Qualitative updates are a key part of portfolio reporting alongside the numerical metric updates. In most cases, investors ask portfolio companies to briefly cover highlights, lowlights, potential new hires, and product updates in this report. You can include the qualitative updates in the LP reports.
- Navigate to the top bar and select EDIT -> Portfolio reporting - All Text Sections. On this page, you can edit existing sections and create new ones. Assigning sections to the management report template is done separately on the EDIT> “Portfolio Reporting Template – Text sections” page, not here.
- You'll see a list of default sections, created by Rundit, as well as sections you've created if any. Under the "Used in Template" column, you can see whether the sections are in use in the management report template.
- To create a new section, click the ADD SECTION button.
- After you've created a new section, assign it to the management report template by navigating to EDIT at the top bar > “Portfolio Reporting Template – Text sections” page.
- Assign sections company specifically or delete sections from the template by clicking the three dots next to a section (only available for self created sections):
