An investor has shown strong interest after viewing your deck and now wants access to financials, cap table, and legal docs. You don't want to create a new link or force them through a new onboarding process.
With Papermark you can expand access from deck-only to full data room on the same link, adding NDA gates for sensitive materials.
How it works
Step by step
Step 1. Upload your pitch deck
Open Papermark and create a new data room. Upload your pitch deck and supporting materials. 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 investors and VCs
Configure your security settings. In Papermark link settings, enable Tiered access, NDA gate, Document versioning, Folder organization. Every viewer is verified before they can access a single page. You control exactly who among your investors and VCs sees which documents.
Step 3. Share tracked deck links with target investors and track engagement
Generate a secure link and share tracked deck links with target investors. Papermark tracks every interaction in real-time. See exactly which slides each investor viewed, time per slide, and where they dropped off. 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.
