3. Creating, Tracking, and Receiving Portfolio Business Reports

Creating Portfolio Company Business Reports

1. Navigate to [Portfolios] - [Business Report] - [Create Report]

2. Create your report by frequency, year, month and its due date for portfolio companies

3. Select the sections of the business report you would like to receive updates on

4. Add customizations to each section of the report by adding additional fields

5. Track when your portfolio company starts the drafting process and submits the report

* Our team will aid you in the collection of your portfolio company business reports by guiding point of contacts on their account set-up, business report drafting guide, and reminders leading up to deadline.