Outlook Desktop Line Spacing

Fixed an issue where some Desktop Outlook clients were not creating spacing or line breaks.

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

Chart Annotations

Pushed a fix that for an edge case where the save button for annotations was being cut off.

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.

Contact Search

Fixed a pesky bug where if you were searching contacts after page one we would not return any results

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.

Sync Contacts with Fundraising

Users can now create, edit and sync their contacts for any investor records in our Fundraising CRM.

Pro-tip: This is great for sending potential investors in your pipeline with Updates before, during and after your raise.

Contact Activity Feed

You can now see the Activity Feed for any of your contacts. Simply click on a contact from your Home Activity Feed or navigate to Contacts and select a contact.

We'll show you how they are engaging with your Updates & Dashboards. We'll continue to add more events over time as well!

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