Fill an investor’s request for specific metrics over a specific period.
A report request is an investor asking for named metrics over a named period. It
is different from an open-ended email in one useful way: the ask is structured,
so you can see exactly what is wanted and Vein can pre-fill most of it from your
connected sources.
Requests arrive on your Reporting page under Requests, not in your inbox.
Each one shows who asked, what they asked for, and the period they want
covered.
Open the Requests tab on the Reporting page. Requests are filtered by status: pending, fulfilled, declined, or expired.
2
Check what is being asked
Open the request before you start building. If the investor named metrics
you do not currently produce, that is worth resolving first, usually by
connecting the provider that supplies them rather than by estimating.
3
Build the report against the request
Create the report from the request so the metrics and period come across
already selected. Add whatever context you want beyond the ask; a request
sets a floor, not a ceiling.
4
Send it back
Sending marks the request fulfilled and attaches the report to it. The
investor sees the change in their own Requests view, so nothing depends on
an email being noticed.
If several investors ask for overlapping things each quarter, build the fuller
version once and send it to all of them. Fulfilling three similar requests
separately is the most common way companies lose an afternoon.
Send what you can and say what you are withholding in a qualitative block. A
partial report with an explanation is more useful to an investor than a delayed
complete one, and it keeps the request from sitting open as though it were
forgotten.
