Collecting data from portfolio companies is one of the most repetitive jobs in fund ops and it still runs on email chains and manual follow-ups. The new Data Collection flow puts the entire process on autopilot.

Set the cadence once. Choose the frequency, send date, and due date. Requests go out automatically on schedule, every cycle.

Target the right companies. Filter by fiscal year, fund, or sector, select the companies you want, and move on.

Ask for exactly what you need. Pick the documents you need uploaded, the metrics you want reported, and the questions you want answered, all in one request.

Send and follow up on autopilot. Customize the outgoing email, set automated reminders for non-responders, and get notified when companies submit.

Preview before it goes out. See exactly what your PortCos will see and send a test request before anything goes out.