DocSend
Visibility into which directors prepared for the meeting
The problem
Board materials contain the most sensitive information in any organization: financials, strategy, compensation, and legal matters. Email attachments create permanent, uncontrolled copies. CloakShare gives you per-director tracking so you know who reviewed the materials before the meeting, dynamic watermarks that deter leaks, and automatic expiry that revokes access after the board meeting.
Why CloakShare
Know which directors reviewed materials before the meeting
Dynamic watermarks on every page deter leaks of sensitive board data
Automatic link expiry revokes access after the board meeting date
Email gating ensures only board members can access the deck
Page-level analytics show which sections received the most attention
Replace per-seat tools and save on board management software costs
How it works
Upload
Upload your document (PDF, DOCX, PPTX, XLSX) or video (MP4, MOV, WebM) via API or dashboard.
Configure
Set email gating, password protection, dynamic watermarks, and link expiry to match your security needs.
Share
Send the tracked link. Recipients view in a secure canvas-based viewer. Videos stream via adaptive HLS.
Analyze
Track per-viewer engagement with page-level and video watch-time analytics. Get real-time webhook notifications.
Documents and video in one platform
CloakShare is the only secure sharing platform that combines document and video sharing with per-viewer analytics. Upload your PDF or presentation alongside a video walkthrough. Both are tracked, watermarked, and protected with the same access controls. No other tool does this.
Frequently asked questions
How do I know which board members read the deck before the meeting?
Each board member receives a unique, email-gated link. Analytics show exactly who opened it, which pages they viewed, and how long they spent reviewing. You can see preparation status at a glance.
Can I share the board deck and a presentation video together?
Yes. CloakShare handles both documents and video. Share the board deck alongside a CEO video update, all tracked within the same platform.
What happens to the board materials after the meeting?
Set link expiry dates for the day after the board meeting. Access is automatically revoked. No manual cleanup, no stale documents floating around in inboxes.
How do I prevent board materials from being leaked?
Dynamic watermarks overlay each director's email on every page. Canvas-based rendering prevents downloads. If a screenshot leaks, the watermark traces it to the source.
Popular with these industries
Startups share pitch decks, financial models, and cap tables with dozens of investors. Forwarded dec...
NonprofitsNonprofits share grant proposals, donor reports, and impact presentations with funders and board mem...
Franchise OrganizationsFranchise organizations share Franchise Disclosure Documents, operations manuals, and training mater...
Other use cases
Share pitch decks with investors securely. Track who opened your deck, which slides they focused on,...
Proposal TrackingTrack business proposals in real time. Know the moment a prospect opens your proposal, which section...
NDA SharingShare NDAs and confidential agreements securely with email verification, automatic expiry, and compl...
Virtual Data RoomRun a secure virtual data room for M&A, due diligence, or fundraising. Per-document access controls,...
Compare CloakShare
Start sharing securely
Free tier includes 50 links and 500 views per month with email gating, watermarks, and page-level analytics. No credit card required.
CloakShare