Investor Meeting Report

This report contains details about the meeting that have been held and are scheduled to happen related to a Investor.

To download the report, follow the below steps-

1. Click on Reports & Analytics in the main menu.

2. You can access the report from the dashboard by clicking Investor Meeting Report in the Investor panel or from the Investor drop-down menu in the blue vertical bar.

3. The Investor | Diversification window is displayed. Enter the following details:

• From Date: The start date for the period for which you wish to see the meeting report. 
• To Date: The end date for the period for which you wish to see the meeting report. 
• Activity Type: Displays the activity type, i.e., Call, Meeting, or To Do.
• Status: Displays the status of the event, i.e., Planned, Held, or Completed.
• Related To: Displays the meeting relate to Funds, Investor, Portfolio Company, Deal Pipeline, or Organizations.

4. Click on Download Excel button. The excel file will download.