If you have already filled out a similar request in the past on the platform, you can just auto-fill the answers from the previous responses.
- Navigate to "Diligence" > "Projects" > "In-progress"
- Select a project row
- Open the project and click on the "Questionnaire" tab, and click on "Auto-fill
- The pop-up will allow you to choose between auto-populating responses from your most recent submission, or from another project on the basis of exact match concept. You can select if you would like to autofill All Categories or just some of them:
- If the project received is for a particular fund/product, you may also see a slightly different view of the pop-up window where you can auto-fill from a particular product:
Note that this can only be used if the investor has sent across the same questionnaire across different products. Some data, such as AUM and Track Record tables, are specific to each product/fund and thus will not be auto-filled.
You can also refer to a short video here: