Intercompany Lead Sharing

Intercompany Lead Sharing lets any company owner or partner in the Qu4tro Labs portfolio send a structured opportunity lead to another portfolio company. Leads flow through the Intercompany Leads tab on the Company Owner Dashboard and the admin pipeline, creating a visible, trackable record of cross-portfolio collaboration.

Each lead captures the sender, the recipient, an optional consortium context, a lead type, and a message. The recipient can accept, reject, or respond, and the sender can mark the lead completed once an outcome is reached.

The lead sharing workflow has three roles and a simple lifecycle:

The Lifecycle

1. 1The sender opens the Intercompany Leads tab and clicks New Lead.
2. 2The sender selects a recipient company, an optional consortium, a lead type, and writes a message describing the opportunity.
3. 3The lead appears in the recipient's Received list with a Pending status.
4. 4The recipient reviews the lead and responds: Accept, Reject, or a written response.
5. 5If accepted, the sender can Mark Completed once the opportunity is realized.

Every lead is categorized by type. The type helps the recipient understand the nature of the opportunity at a glance.

To send a lead from the Company Owner Dashboard:

1. 1Open the Company Owner Dashboard and select your company.
2. 2Navigate to the Intercompany Leads tab in the sidebar or tab bar.
3. 3Click New Lead to open the lead form.
4. 4Select a Recipient Company from the dropdown. You cannot send a lead to your own company.
5. 5Optionally select a Consortium if this lead is relevant to a group effort (e.g. DroneVest, GVP).
6. 6Choose a Lead Type: Cross-Sell / Partnership, Investors / Funding, Resources / Talent, or Other.
7. 7Write a Message describing the opportunity. Be specific: who, what, why it matters, and what action you want the recipient to take.
8. 8Click Send Lead. The lead is created instantly and appears in your Sent list and the recipient's Received list.

When another portfolio company sends you a lead, it appears in the Receivedsection of your Intercompany Leads tab.

1. 1Open the Intercompany Leads tab and switch to Received.
2. 2Review the sender, lead type, consortium context, and message.
3. 3Click Respond to open the response panel.
4. 4Optionally write a response message with your thoughts, questions, or next steps.
5. 5Click Accept to move the lead to Accepted, or Reject to decline it.
6. 6Your response and the timestamp are saved on the lead record for both parties to see.

Every lead moves through a four-state lifecycle. The status badge on each lead card shows where it stands.

If you are a partner or a new consortium member joining the Qu4tro Labs portfolio, lead sharing is one of the fastest ways to create value across the ecosystem:

What You Can Do

1. 1Send cross-sell leads to portfolio companies when you encounter a customer or channel that fits their product.
2. 2Send funding leads when you know an investor or capital source that matches a company's raise profile.
3. 3Send resource leads to share talent, contractors, or operational support across companies.
4. 4Tag a lead with a consortium to surface it in the group's shared context and workspace.

What to Expect

1. 1You will see leads you send in the Sent list and leads addressed to your company in the Received list.
2. 2Recipients are notified through the platform. You can track the status of every lead you send.
3. 3Admins can view all leads across the portfolio, so your contributions to cross-portfolio collaboration are visible.

Share this guide with a new partner, consortium member, or company owner by email. The recipient gets a formatted HTML email summarizing how lead sharing works, with a link back to this page.