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Our improved Thematic Search helps you move beyond simply finding exact matches to uncover relevant research, intelligence, and data connected to the ideas you're investigating.

Search is also now federated across market intelligence, workspace resources, and connected custom data sources, bringing previously siloed information into a single discovery experience.

The Command Palette ties it all together with a new tabbed search interface, letting you quickly move between sources, explore themes, and find the research, data, and artifacts you need from one place.

Ontology Mode is now available on our Premium Plan.

With a single click, Ontology Mode surfaces the most important keywords, concepts, entities, and relationships within your content - helping you quickly understand what matters and how different ideas and artifacts connect.

Instead of simply searching through information, you can explore the underlying structure and relationships within it.

Filtering received a major overhaul across the platform.

We've expanded filtering capabilities across key workflows while making filters easier to discover, configure, combine, and manage. Whether you're narrowing down market intelligence, workspace resources, activity, or other datasets, you can now get from a broad universe of information to exactly what matters faster.

We've strengthened source attribution throughout Countercyclical to make it easier to understand exactly where information originated.

Research generated from source material now maintains clearer connections back to its underlying evidence, giving you greater transparency and traceability as information moves from source material into analysis, insights, and downstream research artifacts.

We've significantly expanded the number of external data sources you can connect to Countercyclical.

New integrations span communication, project management, knowledge management, CRM, and operational systems - making it easier to bring the information your organization already relies on into a unified research environment.

Newly supported data sources include:

Together, these integrations expand the surface area of information available across enterprise search, research workflows, and your broader Countercyclical workspace.

Activity and commenting have received some tweaking to make collaboration across your workspace easier to follow and more actionable.

Improved activity tracking makes it easier to understand recent changes, follow collaboration across resources, and maintain context around how work evolves over time -particularly across larger teams and more active workspaces, while enhanced commenting makes it easier to discuss research, share feedback, and collaborate directly in the right context.

All workspace and user notifications are now aggregated under the new Inbox tab.

Inbox provides a centralized place to review updates that require your attention instead of forcing you to track activity across individual resources and workflows.

We've also improved the broader notification experience and introduced digest emails, helping you stay informed without having to constantly monitor your workspace.

Countercyclical now supports multiple accounts, making it easier to work across separate organizations and environments without disrupting your workflow.

Users who leverage multiple accounts can now move between them more seamlessly while keeping each account's workspaces, resources, permissions, and organizational context appropriately separated.

You can now create Custom Alerts to proactively monitor the information that matters most to you.

Configure alerts around the research, companies, data, and other signals you care about, and Countercyclical can surface relevant changes as they happen - reducing the need to repeatedly check the same information manually.

Tags and Watchlists introduce new ways to organize, monitor, and structure your research universe.

Use Tags to create flexible classifications across your workspace, and Watchlists to maintain focused collections of companies, securities, themes, or other items you want to follow over time.

Together, they make it easier to turn a growing body of research into an organized, continuously useful knowledge base.

Creation workflows across workspace resources now support Drafts.

If you leave an unfinished workflow, Countercyclical can recognize the incomplete state and preserve your work as a draft, allowing you to switch contexts and return later without losing your progress. All saved drafts are accessible from the new Drafts tab.

Deleted workspace resources now move to Trash before permanent deletion, giving teams a recovery window before resources are permanently removed after 30 days.

We've also improved archive capabilities to make it easier to distinguish between active, archived, recoverable, and unfinished work.

You can now see custom KPIs for the industries and sectors that matter to your research process across Companies, Funds, Entities, and Investments.

This gives teams greater flexibility to evaluate businesses using the operating metrics that actually drive their industries rather than relying exclusively on standardized financial metrics.

We've also enriched KPI tooltips with formulas and contextual helpers, making specialized metrics easier to understand and use consistently throughout your research.

References make it easier to connect related information and research artifacts throughout your workspace.

References preserve context across your research process and move more naturally between the underlying evidence, analysis, and conclusions that inform your work.

Organizations can now configure Custom Data Retention Policies to better align Countercyclical with internal governance, compliance, and information-management requirements.

These policies give administrators greater control over how long applicable workspace data is retained, helping larger organizations manage the lifecycle of information according to their own operational requirements.

