Workflows
Step-by-step guides for every use case. Find the right workflow for your team and tools.
VC/LP Fundraising
VC/LP Fundraising
How I set up an LP portal for my fund with Papermark
Create a branded data room with PPM, subscription docs, and track record. Use custom domain and NDA gate for first access.
Custom domainNDA gateEmail verification+2
No integrations needed
VC/LP Fundraising
How I track investor engagement with Papermark and HubSpot
Track which LPs open documents, time spent per page, and which sections they revisit. Push view events to CRM via webhook.
Page-level analyticsVisitor trackingSession tracking+1
VC/LP Fundraising
How I send quarterly reports to LPs with Papermark and Slack
Upload new quarterly report as version update - same link, LPs notified automatically. Slack alerts when key LPs view.
Version controlEmail notificationsEngagement export+1
VC/LP Fundraising
How I track investor engagement with Attio and Papermark
Sync document views to Attio to enrich investor relationship data.
WebhooksVisitor identificationPage-level analytics
VC/LP Fundraising
How I track investor engagement with Affinity and Papermark
Sync data room and document view events to Affinity via Papermark webhooks and Zapier. Track LP engagement alongside your relationship data.
WebhooksVisitor identificationPage-level analytics+1
