Founders, you can now quickly see fundraising progress in any of your fundraising pipelines.
You are able to toggle between any stages and we will show you the % towards your defined round size.
Founders, you can now quickly see fundraising progress in any of your fundraising pipelines.
You are able to toggle between any stages and we will show you the % towards your defined round size.
Multiple fundraising pipelines are now supported.
Multiple pipelines are great for adding downstream investors for later rounds or saving a snapshot of prior rounds. You can read how to create multiple pipelines here.
You can now export your Portfolio Reports directly to Excel.
We now support automated currency conversion for portfolio company metrics. Companies can report in their local currency and it will be converted to the fund's reporting currency.
You'll have the option to use the companies local currency or converted currency in any part of the app where metrics are used.
Founders using the Fundraising CRM can now see the activity log at the investor record.
Customers can now change exactly when any of their integrations are refreshed. Read more in our knowledge base.
Admittedly, this one took us a bit to get to but it is finally here! Users can now upload up to 200 contacts at once via CSV. Read more in our knowledge base here.
We just added Multiple selects new property type for both the investor and company products.
For Companies
You can now use Multiple selects as a custom fundraising property to use in your pipeline.
For Investors
Multiple selects are now supported as a custom property for your portfolio company profiles. Multiple selects can be used in tear sheets, filtering, reports and segments.
You can now embed videos directly in Updates. We currently support the following video providers:
We will play the video directly in an Update when viewed on Visible or via a shared link.
When delivered via email, we will show a GIF preview if supported by the player as well as a play icon. This will take the recipient directly to the video.