This features is designed to help investors collect full financial statements while making a request simple to complete for founders. Follow along with step by step instructions to learn how this feature works:
Step One: Navigate to Requests and create a new Request or edit an existing Request.
Select Requests from the navigation menu. Then, edit an existing Request or add a new Request.
Step Two: Navigate to the Content section. Then, click +New Block and choose File.
From the inner navigation menu, click Content. Then, click +New Block and choose File.
Step Three: Toggle on Use AI to extract metrics from this file. Then, click +Add metrics block.
Switch the toggle on for Use AI to extract metrics from this file. Then, click +Add metrics block.
Step Four: Choose the metrics for AI to parse from the portfolio company's uploaded file.
Select the metrics that AI should parse from the uploaded file.
Note that the portfolio company will only see the section to upload their file. Once they've uploaded and submitted their file, AI will then parse the file, and add the metric performance for the company.