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

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

New Insights + Insight Builder Experience

We rebuilt our insights layer make it easier to use. We also added new insights and now support 12 insights in total: 

  • Change % (growth between periods)
  • Previous period change (absolute value change between periods)
  • Pervious year
  • Yearly change %
  • 3 period rolling avg.
  • 6 period rolling avg. 
  • 12 period rolling avg.
  • Trailing 3 periods
  • Trailing 4 periods
  • Trailing 6 periods
  • Trailing 12 periods
  • Cumulative Total

Formulas

These new insights can also be used in any formula expressions that you may be using. 


See it action below!


Y Axis Formatting

We now format the axis automatically depending on the format of the respective metric(s)

Note: If you are charting multiple metrics with different formats we will not format the axis. 

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