How to manage the Data collection hub
With Data collection clients can easily request information from their Portfolio Companies.
We’ve created the flexibility to select file types, KPIs, or information about the portfolio companies’ upcoming financings.
Navigate to Data collection under Tools & Services in the left side bar.
Click View companies to view the list of companies pulled from existing portfolio companies.
Setup global data requirements by selecting all companies or check specific companies
Click Edit data requirements to begin editing
Editing the data requirements
Cap table:
Select whether you are collecting the data from the most recent cap table
For Carta companies that provide cap table access, data can be accessed at any point
Financials:
Select whether to include the profit and loss, balance sheet, and cash flow statement
Key metrics:
Review the default industry standard metrics
Click Add metric to select from a list of 40 industry standard metrics (i.e., ARR, Webb traffic)
Select the data type. For some metrics, the data type will be automatically applied
Remove key metrics by selecting the minus icon ➖ to the right
Forecasts:
Select whether you would like to ask for forecasts of required financials and KPIs
Files:
Check the boxes to request Formation documents and Board deck/Investor decks
Click Save to finalize.