Keep DocSend for the deck and the view log. Map books here. A pack grant is not a live product yet.
Nominative guide, not a partnership. No API keys, no endpoint list, no importer internals. Those stay behind login for clients. Tax prep stays last. ficary has not earned SOC 2, ISO 27001, or a HIPAA attestation.
The move
Keep DocSend if view tracking on a pitch is still the job.
Map operating books on Practice → Import.
Set as-of on Practice → Analytics.
Do not upload an untied spreadsheet and call it ficary.
Stay on DocSend when
Choose DocSend when fundraising file-share and view tracking are the reason you are shopping.
Move when
Choose ficary when the investor still has to trust the books — leftovers, as-of, a named human on the pack — and the VDR can stay a folder of files.