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)...
Fund Manager (GP) account types should have the ability to create "sponsored pipelines" that function similarly to how Funds work, where subscribers (LPs or potential LPs) to these fund pipelines see...