Portfolio Company Reporting Bot
Automate quarterly data collection from portfolio companies
What This Automation Does
How It Works
Quarterly Report Cycle
Calendar trigger at start of reporting period
Data Request Emails
Automated data requests to portfolio company contacts
Wait 5 Days
Initial response window
All Data Received?
Track which companies have responded
Follow-Up Reminders
Automated reminders to non-responders
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$1,499
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
No payment required — our team will finalize scope and pricing during the call.
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