Update investment records in shared reporting table on change
Update investment records in shared reporting table on change
Source investment entries can go out of sync, leaving analysts without current status. Keep the shared investments table updated so reporting and follow-ups reflect changes same day.
Overview
Out-of-sync portfolio records slow decisions and create reporting gaps for founders and analysts. This flow keeps your central investments table current so reporting and outreach reflect source changes within minutes, improving same-day follow-ups.