Data Collection
Collection layer, built to scale
Streamlined data collection with automated workflows and complete visibility.
Email Collection
Updates captured directly from founder emails.
Founder update emails sent to a dedicated address are ingested automatically - no portals or logins.
Scheduled Requests
Set requests once, collect updates on schedule.
Metrics, frequency and reminders defined upfront - requests go out automatically when data is due.
Template Uploads
Use templates PortCos already have.
Existing templates are configured in-platform so workflows stay intact.
Submission Tracking
See what’s in and what’s outstanding.
Submissions tracked across the portfolio, with centralized status tracking.