You are invited.
Welcome to the Insight Circle.
The Insight Circle
We are thrilled to have you join our exclusive group of trusted partners and be the very first to test our newest feature: the Questionnaire/Framework Builder.
We’re here to make that path simpler, smarter, and tailored to their unique business model — with tools that meet real operational needs, not just reporting requirements.
Duration
The duration of the testing phase is 2 weeks.
Each week will be focused on a single feature which you will test, and we will gather feedback on.
We will send you specific instructions that explain what to test and how to do it. You will access the system and complete the testing using the instructions
Additionally, we will invite you to short feedback calls to gather your insights directly.
Timeline
Setting up your account as a Fund/Portfolio Company
Goal: Familiarization with the system and onboarding process. Evaluate the difficulty of building questionnaire from scratch.
User Tasks:
- Setting up your account as a Fund/Portfolio Company
- Questionnaire creation
Week 2
Export from Standards; Distribution, collection, and analytics
Goal: Adding questions using pre-existing frameworks; Test the full workflow from questionnaire distribution to response collection.
User Tasks:
- Export from Standards
- Distribution, collection & Analysis
Thank you for being part of theInsight Circle.
We look forward to having you on board and helping us shape what’s next!
