Create a company report template 

Learn how to create a company report template for your portfolio companies

  • Navigate to the top bar and click EDIT -> Reporting template - Management report. You can keep or remove the default sections and add new custom ones by pressing the ADD SECTION button. The template will be automatically shared across your whole portfolio.
  • If a company profile is private (you haven’t invited the company member to claim the company profile), you can write investor reports yourself (from top navigation bar, choose Companies -> select a company -> Company Reports -> NEW REPORT button). 

Pro tips:

Add a section “​​UPDATED METRICS TABLE” to the investor report template. Companies can include a chart/ table of their updated KPI table to this section.