Portfolio Management
A complete portfolio management solution for venture capital and private equity firms. Centralize all portfolio company information, board materials, financial performance, and value creation initiatives in one secure platform.
Explore Portfolio Management Data Room
Navigate through the complete data room structure and organization
How to Create Your Portfolio management Data Room
Follow these 4 simple steps to create a professional data room like Portfolio Management
Bulk Upload Your Documents
Upload all your fundraising documents at once using drag and drop. Organize them into folders for easy navigation by investors.
Create Link to Share
Generate a secure, custom link for your data room. Add password protection and set expiration dates for enhanced security.
Use Granular Permissions
Control access to specific folders and documents. Progressively open sections as your fundraising round advances.
Share Custom Link
Share your branded data room link with investors. Track who views what and for how long with built-in analytics.
Secure Papermark Data Room for Portfolio management
Key features that helped close their Portfolio Operations round
Company-Level Permissions
Separate access controls for each portfolio company and stakeholder group
Learn more →Portfolio management Data Room Structure
Comprehensive organization that gave investors complete transparency
Portfolio Overview
Portfolio summary, strategy, and performance dashboard
Portfolio Companies
Company profiles, investment theses, and ownership information
Financial Performance
Company financials, KPI reports, valuations, and return analysis
Board & Governance
Board decks, meeting minutes, and observer rights
Operational Support
Value creation plans, strategic initiatives, and operational reviews
Deal Documents
Investment agreements, shareholder agreements, and cap tables
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