Multiple Points of Contact

Investors can now associate multiple points of contact for any portfolio company request. The primary contact will be in the "to" field with the additional contacts cc'ed. There is no limit to the number of contacts. 

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

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