Requesting data from a company

How to Send a Data Request

1. Navigate to the company's page

2. Click "Request Data"

3. Enter the request recipient’s email (CFO, founder, or finance lead)
• It’s best if the recipient is someone who can connect company data to Verified Metrics
• The recipient’s email address needs to match the company’s website/domain (this is for security purposes, to ensure recipients are actually associated with your company)

4. Click "Send request"

What Data Can Companies Share?

• Accounting data (QuickBooks, Xero) - enables automated Excel models and AI chat

• Banking data - unlocks access to bank account balances

• File uploads - key financial statements, cap tables, documents

Tracking Your Requests

• Request Pending: Invitation sent, waiting for response

• Data Being Shared: Company has shared data - you will also see what kind of data the company has connected

• Request Declined: The invited user from the company declined to share data - if you think this was a mistake, you can always create a new request

What If They Don't Respond?

1. Resend the invitation the email could get lost in the shuffle - you can always resend the invitation in Verified Metrics in the company overview page

2. Follow up personally via email or phone - a direct message from you often works better

3. Try a different contact - you can send a request to a different contact anytime from the company overview page

4. Check if email bounced - verify the email address is correct

Common Issues

• Check spam folder

• Verify email address is correct

• Try different contact at company

• Share our help article on data security

• We're SOC 2 compliant with bank-level encryption