Customers can now create and manage custom properties for their fundraising pipelines. Current users can read more here!
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.
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!
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!
An example of some of the queries a founder can perform:
We just added Multiple selects new property type for both the investor and company products.
You can now use Multiple selects as a custom fundraising property to use in your pipeline.
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 export contacts to .csv. We'll include:
Read more in our knowledge base.
We launched new insights for any of your metrics in Visible. We now help calculate:
These new insights are supported in the formula builder, metric alerts and soon to be in the chart builder as well.