Mercury Integration

We have launched a direct integration with Mercury

Our users can now sync balances from any Mercury account. We will also automatically calculate the Total Balance for you across all accounts. We currently support the following types of accounts from Mercury: 

  • Checking
  • Savings
  • Treasury

Fundraise Progress Tracker

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

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

Company Selector Upgraded

The company selector for our investor platform received a major overhaul. With a few taps, you can select all companies, particular portfolio segments, or individual companies. Customers can also search for a specific company from the selector as well. 



Automated Currency Conversion

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. 

Upload contacts via CSV

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

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