Investees
Track who still owes data, upload portfolio-company submissions, and approve them.
The Investees screen is where portfolio-company data comes into the platform and where you see, at a glance, who has reported this cycle and who has not.
Investees do not log in. Your team uploads their data on their behalf — that is a deliberate design decision, not a gap.
Who still owes data
The list is scoped to the active reporting cycle and carries an awaiting-data counter with a matching filter, so you can narrow straight to the companies still outstanding.
Each row shows the company's reporting status for the cycle and its data-quality status, using the same four-state badge used everywhere in the platform:
| Badge | Meaning |
|---|---|
| Clean | Checked, no findings |
| Warnings | Checked, findings that can be acknowledged with a reason |
| Errors | Checked, findings that block approval |
| Not run | No check has been run — honestly distinct from a failure |
Uploading a submission
Submissions can be uploaded as Excel, CSV, Word or PDF.
Every submission is recorded against a reporting period, which is required.
Choosing how re-submitted data is merged
When data comes in for a company and period that already has figures, you choose what happens:
| Mode | What it does |
|---|---|
| Replace | The new file's figures replace what was there |
| Update | Values present in the new file overwrite; the rest stay |
| Fill gaps | Only genuinely blank values are filled — a real value, including zero, is never overwritten |
Bulk upload
Upload many investee files at once. Each file is matched to a portfolio company by its file name. An ambiguous or unmatched file always asks you to choose rather than guessing.
Submitting clean data directly
If you already know a file is clean, you can submit it straight from the investees list.
Reminders
Send reminder emails to investees on demand from this screen. Reminders also fire automatically when a new reporting period opens. A 72-hour re-send guard and a daily cap stop anyone being spammed. The contact address is held on the portfolio-company record.
The investee record
Opening a company shows, per period:
- The submissions received and their status.
- Completeness, expressed as "N of M expected" KPIs.
- Which expected KPIs were not reported.
- Approve and reject actions directly on the submissions table. The approve confirmation reflects the data-quality state before you commit.
Completeness is currently counted against all investee-level KPIs, rather than only the ones each individual investee owes.
Correcting a flagged value
A flagged value can be corrected in the platform before approval, with a mandatory reason. The platform keeps an append-only record of the original value, the corrected value, who changed it and why — and approval re-runs the quality check against the corrected data, so a correction is re-validated rather than trusted.
The primary correction route is still to fix the source spreadsheet and re-upload. In-app correction exists for the cases where that is not practical.
Linking investees to LPs
Each portfolio company can be linked to the LP it reports to, and the list can be filtered by LP.
The link exists and filters the list, but report generation and fund roll-up still draw on every approved submission in the fund for the period, rather than only the selected LP's companies. Scoping report source data by LP is still outstanding.