Company reporting data in portfolio
What is reporting data in portfolio?
How to ask for reporting data from company
Adding reporting data on behalf of the company
Who can access "Reporting" in portfolio?
Reporting data in portfolio is the same as the one available in applications. The use cases are different: reporting in applications is to help make a decision for investment, while reporting in Portfolio is to keep eyes on how your investment is doing.
You can find Reporting by following these steps:
Go to https://app.dealum.com/#/home
Click on chosen deal room name
Click on "Portfolio" on the left side menu
Click on a company under your "Investments" or "Exits"
Click on "Reporting" tab below the company's name
If you do not see Reporting tab by following these steps, then you do not have access. Your access can be limited by one or all of the following factors:
the company has not shared their reporting data with your deal room
the application(s) the company has given your deal room reporting access on have not been connected to any rounds of this company in Portfolio
you have not invested (or are not marked as an investor) in that company and don't have administrative rights in Portfolio
Asking for reporting data for the first time
In order to see the reporting data at all, company must first provide reporting data access to your deal room. To get access to reporting information and request the first update from the company, follow these steps:
Go to the company application
Click on "All actions"
Click on "Request more info"
Select "Reporting"
(Optional) Add additional message
Click Request
Please note that you can only do so from the application, and not from Portfolio.
You can read more about "Request more info" here: What is the 'Request more info' action for?
Asking for reporting data to be updated
If the company has previously granted access to reporting data, you will be able to see it, but it could be outdated (e.g. they have not updated the data for a month or more). In that case, you will be able to ask for an update from within Portfolio. To do so, please follow these steps:
Click on "Portfolio" on the left side menu
Click on a company under your "Investments" or "Exits"
Click on "Reporting" tab
Click on "Request update"
(Optional) write an additional message to company
Click "Request"
Please note that the "Request update" button is only available for members with "Full edit access" to Portfolio and for members who have been given the lead investor rights for the specific company in Portfolio.
If you wish, you can specify the metrics and areas you want companies in your deal room to report on. To do that:
Go to deal room settings
Open the Preferences tab
In "Configuration" section, click on "Reporting"
Select the metrics and questions you want to get updates on
Save the changes
Please note that the selected fields will appear for companies you have requested reporting information from when they fill out their reporting data but the platform does not force them to complete all fields for submitting their report. Additionally, companies are able to add KPIs and information fields the deal room did not request but they would like to report on.
Members who have full edit access to Portfolio or are marked as a lead investor of a specific portfolio company can also provide reporting data on behalf of the company in Portfolio.
To do that:
Go to the Portfolio page in the deal room
Click on the company you want to add reporting information for
Open the Reporting tab
Click on “Edit reporting answers”
When no reporting data exists for the company, click on “Add a report” and choose a month to add. You can then provide metrics and answers for that month and/or add more months.
When there is existing reporting data for the company, you can edit or overwrite the data already provided about existing months or add information about new months.
The latest information is displayed to members about each month, regardless of whether it has been added by the company or by a deal room member who had necessary rights. Companies do not have access to reporting data that has been added on their behalf within your deal room.
Deal room members who can see Reporting tab and it's contents:
Deal room admins
Investors in the company with any access to portfolio
Non-investors (investors who have not invested into that specific company) who have full access to portfolio
Deal room admins have full access to all parts of your deal room.
Investors in the company will need any access to portfolio that is not "No access". The minimum requirement is "View own investments":
Non-ivestors will need "Full access" to view Reporting for companies they have not invested in:
How to ask for reporting data from company
Adding reporting data on behalf of the company
Who can access "Reporting" in portfolio?
What is reporting data in portfolio?
Reporting data in portfolio is the same as the one available in applications. The use cases are different: reporting in applications is to help make a decision for investment, while reporting in Portfolio is to keep eyes on how your investment is doing.
You can find Reporting by following these steps:
Go to https://app.dealum.com/#/home
Click on chosen deal room name
Click on "Portfolio" on the left side menu
Click on a company under your "Investments" or "Exits"
Click on "Reporting" tab below the company's name
If you do not see Reporting tab by following these steps, then you do not have access. Your access can be limited by one or all of the following factors:
the company has not shared their reporting data with your deal room
the application(s) the company has given your deal room reporting access on have not been connected to any rounds of this company in Portfolio
you have not invested (or are not marked as an investor) in that company and don't have administrative rights in Portfolio
How to ask for reporting data from company
Asking for reporting data for the first time
In order to see the reporting data at all, company must first provide reporting data access to your deal room. To get access to reporting information and request the first update from the company, follow these steps:
Go to the company application
Click on "All actions"
Click on "Request more info"
Select "Reporting"
(Optional) Add additional message
Click Request
Please note that you can only do so from the application, and not from Portfolio.
You can read more about "Request more info" here: What is the 'Request more info' action for?
Asking for reporting data to be updated
If the company has previously granted access to reporting data, you will be able to see it, but it could be outdated (e.g. they have not updated the data for a month or more). In that case, you will be able to ask for an update from within Portfolio. To do so, please follow these steps:
Click on "Portfolio" on the left side menu
Click on a company under your "Investments" or "Exits"
Click on "Reporting" tab
Click on "Request update"
(Optional) write an additional message to company
Click "Request"
Please note that the "Request update" button is only available for members with "Full edit access" to Portfolio and for members who have been given the lead investor rights for the specific company in Portfolio.
If you wish, you can specify the metrics and areas you want companies in your deal room to report on. To do that:
Go to deal room settings
Open the Preferences tab
In "Configuration" section, click on "Reporting"
Select the metrics and questions you want to get updates on
Save the changes
Please note that the selected fields will appear for companies you have requested reporting information from when they fill out their reporting data but the platform does not force them to complete all fields for submitting their report. Additionally, companies are able to add KPIs and information fields the deal room did not request but they would like to report on.
Adding reporting data on behalf of the company
Members who have full edit access to Portfolio or are marked as a lead investor of a specific portfolio company can also provide reporting data on behalf of the company in Portfolio.
To do that:
Go to the Portfolio page in the deal room
Click on the company you want to add reporting information for
Open the Reporting tab
Click on “Edit reporting answers”
When no reporting data exists for the company, click on “Add a report” and choose a month to add. You can then provide metrics and answers for that month and/or add more months.
When there is existing reporting data for the company, you can edit or overwrite the data already provided about existing months or add information about new months.
The latest information is displayed to members about each month, regardless of whether it has been added by the company or by a deal room member who had necessary rights. Companies do not have access to reporting data that has been added on their behalf within your deal room.
Who can access "Reporting" in portfolio?
Deal room members who can see Reporting tab and it's contents:
Deal room admins
Investors in the company with any access to portfolio
Non-investors (investors who have not invested into that specific company) who have full access to portfolio
Deal room admins have full access to all parts of your deal room.
Investors in the company will need any access to portfolio that is not "No access". The minimum requirement is "View own investments":
Non-ivestors will need "Full access" to view Reporting for companies they have not invested in:
Updated on: 03/03/2025
Thank you!