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      Add written portfolio company reports (management reports)

      This is how you add written reports for portfolio companies

      • Navigate to the the top bar > companies
      • Click a company to open its profile
      • Go to company reports tab
      • Click the new report button, select a time period and create a report for the company

      See how to edit the management reporting template.

      Please note that if the company is claimed by the actual portfolio company, only the company members have the authority to add and edit written company reports.