You're syndicating a deal and need to share materials with co-investors separately from your main deal team. You need to track their engagement and prevent unauthorized redistribution of sensitive materials.
With Papermark you can share deal materials with co-investors via separate links with watermarks and download controls to prevent redistribution.
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 Visitor groups, Download controls, Watermarks. 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.
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 LPs, portfolio companies, and co-investors view, download, or access your documents.
Step 5. See who among your LPs, portfolio companies, and co-investors is engaging
Every time someone opens your portfolio reports, 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.
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
Update syndicate on new materials
