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Unlink KPI templates to create a custom request to personalize your portfolio company's submissions.


What is a request?

A 'request' is a task assigned to your portfolio company. In Fundwave, you can create requests to ask your portfolio companies to submit metrics or files to your datarooms.

Prerequisites

Create a common template across portfolio templates - see guide.

Step-by-step guide

  1. Go to the asset for which you'd like to unlink the request.

  2. Select 'Monitoring' on the left menu and go to 'Planner' on the top-menu.




  3. You can unlink a request from it's template by clicking on the unlink icon -.




  4. Once unlinked from the template the request cannot be linked back. 




  5. Customize the request for the portfolio asset by clicking on the edit icon -.



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