Shape your pipeline view
You can now add any filterable field to your Investment CRM pipeline table, including screening stage, vintage, asset classes, geographies, sectors, strategies, and size categories. Your column choices are remembered on the device, and fund names stay fixed while you scroll sideways.
Rejected funds now surface their decision date, decision maker, reasons, and comments directly on the fund page, with one-click editing. Fund and GP detail sidebars can also be collapsed and reopened with a button or keyboard shortcut, and your preference is remembered. Drag-and-drop guidance on pipeline and settings pages is now announced to screen readers.
Build clearer pipeline reports
Create customizable, printable pipeline reports with each GP's logo shown beside its name. Reports focus on active opportunities by default, while other stages can be added from the Stages menu when needed.
Adapt Monitoring to your process
Administrators can now create, rename, recolor, reorder, archive, and delete the Monitoring statuses used for funds, portfolios, and companies. Renamed labels update everywhere, including past quarters. Archived statuses leave future selection lists while remaining visible in historical quarters.
You can also hide or show metadata sidebars from fund and portfolio company Monitoring overviews, giving you more control over the space available for your work.