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 metrics.
Requests arrive on your Reporting page under Requests, not in your inbox, and
you are notified in Vein and by email. Each one shows who asked, how many
topics they want, when they asked, and either a due date or “No due date”.
Open the Requests tab on the Reporting page. Requests can be filtered by status: pending, fulfilled, declined, or expired.
2
Check what is being asked
Look at the topics before you start building. If the investor named metrics
you do not currently produce, that is worth resolving first rather than
estimating.
3
Respond
Press Respond on a pending request. The editor opens with a block already
in place for each topic the investor asked for, and a counter shows how many
of the requested topics you have answered. Add whatever context you want
beyond the ask; a request sets a floor, not a ceiling. If you leave before
you finish, the request shows Continue draft next time.Responding is limited to admins and owners. A member sees “Admin only” in
place of the button and can ask an admin to respond.
4
Send it back
Sending marks the request fulfilled and attaches the report to it. If some
requested topics are still unanswered, Vein lists them and asks you to
confirm before it sends. 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 Written Update 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.
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If the investor named metrics\nyou do not currently produce, that is worth resolving first rather than\nestimating.`})}),_jsxs(Step,{title:`Respond`,children:[_jsxs(_components.p,{children:[`Press `,_jsx(_components.strong,{children:`Respond`}),` on a pending request. The editor opens with a block already\nin place for each topic the investor asked for, and a counter shows how many\nof the requested topics you have answered. Add whatever context you want\nbeyond the ask; a request sets a floor, not a ceiling. If you leave before\nyou finish, the request shows `,_jsx(_components.strong,{children:`Continue draft`}),` next time.`]}),_jsx(_components.p,{children:`Responding is limited to admins and owners. A member sees “Admin only” in\nplace of the button and can ask an admin to respond.`})]}),_jsx(Step,{title:`Send it back`,children:_jsx(_components.p,{children:`Sending marks the request fulfilled and attaches the report to it. 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