Share What Matters. Lock Down the Rest.
Partner Share Packets let you bundle a curated set of documents, financials, and evaluation data into a token-protected link — shareable with any external partner without exposing the rest of your platform.
Why Partner Sharing Is Risky
Most platforms force you to give partners access to the whole tool, or none of it.
All-or-nothing access
Granting platform access exposes more than you intend — every time.
Email leaks
Email attachments lose track of who has them, who's forwarded them, and when.
Stale packets
A PDF sent yesterday is already out of date today.
What MyDealTeams Does
Packets are curated, token-protected, and live.
Curate the packet
Pick exactly which documents, reports, and data the partner should see.
Token-protected link
A unique URL that requires no platform account — but is revocable at any time.
Public-but-secret
Share without forcing the partner to log in. Security through unguessable tokens.
Live, not static
The packet reflects the current state of the underlying data — always.
Revocable
Kill the link in one click when the relationship ends.
Access tracking
See when the packet was viewed and by whom (when identifiable).
How Teams Use It
Lender packets
Share underwriting and DD with lenders — without inviting them into the platform.
Broker collaboration
Send a working set to a broker without exposing the rest of your pipeline.
Investor updates
Provide ongoing access to a curated portfolio view.