We've expanded UI preferences to give you greater control over how Countercyclical is configured for your workflow.

More composable interface preferences allow users to tailor key parts of the platform around how they actually work - reducing unnecessary interface friction while preserving a consistent experience across the workspace.

Workspace Owners and Admins can now create Custom Roles, powered by our new fine-grained authorization (FGA) framework.

Instead of relying exclusively on Countercyclical's default roles, administrators can define dedicated permissions across the workspace, individual workspace resources, and nested resources.

This gives organizations significantly more control over who can see, create, modify, and manage information - particularly as teams, workflows, and governance requirements become more complex.

Report Components can now be used directly within Memos, bringing richer data visualization and analysis into your written research.

Individual Report Components can also generate shareable iframe embed codes, allowing you to bring live components into external tools and applications such as Notion.

Your analysis no longer has to live exclusively inside a report or dashboard - it can travel with the research that depends on it.

Vantage Queries are a new Report and Dashboard Component that lets you directly analyze workspace, financial, and custom data using CQL (Countercyclical Query Language) - our SQL superset with embedded expressions.

Run a query, transform the underlying information, and turn the result into a reusable Data Block.

Once created, Data Blocks can be referenced throughout reports, dashboards, and the broader workspace, allowing a single analytical output to become a reusable building block for downstream research.

Vantage Queries, Data Blocks, & CQL bring a programmable analytical vector directly into Countercyclical - helping you turn raw data into repeatable research, business, and allocation insights.

Subteams are now available on the Premium Plan.

Each Team can create up to ten Subteams, adding another layer of organizational hierarchy for firms that need to divide responsibilities across strategies, sectors, geographies, functions, or other specialized verticals.

Alongside Subteams, we've streamlined team invitation workflows. Entire teams can now be invited to workspace resources and assigned appropriate permissions together, eliminating the need to repeatedly invite and configure every user individually.

Passkeys are now available to all users on paid plans.

Passkeys provide a faster, modern authentication option that reduces reliance on traditional passwords while improving both account security and sign-in convenience.

Transcripts, Dividend, & Filings views are now fully refreshed, bringing more fundamental research data directly into every investor's workflow.

We've also substantially revamped the Filings experience. Global Financial filings content can now be viewed directly within Countercyclical (e.g. SEC Filings), with improved workflows for extracting relevant quotes and bringing source material directly into Memos.

The result is a tighter research loop: move from primary-source information to evidence, analysis, and written research without constantly switching tools.

Audit Logs can now support event streaming, giving organizations a more scalable way to consume and operationalize workspace activity.

Rather than treating audit history as something that only lives inside Countercyclical, event streaming enables organizations to incorporate audit events into their broader security, compliance, monitoring, and operational infrastructure.

This is particularly useful for enterprise teams that need continuous visibility into platform activity or want Countercyclical events to participate in existing governance and observability workflows.

Initial app load time began getting rather lengthy & large as the platform continued to grow, so there's been some behind-the-scenes tweaking that's been completed to try & improve initial load time as well as continued usage.

As with every update that's released for the platform, Countercyclical has addressed a range of bugs & added feature enhancements to help in improving performance, user experience, and overall workflow capacity for you & your team.

Starting today, Relations is available as a feature add-on in your workspaces.

You can find & enable Relations in the new Add-Ons tab, which can be found at Settings › Account › Plans & Billing › Add-Ons in your workspaces.

As a set of relationship intelligence tools purpose-built for investment research & due diligence teams, Relations allow you to connect your email & calendar services such as Gmail and Microsoft 365 Outlook (along with additional third-party services) to create dynamic Dashboards, Reports, Views, and Lists for you & your team to get the most out of the data most integral to your proprietary workflows.

Simply connect your email account(s) to manage interactions with your institutional network alongside your rigorous investment research & due diligence.

This feature add-on comes with new workspace resources to check out:

Dashboards, Reports, Views, and Lists.

Dashboards are high-level, actionable business intelligence views that allow you to pull data from Search (e.g. Financial Data), Workspace Data, and custom third-party data source connections.

Every tab in a Dashboard is referred to as a "Report".

Reports offer an intuitive drag-and-drop view for adding & managing components, rearrange them, and building shareable views to your liking.

