"Share an analysis with a client"

Three ways to put an analysis in a client's hands, all carrying your branding on professional plans.

The live link. The recipient opens the real, interactive analysis in their browser: gauges, cash flow, comps. They can adjust assumptions and watch the numbers move, which lands better than any static attachment. You see view dates and counts, so you know when they actually opened it.

The branded PDF. A fixed snapshot for proposals and lenders, preserved exactly as generated. Built in PDF Studio.

Direct email. Send both at once from inside Rescover: the interactive link plus the PDF attached.

Set up once, benefit forever

Before your first share, complete your personal profile (photo, name, title, contact, scheduling link) and enable company branding, so the client sees you instead of placeholders. See Your personal profile and Company branding.

Every share is tracked with its recipient, send date, last view, and total views, so following up stops being guesswork.