Articles on: Portfolio / Reporting

Monthly reports/investor updates from companies

Can I get monthly reports/investor updates from companies?

To get monthly updates with KPIs and other relevant information from a company, you have to have that company in your deal room with a profile/application created by the company. You can read here how you can add companies to your deal flow.

If you have the company in your deal room, you can request monthly reports from them (if they have not already given you access to their reporting information on their own initiative). To get access to reporting information and request the first update from the company, choose ‘All actions’ > ‘Request more info’. In the dialogue that will open, choose ‘Reporting’ for the access you’re requesting and add a message if you wish. Alternatively, you can go to 'Reporting' tab on their application and press 'Request reporting access' to send them the same request. If you need companies to provide new reporting information, you can request reporting update from them by going to the Reporting tab on their application and pressing ‘Request update’. You can also request a reporting update from multiple companies at once by multi-selecting them in a funnel step and choosing ‘Request more info’ from the 'Actions' menu that appears on top of the funnel.

Tick the 'Request reporting information only' checkbox if you don't want to ask those companies to update anything else in their applications. This checkbox is available only when you already have access to the reporting information of all companies you selected.

It’s up to each company to choose which KPIs and information they want to report.

Updated on: 20/01/2022

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