This would send an email to the founder, would need to involve some communication letting the investor know what to expect, and of course to draft the email the founder will receive.
I think the...
Similar to how the portfolio summary statistics contain a portfolio level IRR, it would be great if the investment holdings table included a holding-by-holding IRR in a column similar to how MOIC is...
Addition of user/group notifications when maturity dates of transactions (convertible notes, debt/credit, warrants, etc.) are coming due in the near term. Ideally two separate categories for any time...
Implement dynamic variable support in email templates to enable personalized bulk email sends. This will allow users to include personalized fields (e.g., recipient name, company, product details)...
Having the filtering feature work on an AND basis would be very helpful. This would increase the functionality around tagging and filtering and would enable users to create better portfolio insights.
If the investment holdings table extends beyond the length of the screen, the column headers should freeze as you scroll down the page so that you know what columns you are looking at even for...