Request for Information Dashboard Improvements

What’s new?

Portfolio Insights clients now have a more granular view of the requests for information they send to their portfolio companies. The request for information dashboard has been upgraded to include document type and status for each portfolio company, as well as a timestamp of the portfolio company’s last submission.

Along with making the request for information (“RFI”) dashboard more granular, it’s possible to configure exactly what is requested of each company, lessening the burden on portfolio companies and ensuring a streamlined process. Click here to learn more about RFI configuration.

It’s also now possible to cc multiple people on RFIs, ensuring anyone and everyone from your team is kept apprised of the quarterly collection process.

Questions?

For more information regarding the RFI dashboard, or Portfolio Insights, please reach out directly to your Portfolio Insights account manager or portfolio-kpi@carta.com.