For Companies

Fundraising 101

Shares

Meeting & Conents

Company Settings

Financing Simulation

Data Room

Cap Table

Onboarding Service

Self Onboarding

Dashboard

Data & Reports

For Investors

Fund

Portfolio

Investment Performance

Others

For Companies

Fundraising 101

Shares

Meeting & Conents

Company Settings

Financing Simulation

Data Room

Cap Table

Onboarding Service

Self Onboarding

Dashboard

Data & Reports

For Investors

Fund

Portfolio

Investment Performance

Others

3. Creating, Tracking, and Receiving Portfolio Business Reports

Creating Portfolio Company Business Reports

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

create report


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

Edit report


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

company information select fieldsFiles select fields


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

Others select fields


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

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.