Now that we're quickly moving into the holiday season, it's time to get some new features, platform improvements, and overall user experience tweaks shipped out to everyone. We hope you like these, and here's what's new on Countercyclical as of recently:

This comes alongside a new change we're making to the Free tier at the end of the month, where we'll be changing the trial period from 30 days to 14 days (for new sign-ups only, existing trial users will keep their original 30 day pilot). If you run into any issues with this or have any questions/feedback for us, please let us know we'd be more than happy to help.

We're thrilled to now have an official integration with Airbyte, the leading open-source ELT ("Extract, Load, Transform") platform for handling & scaling data ingestion across all of your data sources and destinations.

You can get started using the connector either by signing up for Airbyte Cloud, the company's cloud-based offering for the platform, or by running your own self-hosted instance of Airbyte on your own hardware. Just add Countercyclical as a source in your "Connectors" to pull all user & workspace scoped resources (Countercyclical API key required), then pick a destination of your choice (such as Snowflake, Google Sheets, Google BigQuery, and more!), and then enable your connector!

You can learn more about our official connector in Airbyte's doc

Countercyclical's integration with Zapier is now live!

For those unfamiliar with their platform, Zapier is a workflow automation tool with integrations to more than 7,000+ popular tools (apps like Salesforce, ChatGPT, Tableau, Snowflake, and Excel to name a few). By integrating with them, you can now automate tasks by building custom workflows with all of the amazing tools you already use on a daily basis.

We're grateful to partner with Zapier in bringing this new integration to life, and we really hope you enjoy it - give it a try and let us know what you think!

As we approach the end of summer, we wanted to give all of our wonderful users something special that's been a long time in the making - a brand new Search experience.

This is one of many things that we wanted to get done before quarter-end for everyone, and we're thrilled to send it your way!

Now, you and your teams can quickly surface the most important pieces of information that's relevant to your area(s) of expertise - all accompanied by a suite of filters, tools, and embedded analytics that make being an analyst, portfolio manager, and investor that much better when you're on Countercyclical.

Here's what's new in this update:

💡 Premium, Advanced, and Event Filters: We dedicated an entirely new sidebar in the Search page to 3 different filter types:

🌎 Expanded Data Enrichment: Our previous search results were lackluster to say the least (particularly when dealing with multiple security types). Now, with the help of our wonderful data providers, you can get helpful insights before clicking into an asset such as links to a company's social media pages, company logos (in place of the previously displayed country flag), as well as columns with customizable attributes such as Headcount, Industry, Sector, Location of Headquarters, and more!

🔮 Improved Custom Filters: Customer Filters used to only take fundamental metrics into consideration when you were querying for search results on Countercyclical - not anymore! Mix and match between different filter types and save them easily for reuse for yourself, your team, or your entire workspace.

🎯 Quick Actions from Search Results: Without having to go into an asset detail to create an Investment or Valuation, you can now select from the list of search results to quickly add them to Watchlists or Pipelines, or create Investments and Valuations from them.

🔌 Self-Serve CSV Import & Custom Data Source Connections: We added in a few buttons in the top-right of the Search page to allow our Enterprise users to both import company information (along with financials) right into Countercyclical for valuation purposes, along with connecting directly to custom data sources that sit outside of your workspace. These self-serve features play nicely with the Premium Filters mentioned above - after you've brought your custom data into Countercyclical, we'll map through the data for you and give you the tools you need to actively query, update, and scale your research process.

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In our most recent update, we added the following:

A few new updates made their way into everyone's workspaces as of an hour or two ago. Here's a quick rundown of everything that's new in this update for Countercyclical:

As always, check these changes out and let us know what you think!

A few new updates made their way into everyone's workspaces as of yesterday. Here's a quick rundown of everything that's new on Countercyclical:

You will now see a row of Quick Actions (the same ones you'd see in the bottom-left corner on our platform) that you can use to quickly create the most important resources in your workspace right when you log in (Investments, Valuations, Memos, Pipelines, and Teams)

Instead of just showing you your most recent or favorite Investments via a dropdown, you can now have any resource within your workspace on the homepage (accompanied with more useful metadata and enrichment information).

This is great for CIOs and portfolio managers who might only need to look at Memos and Valuations as part of their workflow, and don't necessarily need to be aware of every comment, interaction, etc. happening in Investments.

Things just got a whole lot cleaner on Countercyclical!

This monthly product update is our biggest one yet, and we couldn't be more excited to share these updates with you. Here's a quick, non-definitive list to get things rolling: