Requests are the most streamlined way to collect data from your portfolio companies. If you have already created a request and would like to keep the same structure, but apply it to a different subset of companies, here is how:
Step One: Navigate to Requests
Select Requests in the navigation bar on the left pane of your screen.
Step Two: Press the three dots on the Request you wish to copy and select duplicate
Once you press the three dots on the right side of your screen, you will see the Duplicate option. Select this to create a duplicate of your request.
Please reach out to our team if you have questions!