After closing your round, you need to keep investors informed with monthly updates. Sending PDFs via email means you have no idea which investors actually read your updates, and some never see them at all.
With Papermark you can maintain one persistent link for all investor updates with version control and engagement tracking.
How it works
Step by step
Step 1. Upload your pitch deck
Open Papermark and create a new data room. Upload your pitch deck and supporting materials. 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 investors and VCs
Configure your security settings. In Papermark link settings, enable Version control, Email notifications, Persistent access. Every viewer is verified before they can access a single page. You control exactly who among your investors and VCs sees which documents.
Step 3. Share tracked deck links with target investors and track engagement
Generate a secure link and share tracked deck links with target investors. Papermark tracks every interaction in real-time. See exactly which slides each investor viewed, time per slide, and where they dropped off. Open the analytics dashboard to see all engagement data as it happens.
Step 4. Connect Slack to get notified instantly
Go to Settings > Integrations > Slack in Papermark. Click "Connect Slack" and authorize via OAuth. Select the team channel where you want to receive alerts. Papermark sends formatted messages when investors and VCs view, download, or access your documents.
Step 5. See who among your investors and VCs is engaging
Every time someone opens your pitch deck, a Slack notification appears in your channel. It shows the viewer's email, which document they opened, how long they spent, and a link to full analytics. Your team knows immediately who is engaged without checking the dashboard.
Step 6. Create a webhook to connect external tools
Go to Settings > Webhooks in Papermark. Create a new webhook endpoint pointing to your automation tool (Zapier, Make, or n8n). Select which events should trigger: "Link Viewed" fires when investors and VCs open your documents, "Document Downloaded" when they download. Papermark sends a signed payload with viewer email, document name, pages viewed, and time spent.
Step 7. Choose which events trigger your automation
Pick the events relevant to your workflow. For tracking investors and VCs engagement, select "Link Viewed". For monitoring downloads of sensitive pitch deck, add "Document Downloaded". Each payload is signed with HMAC-SHA256 for security. You can create multiple webhooks for different tools.
Step 8. Automated notification sequences
Automated notification sequences. Connect Relay through Zapier, Make, or n8n as middleware. When investors and VCs view your documents, the webhook payload delivers their email, document name, pages viewed, time spent, and completion percentage to Relay automatically.
Tools and integrations
Papermark connects to external tools via outgoing webhooks (HMAC-SHA256 signed). Slack has a native integration with OAuth. For all other tools, connect Papermark webhooks through Zapier, Make, or n8n.
Slack Native integration
Alert founder when key investors view
Relay via webhook
Automated notification sequences
Connect through Papermark webhooks via Zapier, Make, or n8n
