Product Updates
Building the
VC Operating System
Shipping pieces of the puzzle every week
Improvement
Cap table Evolution: Track round-over-round dilution at a glance
Track how every shareholder’s ownership shifts across financing events in one unified view.
Improvement
Escrow & Milestone: Track post-sale proceeds with precision
Escrow holdbacks and milestone earn-outs, each with their own transaction type.
Major release
Data Collection Update: Data requests on autopilot
Send recurring data requests to portfolio companies with automated reminders and tracking
Improvement
Stock Splits: Easily record a split
Record a stock split by ratio or share adjustment, with units recalculated for you.
Improvement
Cap Table Grouping: Slice cap tables any way you need
Group cap table data by shareholder, fund, or security class - in any combination, at any depth.





