Request what matters.
Keep multiple reporting contacts, choose monthly or quarterly cadence, and select preset or custom figures. Add your own named written sections, instructions and required responses.
Matter Heard · Data Reporting
Portfolio updates.
Without the chase.
Ask for the figures. Collect the documents. Keep each company’s update in one place.
Monthly or quarterly reporting for investment teams. The company’s task stays an email reply, with no company account or portal.
Private test Access is restricted to authorised testers. Sign-in may deny access. Public purchasing is not open.
The email is the form.Example request
Hi team,
Please reply with your figures and attach the requested reporting documents.
Example period: 1 July–30 September 2026
Quarter amounts only. Balances and headcount at period end.
- Revenue · this quarter
- ___
- Cash · at 30 September
- ___
- Employees · at 30 September
- ___
Your team chooses the figures, written sections and documents for each company. Required responses and definitions travel with the request.
Reply with figures. Attach documents. No company login.
A little setup.
A clearer reporting cycle.
Set up each company’s reporting profile, review its replies and export the updates you approve.
Keep the source beside the figures.
Review manually recorded replies, check missing information and resolve conflicts. Approved versions remain available when a later correction needs review.
Take approved data with you.
The reporting package brings together an Excel workbook, structured JSON and approved documents. Reporting dates, currency, definitions and source references stay attached to the data.
Use your own services.
Planned connections use Microsoft 365 or Google Workspace for mail, and SharePoint or Google Drive for archiving. Automatic email collection and cloud archiving are still in development.
What private testing means
The build supports request drafts, manual reply review and approved exports. Automatic sending, mailbox intake, scheduled reminders and cloud archive jobs are still in development. Billing awaits setup and live verification. No mailbox or storage connection is activated by opening the private test.
A separate subscription for your team
Choose how you pay.
Keep your reporting rhythm.
Monthly billing
€20 / month
Annual billing
€200 / year
These are the Data Reporting subscription prices. Public checkout is not open during private testing, and no trial starts automatically. Monthly or annual billing is independent of each company’s monthly or quarterly reporting.
Your team has the account.
Companies reply by email.
Only the investment team subscribes. Portfolio companies do not create an account or pay to respond.
Data Reporting and Whistleblowing share the Matter Heard brand. Their accounts, permissions, records and subscriptions remain separate.