Data Collection
Streamlined data collection with automated workflows and complete visibility.
Email Collection
Updates captured directly from emails
Forward portfolio company updates to a dedicated address, for automatic ingestion.
Scheduled Requests
Schedule automated information requests
Set up quarterly, monthly or annual requests for metrics, files or custom questions. Delivered automatically on schedule.
Submission Tracking
See what’s in and what’s outstanding
Submissions tracked across the portfolio, with centralized status tracking.
