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Reports are the main thing that passes between a company and its investors in Vein. They arrive on your Requests page, whether or not you asked for them, and when something is missing, a request is how you name it.

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What arrives

The Requests page has three tabs: Received Reports, where the page opens, Ad-Hoc Requests, where the asks you have made are tracked, and Schedules & Templates. Reports land on Received Reports. Above the list, three counts summarise it and a filter divides reports by where they came from: That split is worth paying attention to. A company that only ever appears under Fulfilled Requests is one you are pulling information out of; a company that appears under Proactive is reporting on its own initiative. The difference tends to say more than any single metric inside the reports. The search box matches company name and report title together, so you can find “Q3” across the portfolio or everything from one company without changing filter.

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What a report contains

Companies choose which blocks to include and in what order. Financial blocks show the company’s figures, such as a table of metrics or a chart with its source line beneath it. Written sections (key hires, product milestones, customer wins, risks, and asks) are the company’s own words: they are context the numbers cannot carry.
A report is frozen when it is sent. It shows what the company’s figures said at that moment and does not update afterwards.

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Ask for a report

A request names what you want rather than sending a blank prompt. The company knows exactly what to produce, and you get answers in a comparable shape across the portfolio instead of a different format from every company. Requests are built as a five-section form (Select Companies, Select Topics, Request Details, Schedule, and Review & Send), and one request can go to several companies at once, which is what makes the results comparable.
1

Open Requests and start one

Every ask you have made is tracked on the Ad-Hoc Requests tab, alongside the reports companies have already sent you on Received Reports. Creating a request is limited to admins and owners.
The Vein Requests page for investors with the New Request button highlighted

Press New Request, top right.

2

Select companies

Tick every company this request should go to. Sending one request to five companies is what gets you five answers in the same shape; building five separate requests rarely does.
The Vein new request form, showing company selection and topic selection

The request form. Sections track down the right-hand side; the progress card shows what is still required.

3

Select topics

Topics are what the company should cover: financial metrics, customer and pilot wins, partnerships, product milestones, key hires, fundraising, risks, asks, and Custom Questions of your own. The company sees your selections and gets a block for each topic in their report, so a topic here becomes a section there.
Asking for fewer topics, consistently, is worth more than asking for everything once. Consistency is what makes the portfolio comparable quarter over quarter.
4

Add details and a schedule

Request details set the due date and carry any context or specific asks that the topics do not cover. Choose No due date for a request that should stay open until the company answers, such as an onboarding report for a company that joins late. The Make it recurring section is what turns a one-off into a standing request, so you are not rebuilding the same ask every quarter.
5

Review and send

The final section summarises what is going to whom. Companies and topics are both required, and the progress card tells you what is still missing before the request can go.

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Tracking it

A request shows as pending until the company responds, then flips to fulfilled with the report attached. A request with a due date that passes unanswered becomes expired; one with no due date stays pending. Companies see your request inside their own Reporting page, so nothing depends on an email being noticed. When a company hasn’t responded, open the request and press Send reminder, or press Remind pending above the list on the Ad-Hoc Requests tab to nudge every company in the current view that still owes you a report. The company gets a notification in Vein and an email. Each request can be reminded once every 24 hours. For putting a request on a cadence, see schedules and templates.