You're raising a fund and need a professional, branded portal where LPs can access fund documents securely. Sending PPMs and subscription docs via email is messy, hard to track, and doesn't inspire confidence. You need a single, persistent URL that verifies LP identity, requires NDA acceptance, and organizes all materials by document type.
With Papermark you can create a branded, NDA-gated investor portal with custom domain, email verification, and organized folder structure that LPs bookmark and return to.
How it works
Step by step
Step 1. Upload your ppm
Open Papermark and create a new data room. Upload your fund documents including the PPM, subscription docs, and track record. Use drag-and-drop to add files, then organize them into folders. Papermark automatically indexes everything and supports bulk upload of entire folder structures.
Step 2. Set up access controls for LPs and prospective investors
Configure your security settings. In Papermark link settings, enable Custom domain, NDA gate, Email verification, Branding. Every viewer is verified before they can access a single page. You control exactly who among your LPs and prospective investors sees which documents.
Step 3. Share the portal link with your LPs and track engagement
Generate a secure link and share the portal link with your lps. Papermark tracks every interaction in real-time. See which LPs opened your fund documents, how long they spent on each page, and which sections they revisited. Open the analytics dashboard to see all engagement data as it happens.
Tools and integrations
No external integrations required. This workflow uses Papermark's built-in features only.
