Company status updates

Post rich-text status updates on a portfolio company, schedule them for a future date, and collect threaded comments from your team.

Status updates let you post rich-text notes on a portfolio company so your team, and optionally the company itself, can read and comment on them. Use them to record meeting takeaways, capture month-end commentary, or share progress on a company-specific initiative.

Overview

Each update is attached to one company. You can:

Format the body with the rich-text editor (headings, lists, links).
Pick a post date that controls how the update is dated and ordered.
Choose whether the update is visible only inside your workspace or also to organizations the company is shared with.
Reply in a threaded comment thread.

Status updates appear in two places:

The company's Overview > Status Updates tab, scoped to that single company.
The workspace Status Updates feed at /org/status-updates, which shows updates across every company you can access.

Find status updates

Open the feed from Company > Overview > Status Updates. The page lists every update on that company that you have permission to see, newest first, paginated 20 at a time.

To see updates across all your companies, go to Status Updates in the main workspace navigation.

Post a status update

Open Company > Overview > Status Updates.
Click New Update. A side panel opens with the editor.
Set Visibility. Internal keeps the update inside your organization. Shared makes it visible to organizations you have shared the company with.
Set the post date with the date picker. The post date is what shows on the card and what the month filter uses, so set it to the date the update represents (for example, the date of the meeting you are summarizing).
Write the update in the rich-text editor. You can use headings, bold, italic, bulleted and numbered lists, links, and horizontal rules.
Click Post.

The update appears at the top of the feed. Cards show the author name, the author's organization, the post date, and the visibility badge. Body content is capped at 50,000 characters once serialized.

Schedule a post date

The post date is independent of the creation timestamp. You can set it to a past date to back-date a meeting note, or to a future date if you are drafting an update tied to an upcoming event. The card shows the post date you chose, not the time you clicked Post.

The feed is ordered by creation date (newest first), but the All months filter uses the post date. Pick a month to narrow the feed to updates with a post date in that month.

Edit or delete an update

Click the menu on the right side of the update card.
Choose Edit to change the content, visibility, or post date, then click Save.
Choose Delete to remove the update. Deletion is permanent and removes the update from every feed it appears in.

You can edit or delete an update only if you authored it, or if you are an Owner or Admin in the same organization that authored it.

Comment and reply in threads

Click the Comments row at the bottom of an update card to expand the thread.
Use the compose box to write a comment. Type @ followed by a teammate's first or full name to mention them and send an inbox notification.
Click Post to add the comment.

Comments load on first expand and stay visible while you scroll. The comment count next to the Comments label updates as comments are added or removed.

To edit or delete your own comment:

Hover the comment to reveal the actions menu.
Click Edit to change the text, or Delete to remove it.

You can only modify your own comments. Comment text is capped at 5,000 characters once serialized.

Choose visibility

Visibility controls who outside your organization can read the update.

Internal: only members of the authoring organization with access to the company can see the update.
Shared: members of any organization that has shared access to this company can see the update. Use this when you want the company itself, or a partner organization, to read what you posted.

To change visibility on an existing update, edit it. Switching from Shared to Internal hides the update from other organizations immediately. Switching from Internal to Shared makes it visible to them on the next page load.

Notifications for mentions

When someone @mentions you in a comment, you receive an inbox notification titled "[Author name] mentioned you in a comment" with a preview of the comment text. Clicking the notification opens the company status updates page with a deep link that auto-expands the matching update and scrolls to the highlighted comment.

Mentions only resolve to users who have access to the company under your organization's permission rules. Members on limited company access who are not assigned to the company will not receive the notification, even if their name matches.

Permissions

Action	Owner	Admin	Member (write access)	Member (read access)
View updates on a company	Yes	Yes	Yes	Yes
Post a new update	Yes	Yes	Yes	No
Edit any update on the company	Yes	Yes	No	No
Edit your own update	Yes	Yes	Yes	No
Delete any update on the company	Yes	Yes	No	No
Delete your own update	Yes	Yes	Yes	No
Comment on an update	Yes	Yes	Yes	No
Edit or delete your own comment	Yes	Yes	Yes	No
Edit or delete another user's comment	No	No	No	No

Members on limited company access can only see, post, and comment on updates for companies they are explicitly assigned to. Members of organizations the company has been shared with can see and comment on Shared updates only.

Limitations

Update body is capped at 50,000 characters once serialized to JSON.
Comment body is capped at 5,000 characters once serialized to JSON.
The feed loads 20 updates per page. Click Load more to fetch older updates.
Comments load when you expand a thread, not on initial page load.
@mentions match against members of the authoring organization only. You cannot mention users in other organizations, even on a Shared update.
Deleting an update or a comment is permanent and cannot be undone.
The post date and visibility filter only apply to the in-page feed. They do not change what other users see.
Updates are ordered by creation date in the feed, not by post date.

Overview Dashboard

Company inbox