Your portfolio company is pursuing an add-on acquisition and needs a deal room quickly. Setting up from scratch every time is slow, and completed deals need to be archived without losing access to historical data.
With Papermark you can duplicate room structures for new deals and stage document release as each acquisition progresses.
How it works
Step by step
Step 1. Upload your portfolio reports
Open Papermark and create a new data room. Upload portfolio materials organized by fund and company. 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, portfolio companies, and co-investors
Configure your security settings. In Papermark link settings, enable Data room duplication, Staged access, Folder permissions, Archive. Every viewer is verified before they can access a single page. You control exactly who among your LPs, portfolio companies, and co-investors sees which documents.
Step 3. Distribute materials to the right LP groups and track engagement
Generate a secure link and distribute materials to the right lp groups. Papermark tracks every interaction in real-time. Track LP engagement with quarterly reports and fund updates. 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.
