Visible

Streamlining your portfolio companies' reporting

How to Pre-Fill Request Responses with Existing Metrics and Properties

Creating a request with a different name and subject line

How to customize the Request subject line

Sending a reminder email outside the scheduled reminders

How to Send One-off Request Reminder Emails to Your Companies

Pausing a Request to stop notifications or make edits

How to pause a Request

Collecting data from Portfolio Companies with recurring Requests

How to Build a Recurring Request

This article describes how to make changes to a Request.

How to edit a Request

Best practices for reviewing Request responses and the stats available

How to View and Export a Summary of Request Responses

Notifying the appropriate contacts when sending Requests

How to Add Portfolio Company Contacts and Send a Request to Multiple Contacts

How to create one request that can be used to ask for different information from your portfolio companies

Creating one Request for all portfolio companies - even with different KPIs

How to reorder Request blocks

Re-opening a Request to ensure the proper data is submitted

How to re-open an already submitted Request

Changing the recurring due date or creating a custom due date

How to change a Request's due date

Tailoring your request message for a specific email reminder

How to customize individual Request reminder messages

Collecting historical data from new companies added to your portfolio

How to generate a Request for past periods

How to find a Request link for sharing

How to maximize Request response rates from your Portfolio Companies

Viewing when a company received a Request email reminder notification

How to Check When a Portfolio Company Was Last Notified About a Request

How to ask for 6 periods of historical or future data

Requesting Historical and Forecasted data

Collecting data and updates from companies in one-off scenarios

How to create a one-time Request

Requesting company information using custom properties

How to use properties in Requests

Monitoring request responses and deliverability

How to Monitor Opens and Bounces for Requests

How to create a conditional block in a Request

How to get notified before your Request is sent to your companies

How to set up pre-Request reminder alerts for you/your team

Marking content as required when collecting data

How to make a block required in a Request

This article walks through the process for duplicating a request to send to your portfolio companies.

How to duplicate a Request

Matt Preuss

Nickolas Kramer

Requests - For Investors

Application Status

Marketing Site

Investor Database

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.