You manage LP and investor relationships in Affinity but have no visibility into who actually reads your fund documents. Engagement data from your data room lives in a separate tool with no connection to your relationship intelligence.
With Papermark you can webhooks and visitor identification to solve this end-to-end with real-time analytics.
How it works
Step by step
Step 1. Upload your ppm
Open Papermark and create a new data room. Upload your fund documents including the PPM, subscription docs, and track record. 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 and prospective investors
Configure your security settings. In Papermark link settings, enable Visitor identification. Every viewer is verified before they can access a single page. You control exactly who among your LPs and prospective investors sees which documents.
Step 3. Share the portal link with your LPs and track engagement
Generate a secure link and share the portal link with your lps. Papermark tracks every interaction in real-time. See which LPs opened your fund documents, how long they spent on each page, and which sections they revisited. Open the analytics dashboard to see all engagement data as it happens.
Step 4. 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 LPs and prospective investors open your documents, "Document Downloaded" when they download. Papermark sends a signed payload with viewer email, document name, pages viewed, and time spent.
Step 5. Choose which events trigger your automation
Pick the events relevant to your workflow. For tracking LPs and prospective investors engagement, select "Link Viewed". For monitoring downloads of sensitive ppm, add "Document Downloaded". Each payload is signed with HMAC-SHA256 for security. You can create multiple webhooks for different tools.
Step 6. Sync document view events to Affinity via Zapier
Sync document view events to Affinity via Zapier - update investor records with engagement data from your data room. Connect Affinity through Zapier, Make, or n8n as middleware. When LPs and prospective investors view your documents, the webhook payload delivers their email, document name, pages viewed, time spent, and completion percentage to Affinity automatically.
Step 7. Connect Papermark webhook (link
In Zapier, create a new Zap with "Webhooks by Zapier" as the trigger (Catch Hook). Copy the webhook URL and paste it in Papermark's webhook settings. Add your action: Connect Papermark webhook (link.viewed event) to Affinity contact update. Now every time LPs and prospective investors view your ppm, Zapier runs your automation.
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.
Affinity via webhook
Sync document view events to Affinity via Zapier - update investor records with engagement data from your data room
Connect through Papermark webhooks via Zapier, Make, or n8n
Zapier Webhook middleware
Connect Papermark webhook (link.viewed event) to Affinity contact update
