A set of refinements across Monitoring and Pulse focused on more complete reports and faster day-to-day capture.
Fund Reports With Underlying Companies
Fund reports can now optionally include every underlying company held by the fund. Each company is rendered with its header, metric cards, valuation chart, operating data, and current-period note in a single document.
The toggle lives next to Export PDF in the report header. When a fund holds more than five companies, an in-page index keeps navigation to a single click. The PDF paginates per company, so the on-screen and printed views stay aligned. The view defaults to pro-rata.
Drag, Drop, Paste
Capture in Pulse is now substantially faster:
- Paste or drop a screenshot into a meeting note and it renders inline with the rest of the content.
- Drop a PDF onto a GP, fund, co-investment, or LP files tab and the upload sheet opens with the entity prefilled.
- Drop a file onto an open note and it attaches to the draft.
Note attachments are now tracked as unsaved changes, so closing a sheet mid-edit prompts to save instead of silently dropping the change.
Cleaner Navigation in Monitoring
Monitoring reports now use the same breadcrumb-driven switcher as the rest of /monitor — clicking a name opens it, clicking the chevron switches between funds or companies. The per-page report picker has been removed, Export PDF has moved into the report header, and /monitor/reports opens directly on the first invested fund's report rather than a picker.
The portfolio companies list also includes a new Columns dropdown for Revenue, EBITDA, Enterprise Value, and Net Debt. The selection persists per user.
Record Counts on Detail Pages
GP, fund, LP, and co-investment detail pages now show a record count on each populated tab — Notes, Files, Contacts, Portfolio GPs, and so on. Static tabs such as Performance, Screening, and Change Log remain count-less. The result is a clearer signal of where data lives before opening a tab.
These updates are live now in Monitoring and Pulse. Book a demo to see it in action.