How do I edit the company report template?
- 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 (Portfolio -> select a company -> Reports -> NEW REPORT button).
If the company is a shared company, the portfolio companies are reminded quarterly or monthly (based on how they’ve selected to be reminded on their account) to fill in the company report.
You are able to like and comment on the published reports and the companies are able to answer. The companies are also able to see who has seen the reports.