You can create new Dashboards by visiting the dedicated new tab in your left Sider or via the keyboard shortcut

Lists are collections of people & company records based on the Data Sources you've connected to your Countercyclical account.

Enriched in real-time, users get detailed views of their most trusted contacts to help streamline, nurture, and grow their institutional pipelines. There are 3 types of Lists users can have & create; People Lists, Company Lists, and Custom Lists (a combination of People & Companies).

All Lists are also made up of Data Sources - a primitive on our platform that represents where the data for the List is coming from (external connections such as Email & Calendar data, Search via Financial Data, etc.)

You can create new Dashboards by visiting the dedicated new tab in your left Sider or via the keyboard shortcut

This is the largest single release in Countercyclical's history, and a load of updates worth mentioning made their way in that you can learn about below:

You can now set a Dashboard to be the first thing you see when you log into Countercyclical. Simply select the Dashboard you'd like to see from the dropdown in the top-right on the Home page.

Previously named 'Connected Accounts', there's now a new and improved pop-out for managing all of the third-party connections to your account & workspace.

Furthermore, to launch alongside the rest of the Relations feature set, we have added a combined Gmail + Google Calendar as well as Microsoft 365 Outlook Email & Calendar integrations.

You'll now see an even richer set of information for users across your workspace when you hover over their avatar in a workspace resource.

Additional metadata includes their title, short bio, calendar link, and company name + image with a link to the company's website will in the dropdown.

All of these attributes can be managed in the user's settings at Settings › Account › General › Overview

Throughout different parts of the platform, you'll now see pricing tags & cards where you can get a quick look at what features you'll get on different plans and feature add-ons when you hover your mouse over them.

Sessions have been improved with more enriched metadata along with visual helpers for allow you to safely manage all of the login instances associated with your account & workspace(s).

Inviting new members to your workspace has been improved drastically.

There's now a dedicated join page for both existing and new users that allows potential workspace members to preview the workspace they've been invited to join.

Invited users will no longer have to create a workspace to use Countercyclical, and instead can join an existing workspace if they've been invited after they've authenticated with the Magic Link Login method.

Upon accepting a workspace invitation, a Magic Link will be automatically sent to the invitee's email address. Upon logging in, they will be able to immediately start using Countercyclical without having to go through the traditional onboarding process.

You'll now see an Invoice Breakdown section underneath Settings › Account › Plans & Billing › Overview to transparently give you a direct look at the line items in your invoice throughout the active billing period.

If you ever need more time to get payment details updated, please don't hesitate to reach out & let us know so we can work with you.

You'll now notice that next to each core workspace resource, there are buttons for quickly opening up the creation popups to draft, create, and share workspace resources with others.

There's also a new input where you can filter the Favorites in your sidebar via the eyeglass button that appears when hovering near the section.

Teams now reside under the Permissions tab in your Workspace Settings. You can now create & manage your teams at Settings › Workspace › Permissions › Teams

Furthermore, the old Profile page has been merged into Settings › Account › General › Overview page for more easily managing additional metadata pertaining to your account.

You’ll now be notified in the bottom-right of the platform whenever there’s a new release of the platform available. Simply click the prompted action or refresh your page for the new updates to take effect.

You'll now see a little box icon in the bottom left of your sidebar where you can see all of the recent product releases to the platform along with links directly to the changelog.

Now available to Enterprise customers, we're offering our most technical users the ability to build OAuth 2.0 Applications for Countercyclical!

This has been implemented as a means of giving our most technical users more self-serve tools to build private or public integrations for themselves & their teams with ease.

Publicly available integrations will be released to the company's Integration Directory after completing a successful review & approval process.

For more information, please schedule an enterprise demo today.

As with every update that's released for the platform, Countercyclical has been canvased and a lot of tiny things were spruced up quite a bit.

This includes streamlining iconography, layouts, and visual elements for a more cohesive, improved user experience as you use the tool.

Alongside this update, we've also added Nylas (email & calendar communication services).

Most integrally, though, is that Countercyclical has migrated off of Heroku and is now on Render as the core infrastructure hosting provider.

For the extensive list of all of our subprocessors, along with additional information about our security posture, you can visit Countercyclical's security & trust center here:

A few more native integrations made their way into everyone's workspaces that should make your investment research & due diligences processes that much more streamlined!

