Once an update has been submitted using a KPI Update Request Link, you'll see the update listed as "pending review/approval" on the company's Updates & KPIs page under the section for Updates. You can also find it listed on the Request Updates tab of the KPIs section.
To approve an update:
- From the Request Updates tab of the KPIs section, click on the date box for the update marked as (pending review/approval) in the Last Update column. Alternatively from within a company record, edit the update by clicking the pencil icon next to it on the Updates & KPIs page.
- Make any changes, as necessary. Any notes submitted through the form will be private as long as they remain under the Admin - Private section.
- Save and Publish/Approve to make the Update accessible to all activated investors who have invested in the particular company to which the Update pertains, whether it be directly, through a fund or via another entity.
Note that the value of any portfolio-wide KPIs in pending updates will not be included in aggregate totals for Portfolio KPIs. Only approved Updates count toward the Portfolio KPIs.
Note that KPIs and Updates are only available to Enterprise accounts and their members.