WIND Ventures

Admin

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Manage Radar Reports
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Update LP Reporting PortCo Notes
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Update LP Reporting PortCo Financials
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Record Transaction
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Manage Records

Weekly Meeting Checklist

    Data Health Alerts

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    Recent Activity

    Portfolio Notes — Weekly Update

    Edit the Progress and Next Milestone shown on the LP Reporting per-company cards. Tab through rows, save when done. Only changed rows are written.

    Bullet format: each line you type becomes a separate bullet on the LP Reporting card. Press Enter to add a new bullet. Leading •, -, or * markers are auto-stripped, so you can paste from any source.

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    Manage Records

    Edit existing portfolio companies, review the full Companies and Transactions registers, or remove records. To add a new company or transaction, use the Record Transaction card on the home dashboard.

    Edit Existing Company

    All Companies

    Company Name Legal Name Status Industry WIND Lead Contact Actions
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    All Transactions

    Company Date Round Type WIND Investment Ownership % Actions
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    Record Transaction

    Select the type of action below. The form will adapt to show only the fields needed for that path.

    Company Details

    Transaction Details

    Update Operating Performance

    Revenue and EBITDA data for active portfolio companies. Yearly figures (2020-2025) and quarterly (2026 Q1-Q4).

    Add Radar Report Entry

    Radar Report Entries

    Team Member Date Company Actions
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    Active Team Members

    Data Connectivity Check

    Full Activity Log