principal-reporting
Elena Varga09:02
Before the principals meeting, show me where the Q3 update stands and what is still missing.
Portfolio AgentPortfolio reporting09:02
Principal update, Q3 2026, direct holdings
SectionStateDrawn fromRecord
Portfolio company updatesCompleteMonthly updates, Jul to SepPortfolio records
Aldgate Payments KPIsWaitingSeptember update not receivedRequest 2 sent
Capital calls and distributionsCompleteFund notices, Jul to SepDrive, notices folder
Pipeline and new commitmentsComplete2 closed, 3 in diligencePipeline records
Holding valuesPartner reviewAs approved at the Q3 reviewPartner thread
Decisions for the principalsComplete3 items from the pipelineMeeting notes
One update still with a company
Aldgate Payments has not sent its September update, requested twice, last on 24 September. Every other section links back to the record it came from.
The pack is a view of the record, so a correction happens on the record.
Message principal-reporting