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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 how to export them.

How to View and Export Request Responses from Portfolio Companies

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

This article describes how to collect historical data from your portfolio companies

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

This article walks through how to use AI to summarize completed requests.

How to Use AI to Summarize Request Responses from Portfolio Companies

This article walks through how to see which portfolio companies have interacted with your investor request.

How to View the Status of a Sent Request

This article describes the process for archiving a Request so paused or inactive requests can be removed from your main Request workspace.

How to Archive a Request

This article explains how to close a request for a portfolio company when the company is assigned to the request but has shared its data through another method, such as…

How to Close a Request for a Specific Portfolio Company

This article walks through the AI metric file parsing blocks that can be added to a request.

How to Use AI Metric File Parsing Blocks in Requests

This features is designed for investors to include a file in a Request that that a portfolio company should download, complete the data and then re-upload it when submitting the…

How to attach Files to a Request in the AI Inbox

How to Sort and Filter Request Responses

Matt Preuss

Nick Kramer

Requests - For Investors

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Marketing Site

Investor Database

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