You can now natively connect your Dropbox, Notion, and Box accounts to Countercyclical in a matter of seconds.

The Dropbox, Notion, and Box integrations allow you to search for your files and Notion pages directly from Countercyclical via the Command Palette.

You can find Countercyclical's listings in Notion & Box's official integration directories below:

Usage Analytics is now enabled across on all paid plans. Monitor all of the events in your workspace, with data visualized in map, chart, and table formats.

Investments are taking on a new and improved shape with the recent addition of Attachments. Directly sync all of your due diligence & investment research artifacts with ease directly within an Investment & upload everything straight to your data storage provider of choice!

A new tab made their way into everyone's sider: Archive

Archive (also accessible via the keyboard shortcut ) shows you all of your current & previously archived work without cluttering your other views throughout the workspace.

You can now easily move any workspace resource available to you to a Folder via the "Move to Folder" action in an item's dropdown menu or by the keyboard shortcut ⌥ + ⌘ + M

You can now use the dedicated buttons in the top-right of the header in any workspace resource (or the keyboard shortcuts or ) to navigate between your previous and next resource.

A lot of tiny design changes were made in this recent update that standardizes our overall design approach to the platform. With an emphasis on clarity while taking advantage of precious screen real estate, our current design takes full advantage of the most important details at every step of your investment research & due diligence process.

There is now a new component type in Memos; Callouts. Callouts are useful for highlighting insightful/actionable content in your Memo that gets its own dedicated spot. There are 5 different callout types that come with different icons & colors: Default, Info, Warning, Tip, and Danger. You can toggle between all of the different types by clicking on the icon in the callout.

The financial information found in Search, Investment, and Valuations should now be loading faster for everyone & have a better overall user experience.

Bug fixes & overall platform improvements

Folders are now available on paid plans. Organize your core workspace resources into views that you can share with other members and teams. Quickly create folders via the new keyboard shortcut

We took the time to revamp a ton of UI elements across the platform for an improved user experience. One example includes the document options in Memos, which has been moved to its own dedicated bar at the top of each Memo. Others include UI refreshes across Teams, Profile, and Settings views.

We also standardized the following commands in every workspace resource (Folder, Investment, Valuation, Memo, Pipeline, and Team) across the platform:

Bug fixes & overall platform improvements

You now can search for your Google Drive files directly in our Command Palette. This makes accessing key folders and documents a breeze without interrupting any step of your research process. Simply connect your account & start searching for files in the Command Palette as you type - it's that easy!

Users on our paid plans can connect this new cloud storage option via their Settings › Account › General › Connected Accounts

Although it's been out for a little while now - a new, resizable sider made its way into everyone's workspaces recently. Simply hover over its border & drag it to your desired width. You'll also see that all of the workspace resources you've favorited/pinned for quickly jumping to key resources. Finally, you can also collapse the entire sider via right-clicking on the sider and selecting the "Close Sider" option, or with the keyboard shortcut ⌘ B, and you can expand the sider again via the button in the top-left header.

To prevent any confusion, the connector previously used for Model Syncing on Search has been renamed to 'Google Sheets' instead of 'Google Drive' in your Connected Accounts. This was done to clarify the differences between that connector & the new cloud-based connectors mentioned above. Hope this is helpful!

There's a new security page on our site at https://countercyclical.com/security. This page outlines a bit more information relating to how the platform is built, what security standards we have in place, and what patterns we're following and features we offer to ensure you and your team have peace of mind as you use our service.

You can still find our Trust Center at https://security.countercyclical.io for items like our subprocessors, overall security posture, and more.

You can now easily sync fundamental data for modeling to your spreadsheet provider of choice, right from Search! Simply select the companies you want to sync on Search, and use our new Model Syncing feature for a streamlined experience.

You can also pick which financial insights you want to sync (separated by tabs) along with useful formatting options to enjoy an end-to-end, bottom-up model-building experience.

This feature also coincides with another addition we just made - Connected Accounts. Now, users can link & manage their third-party accounts to Countercyclical directly from their Settings page.

📰 Our dedicated Events view on Search gives you & your team the necessary insights for your due diligence process. From IPO and press releases updates to recent M&A activity, our aggregated view helps everyone stay up-to-date on the most important events happening in the capital markets.