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!


Updated Metric UX

We gave the metric section a refresh and update. The improvements will make it easier to search, sort, categorize and create new metrics for both investors and companies alike. 


For Investors

Portfolio Company metrics now live in the Metrics tab and are called Portfolio Metrics. They behave exactly the same as they did before but it is not easier to navigate to all metrics, search individual companies, and more!  



For Companies

The major addition for companies is the ability to view all of your metrics in the same tab. 

We also moved the "+New data source" button to the top right of All metrics to be more uniform and consistent with the entire application experience. 

Refreshing integrations if far more obvious now as well!


Visible Connect

Visible Connect is our curated investor database and now live. Read the full announcement on our blog

An example of some of the queries a founder can perform: 

  • Filter an investors by stage 
  • Check Size Range
  • Geographic focus
  • Industry & Section
  • If the data is verified (submitted by the investors and vetted by Visible) 
  • much more! 

Multiple select now supported

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 profilesMultiple selects can be used in tear sheets, filtering, reports and segments.

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