Skip to main content
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.

​
What arrives

Reports land on the Received Reports tab, which is where the page opens. 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.

​
What a report contains

Companies choose which blocks to include and in what order, but the blocks come in fixed kinds, and the distinction between two of them matters more than any other. Financial figures are pulled from connected systems. A financial table names the system each number came from, reading Verified via and then the provider: Stripe, QuickBooks, the bank. Nobody typed those numbers into the report. Written sections are the company’s own words. Key hires, product milestones, customer wins, risks, and asks are written by the company. They are not verified by anything and are not meant to be; they are the context the numbers cannot carry.
When a figure disagrees with what you remember from a previous report, check which provider it is attributed to. Companies can change which source wins for a given metric (see when two sources disagree), and a changed attribution explains a changed number without anything being wrong.

​
What “Verified” covers

A report carries a verification marker in its header, and financial tables carry per-figure attribution. Both are claims about provenance: this number came out of that system, unedited, at the time the report was sent. They are not audit. Vein does not check that a company’s Stripe account reflects its real revenue, or that its ledger is correctly kept. What the marker rules out is the specific failure investor reporting is most prone to: a number that was retyped, rounded, or quietly adjusted on its way into a deck.
A report is frozen when it is sent. It shows what the connected systems said at that moment and does not update afterwards.

​
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, 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 lives here alongside the reports companies have already sent you.
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, key hires, product milestones, and the rest. 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 carry any context or specific asks that the topics do not cover. The schedule 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.

​
Tracking it

A request shows as pending until the company responds, then flips to fulfilled with the report attached. Companies see your request inside their own Reporting page, so nothing depends on an email being noticed.

​
Requests versus data access

A report gives you a point-in-time answer that a company reviewed before sending. Data access gives you an ongoing read that updates without their involvement. Most relationships want the first on a schedule and the second rarely; see request data access for when the second is worth asking for, and schedules and templates for putting the first on a cadence.