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- Functionalities
- Interactive Fund Report
How to add comments to an interactive LP report?
Learn how to add text sections/ comments to an LP report
- Navigate to the APP at the top bar, then choose Interactive LP reports on the left side bar
- Click on the LP REPORT SECTIONS
- Choose ADD SECTION
- Choose the desired timeframe, fund, author, and title, then input or paste the text into the designated field. Select the type of comment section you want: Intro, Fund performance, or Portfolio Performance. The text will then appear in the chosen section of the LP report.
To add portfolio company specific comments to the interactive LP report:
- Navigate to Interactive LP Reports page, and select the tab Company performance comments and add a company comment there. Company performance comments will be displayed in the individual company presentations within the interactive LP report (Active Companies > Full company details).