Image Hyperlinks and Update Improvements

Images included in Updates can now have a hyperlink attached to them. Just upload and image and select the link icon.

When the image is clicked, the viewer will be taken to the respective URL.

While you have always been able to select an element in an Update and remove hitting backspace, we added an icon to the UI as well to do with your cursor.

Custom Properties

Custom properties are now live in the UI. In your portfolio click the secondary dropdown and create custom properties for your portfolio. Properties can include: 

  • Numbers
  • Percentages
  • Currencies (Full currency support)
  • Dates
  • Short/Long Text
  • Dropdowns
  • URLs

Advisor Role Permissions

Want to share specific portfolio companies with advisors, mentors or individuals that work closely with your portfolio companies but don't want them to get full access? Advisor Roles are a perfect fit for you!

Advisors can belong to many portfolio companies. They can only see information at the portfolio company level.

Advisors can not see:

  • Dashboards
  • Reports
  • Metrics
  • Settings & Contacts

Advisors can see:

  • Companies they have explicit access to and their respective portfolio profile information

Reports

Our new report builder allows you to create and save reports for your portfolio. Reports will provide instant insights into company performance and custom views -- great for weekly meetings! 


In our initial release, reports can include: 

  • Metrics
  • Metric Insights for changes between periods -- % and actual (WoW, MoM, QoQ and YoY) 
  • Custom Properties
  • Request Metadata
  • Sorting

Google Shared Drives Now Supported

We just updated to Google's latest Sheets API. Yes, we did so because the current version is being deprecated in April ;) However, that means it comes with some new benefits!

  • Sheets stored in Shared Drives (fka Team Drives...make up your mine Google!) are now supported
  • Sheets that have cells containing Google Finance functions and other scripts are now supported

If you are looking for some help, make sure to check out our Google Sheets 101 Guide.

Fixed Update Header

Update headers are now fixed when you scroll. Easier to Send Updates & change Update settings if you are at the bottom of the Update.

Table Styling

You can now style tables! Easily bold important rows or add alternative colors to your rows.

  • When creating or editing a table, uncollapse a metric and select bold.
  • Toggle on row striping and select a color of your choice.

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