InvestEngine · Partner Due Diligence

Partner information

Who is being assessed and how we found them.

Partner name *

Partner type

Website

Declared channels

Context / notes

Self-report form link

For traceability only — paste the link to their self-report submission. No integration; cross-referenced by hand.

Reach and engagement for the primary declared channel(s). (Fields reconstructed — align with the source tool if they differed.)

Primary platform

Followers / subscribers

Average views / reach per post

Engagement rate (%)

Primary audience location

Account age

Other platform stats

Team-verified checks — internal evidence and judgement, not partner self-report.

Reviewed by *

Date reviewed

Applies to every answer below.

Manual open-and-log workflow — run the search, record what you find.

Reviewed by

Date checked

Known alias(es)

Included in the search string below. Uses the partner name from step 1 as the primary term.

Search string

Findings *

Requires Compliance escalation? *

Runs the assessment through Workers AI for a recommended verdict.

Ready to analyse the assembled assessment.

Review everything, then save the record.