Learn how to add an internal comment to a portfolio company and share it with your internal team.
To add an internal comment to a portfolio company, you must be a VC admin or a VC member with access to the fund to which your company is assigned.
Commenting on a portfolio company’s performance enables investors to flag any crucial issues or milestones from that portfolio company. This type of comment can be interpreted as an internal comment to be seen by VC admin or VC member who manages that fund. Your portfolio company would not be able to see it.
Please note that if you want to add a comment to the company report, please see this article Comment on company report.
- Navigate to Companies at the top bar and click on the company that you wish to leave an internal comment to.
- Select the Notes & Comments tab > click on the Add Note/ Comment button.
- You can add internal Notes that are accessible only to your team members with permission to view the company profile. Additionally, you can include LP report comments, which are also visible to your internal team. These LP report comments can be automatically integrated into your LP report.
Pro tip: You can filter your internal comments by the comment tags, time period or author.