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Streamlining your portfolio companies' reporting

How to pre-fill Request responses with existing data

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 Requests

How to build a recurring Request

How to edit a Request

Best practices for reviewing Request responses

How to view, sort, and export a summary of Request responses

Notifying the appropriate contacts when sending Requests

How to 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 see when a Portfolio Company last opened a Request

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

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Track the progress of all tickets related to your company.

Tickets portal.

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