How to send data collection requests
Navigate to Data collection under Tools & Services in the left side bar
Click View companies
Select one or all portfolio companies that you would like to send a request
Click Request information
Select a due date and click Next: request email
Add any additional context to the message
Review and select the recipients to be cc'd in the request emails
Click Send requests
Tips for better response rates
Send requests once for better tracking of information and to minimize the disruption to your portfolio companies.
Send requests 20+ days after quarter's end to provide companies sufficient amount of time to close their books.
Provide companies at least 10 days to complete the request.