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[Sep 2026] [Group-Level] A new Questionnaire is now available for portfolio companies

A new Questionnaire is now available to send to portfolio companies.

  • Send and track: Send the built-in questionnaire to any number of portfolio companies with a mandatory due date, and track delivery and completion status for every instance from a Tracking Dashboard.

  • Guided fill experience: Respondents answer Yes/No and free-text questions, attach evidence, and follow conditional questions grouped into categories, with tabs for Unanswered, Mandatory, and My questions. Answers save automatically.

  • Question owners and collaborators: Assign each question to an owner and collaborators from your registered users, who are notified and can be reassigned or removed.

  • Due-date extensions: Portfolio companies can request an extension to their due date, with a reason required and reminders recalculated accordingly.

  • Automatic notifications: Invitations, reminders, and submission confirmations are sent automatically to keep respondents on track.

Availability: Available to parent-company accounts with the Questionnaire license, enabled per account. Contact your CYE account team to enable it.

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