Ready-made request · Fundraising and investors
Document checklist: Monthly portfolio company reporting
Who asks whom: The investor to the startups in their portfolio
Useful for: Investors and funds Large company
5 documentsRecurring, every monthFree
Free. You can change everything before sending.
The 5 documents to request
- Revenue for the monthIn euros, excluding VAT.Written answer
- Cash at the end of the monthThe balance of your bank accounts on the last day of the month.Written answer
- HeadcountThe number of people in the team at the end of the month.Written answer
- Highlights of the monthDeals signed, hires, difficulties, where you need help: a few lines are enough.Written answer
- Reporting fileYour usual dashboard, if you have one.Any format · Optional
Suggested recurrence
A campaign built on this ready-made request is meant to go out again every month. Once set up, it goes out again on its own on the planned date; recurring documents are included in Unlimited and Business.
How it works
- List the documents you need, and their format. With this ready-made request, the list is already done.
- Add the people. Everyone sends the same thing, or each their own.
- Set the deadline and how often to remind them. Done.
Everyone gets a personal link by email or text message. No account to create, no app to install: they snap their document with their phone. Invitations and reminders go out between 9 am and 7 pm (Paris time), never on Sundays or public holidays, and stop as soon as the person has sent everything.
Frequently asked questions
Which documents should you request (monthly portfolio company reporting)?
This ready-made request lists 5 documents: revenue for the month, cash at the end of the month, headcount, highlights of the month, reporting file.
Do the people need to create an account?
No. Everyone gets a personal upload link by email or text message, with no account to create and no app to install.
Can I change the list?
Yes. Before sending, you can add, remove or rename a document, and change its format or its instructions.
Is this ready-made request free?
Yes. The ready-made request is free, and so is the Free plan: one campaign at a time, 5 contributors, email reminders.
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Ready to send it?
Free. You can change everything before sending.
Updated on October 3, 2026