Select the Information Requests tab
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Select Add Request

Name the request: We recommend including the year and type of request: monthly (2020-Nov), quarterly (2020-Q3), semi-annual (2020-1H), or annual (2020-Annual). Please note that the name of the request will be visible to recipients.

Select Reporting Period: This refers to the segment of time for which data will be requested.

Enter in the End Date: This refers to the last day of the reporting period for which you are requesting. For example, for Q3 requests the end date is 9/30. This will automatically populate the “Start Date” of 7/1.

Enter in the Due Date: We recommend 45 days after quarter-end and allow 2-3 weeks for completion.

Select Primary Contact: If a company has any issues, questions, or concerns this is the person at your firm that they will be directed to.

Select Template to pull in an existing Information Request template or scroll down to set up a request from scratch. See this article on how to set up an info request template

a. Select which companies should receive this Information Request. Companies can be pulled in bulk by selecting custom tags which are created & assigned on the Portfolio tab. See this article for information on adding custom tags. *Note If a subset of companies have an atypical fiscal year end, these should be included in a separate Information Request.

9. b. *Note If you are creating a new information request and not creating the request from a template: you will have the option to choose to include portfolio companies that have all the custom tags selected, or to include all portfolio companies with at least one of the tags selected.

Select the relevant Documents you would like to request. You have the option to add custom documents and make them required or optional.

Select the relevant Metrics you would like to request. You have the option to add custom metrics and make them required or optional. *Note that any metrics added on this screen will be sent to all companies associated with this Information Request. If certain companies are required to report additional custom metrics, these can be added on a per company basis after the initial Information Request is created. See this article on how to add custom KPIs to an info request.

Advanced Settings: If Auto-Generate Tear Sheets is toggled on, a new batch of tear sheets will be created for the associated companies and updated metrics will populate in as the requests are completed. After the Information Request is sent out, the system can send Automated Reminders out to the portfolio companies who have not yet completed the request. Here is where you can set the preferred cadence of these reminders.

When all above parameters have been set, click Add Request.

The request can then be seen under the Information Request tab as a Draft. Clicking into the request here will allow you to make any edits, add custom metrics and eventually send out the request. See how to add custom metrics and how to send an information request for more information