Why PE teams and founders use Papermark VDR
A modern VDR helps you run disciplined processes with full control and visibility. Replace email attachments with branded, permissioned rooms and know which investors are actually engaged.
- • Page‑by‑page analytics on CIMs, models, and KPIs
- • NDA gating, password protection, expiry, and email verification
- • Unlimited rooms for buyer‑specific or workstream‑specific access
- • Multiple custom domains and full white‑labelling
- • Granular group and file‑level permissions with audit logs
VDR private equity use cases
Fundraising from PE
Share CIMs, financials, and commercial materials with prospective sponsors in a private equity VDR. Track engagement to prioritize serious partners and run a competitive process.
Buy‑side diligence
Centralize target company data across workstreams (financial, legal, HR, technology) with audit logs and role‑based access.
Portfolio oversight
Manage board packs, monthly reporting, and lender files in dedicated rooms per portfolio company.
What to include in a private equity VDR
Use this quick checklist to structure your private equity virtual data room and speed up diligence.
Company & financials
- • Corporate structure, cap table, board minutes
- • Historical financials (3–5 years) and projections
- • KPI dashboards and cohort/retention metrics
- • Debt agreements and banking relationships
Commercial, legal & ops
- • Top customers/suppliers and key contracts
- • Pricing, pipeline, and churn analysis
- • HR roster, option plan, executive agreements
- • IP portfolio, licenses, compliance & policies
All essential data room features
For secure document sharing
- 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