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      How to add company performance comments to an LP report?

      See how to add company performance comments to an 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). 

       

      • Alternatively, you can navigate to the company profile, and choose "Notes & Comments" tab.
      • Click Add Note/ Comment button > Company performance comment.

      To include the complete report of a portfolio company as a comment in the LP report, simply select the desired period and click on the button labeled "+ COPY FULL TEXT FROM THE [Quarter 4 2024] COMPANY REPORT."