You have different LP groups across multiple funds who need access to different reporting materials. Sending the right K-1s, quarterly reports, and updates to the right LPs is a manual, error-prone process.
With Papermark you can route different LP groups to the right materials based on email domain, with branded portal and engagement analytics.
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 Workflows, Visitor groups, Custom branding. 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. 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, portfolio companies, and co-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, portfolio companies, and co-investors engagement, select "Link Viewed". For monitoring downloads of sensitive portfolio reports, add "Document Downloaded". Each payload is signed with HMAC-SHA256 for security. You can create multiple webhooks for different tools.
Step 6. Sync LP views to CRM
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: Sync LP views to CRM. Now every time LPs, portfolio companies, and co-investors view your portfolio reports, Zapier runs your automation.
Step 7. Update LP contact records
Update LP contact records. Connect HubSpot through Zapier, Make, or n8n as middleware. When LPs, portfolio companies, and co-investors view your documents, the webhook payload delivers their email, document name, pages viewed, time spent, and completion percentage to HubSpot automatically.
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.
Zapier Webhook middleware
Sync LP views to CRM
HubSpot via webhook
Update LP contact records
Connect through Papermark webhooks via Zapier, Make, or n8n
