InvestEngine · Partner Due Diligence

Partner information

Start from the self-report Sheet where possible — import pre-fills the partner details and platform stats so you only fill the gaps.

Self-report form link

Auto-filled when you import from the Sheet below; editable.

Import from self-report Sheet

Pick a partner to pull their submitted details and stats.

Partner name *

Set from the import above, or type it in manually.

Impact ID

Partner type

Website

Declared channels

Context / notes

Reach and engagement for the primary declared channel(s). Pre-filled from the self-report import where available — check and complete.

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.