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All Updates & Releases

Announcement •
Feature upgrade •
New release •
Performance •
September 2, 2023

Dynamic Dates: Make Your Schedules as Dynamic as Your Deals

Dynamic dates allow for increased accuracy, reliability, and efficiency when it comes to task planning and scheduling deal timelines. Learn how this feature auto-adjusts your diligence and integration tasks in real-time, eliminating the need to manually update each task's start and due dates when a milestone shifts.
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All Plans
New release
General
All Plans
New release
Announcement •
Feature upgrade •
New release •
Performance •
August 30, 2023

Enhanced Requests View: Your Diligence and Integration Management Just Got a Whole Lot Easier!

Our revamped "Requests" tab is designed to streamline your workflow like never before. Edit fields in real-time with inline data editing, find exactly what you need with quick filters, and personalize your workspace to suit your unique needs. It's everything you've asked for, all in one place.
All Plans
All Plans
Feature Upgrade
General
All Plans
Feature Upgrade
Announcement •
Feature upgrade •
New release •
Performance •
June 26, 2023

Gantt Chart View

Our new Gantt chart serves as an interactive map and provides a clear, visual timeline for your tasks, their dependencies, and progress, aiding in the coordination, planning, and execution of complex dealmaking strategies.
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Single Project
New release
Integration
Single Project
New release
Announcement •
Feature upgrade •
New release •
Performance •
June 12, 2023

Improved Comment Highlighting

From the Requests tab overview, requests with comments that need to be approved will now have a yellow comment icon.
All Plans
General
Announcement •
Feature upgrade •
New release •
Performance •
June 12, 2023

New Deal Pop-Up Dialog

New Deal Pop-Up Dialog is added. You now have the option to fill in important deal details right away. Room setup is optional in a separate tab.
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General