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

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

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.

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!


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