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.

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.