3. Creating, Tracking, and Receiving Portfolio Business Reports
Creating Portfolio Company Business Reports
Navigate to [Portfolios] - [Business Report] - [Create Report]

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

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


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

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.