Comprehensive portfolio management capabilities
From portfolio monitoring to exit coordination, Papermark provides the tools you need to manage your entire investment lifecycle
Document Management
Secure document sharing and organization for portfolio company materials
Analytics & Tracking
Page-by-page document analytics and engagement tracking
Secure Data Rooms
Create secure, branded data rooms for portfolio company sharing
Access Controls
Granular permissions, password protection, and audit trails
Streamline your portfolio management workflow
Streamline portfolio company document management with secure data rooms, detailed analytics, and granular access controls. Papermark provides the document sharing foundation that supports your entire portfolio management workflow.
Organize Documents
Create secure data rooms for each portfolio company with organized document structures
Track Engagement
Monitor who accesses documents with page-by-page analytics and engagement insights
Control Access
Set granular permissions, password protection, and expiration dates for secure sharing
Everything you need for portfolio management
Comprehensive tools designed specifically for private equity portfolio management workflows
Document Organization
- • Create separate data rooms for each portfolio company
- • Organize documents by category and workstream
- • Upload and manage financial reports and materials
- • Maintain version control and document history
Document Analytics
- • Page-by-page document viewing analytics
- • Track who accessed which documents and when
- • Monitor engagement and time spent on materials
- • Export analytics reports for stakeholders
Security & Access
- • Granular permissions and access controls
- • Password protection and NDA gating
- • Document expiration and download restrictions
- • Complete audit trails for compliance
Built for private equity professionals
Whether you're managing a single portfolio company or overseeing multiple investments, Papermark adapts to your needs
Portfolio Managers
Organize and share portfolio company documents securely, track stakeholder engagement, and maintain compliance across multiple investments.
Investment Professionals
Share deal materials securely, track investor engagement with documents, and coordinate due diligence processes with detailed analytics.
Operations Teams
Manage document workflows, maintain audit trails, and ensure secure information sharing between portfolio companies and external parties.
What is private equity portfolio management software?
Private equity portfolio management software provides comprehensive tools for monitoring, managing, and optimizing portfolio company performance. With Papermark, PE teams can centralize portfolio data, track value creation activities, coordinate exits, and maintain compliance across their entire investment portfolio.
Core components
- • Portfolio monitoring and performance tracking
- • Value creation coordination and project management
- • Exit process management and due diligence coordination
- • Compliance reporting and LP communication tools
Key benefits
- • Improved portfolio performance through better oversight
- • Streamlined value creation with coordinated initiatives
- • Faster exits with organized due diligence processes
- • Enhanced compliance and stakeholder transparency
Private equity portfolio management software comparison
Compare key features across different portfolio management solutions
- Feature
- Papermark
- Traditional Solutions
How private equity portfolio management software works
- Set up portfolio company data rooms and performance tracking dashboards
- Upload financial models, operational metrics, and value creation plans
- Monitor performance in real-time and coordinate value creation initiatives
- Manage exit processes with buyer-specific data rooms and due diligence coordination
- Generate compliance reports and maintain LP communication through branded portals
All essential data room features
For secure portfolio management
- Open Source
- Fully open source and transparent infrastructure
- Secure Link Permissions
- Enterprise-grade security for your documents links
- Page by page analytics
- Track engagement and viewer insights
- Custom Domain & Branding
- Personalize and customize your document experience
- AI-Powered
- Enhanced document intelligence with AI
- Community
- Join our growing community of users and customers
Comprehensive portfolio management for private equity
Papermark is the open-source portfolio management software trusted by PE teams worldwide
- Monitor portfolio company performance with real-time dashboards and KPI tracking
- Coordinate value creation initiatives with secure document sharing and task management
- Manage exit processes with buyer-specific data rooms and due diligence coordination
- Maintain compliance with audit trails, access controls, and automated reporting