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).