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.

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!