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

Outlook email rendering improvements

Update recipients who are using a Windows desktop version of Outlook will have a better consumption experience of Visible Updates.

The following Windows desktop versions should be improved:

  • Outlook 2019
  • Outlook 2016
  • Outlook 2013
  • Outlook 2010
  • Outlook 2007 (lets be honest, if you are 2007 should you be investing in technology startups?)