Changelog
Follow up on the latest improvements and updates.
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📰 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:
- 👀 Improved Filters Row: We greatly improved the filters row on Search to make results more actionable and clear based on the filters applied. No longer do you have to complete a query to see which filters you have applied, where you now also get increased data visibility, enrichment, and metadata attached to each filter.
- 🧩 Custom Imports: With an update going out a week or so back, we're empowering our investors to go beyond public market valuations and to start importing private financials, subsidiary information, and bespoke data straight into Countercyclical. With Imports, you can import proprietary data straight into your workspace, map your CSV/Excel columns to our platform variables, and make your entire research pipeline that much for discoverable for your entire team.
- ⚠️ Cleaned Up Error Views: If you ever run into any issues on Countercyclical, we added in a cleaned up view that will display the current issue directly to you so we can help you resolve the problem via a streamlined step-by-step approach. As always, please reach out to us if you have any questions or issues!
- 📜 Updated Plans Page: We updated our plans page to give you more information on what you're getting in each plan. The biggest change you'll see in each of the plans is the new Data section, where we've gone ahead and outlined what sort of insights you can expect to get before switching across plans. You can check it out here
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.
- 🧼 Bug fixes and overall performance & platform improvements
Countercyclical's official connector is live with Airbyte!
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
Zapier + Countercyclical
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!
- 🗂️ Create New Tabs with⌥+N: Quickly create new Tabs in your Workspace with our new keyboard shortcut. Using this shortcut alongside ⌥+Number for toggling between between different views is a great way to speed up your access to your favorite parts of the platform.
- 🗑️ Close Current Tab with⌥+Q: Along with quickly creating new tabs, you can now easily close your current tab with a single shortcut. No need to hit ⌘+S to save at all as we store your changes automatically & in real-time.
- 💫 Refreshed Views & Further Data Enrichment:We cleaned up some routes around the platform for you (namely for Company & Investment views) along with improving image quality and metadata accuracy throughout your research process (our data providers are truly the best)!
- 🧼 Bug fixes and overall performance & platform improvements (s/o to our newest team member, Prajwal, on getting fixes shipped to production already!)
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:
- 🔋 Premium Filters (Available on our Enterprise plans) allow for easily surfacing bespoke information in custom datasets that you or your team brings right into your Countercyclical workspace(s) without the need of writing raw SQL or complex data engineering processes.
- 🦾 Advanced Filters (Available on our Pro & Education plans) allow our users to bring to discover assets that fit a wide range of attributes and criteria like location (down to the zip code level), sector and industries, ranges on fundamental metrics like enterprise value, and so much more!
- 🗓️ Event Filters (Available on our Pro & Education plans) focus on filtering for particular information related to events, such as press releases, merger and acquisition updates, and upcoming IPO news.
🌎 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.
- 🎯 Ranged vs. Exact Intrinsic Value per Share: You can now toggle between ranged vs. exact intrinsic value per share in your Valuations.
- 🧼 Additional bug fixes & performance improvements.
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The information contained in this update and any attachments is for informational purposes only and does not constitute investment advice. Our valuation projects and research are based on publicly available information, which may not be comprehensive or up-to-date. You should conduct your own independent research and analysis before making any investment decisions. We are not responsible for any loss or damage resulting from your reliance on this information. Always seek the advice of a qualified financial advisor with any questions you may have regarding investments.
In our most recent update, we added the following:
- 🔮 You can now log into Countercyclical using Magic Links - simply type in your email of choice (no longer does it need to be Google or Microsoft) and check your email for a one-time sign-in link!
- 🧼 Bug fixes & general performance improvements
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:
- 📝 Enriched Memo View: We improved Memos with a ton of new functionality and made it super simple to directly connect your research findings into your collaborative, shareable documents with Sources (available on Pro plans). This update also brings with it a new view for Memos, now giving users a much more focused mode for drafting, collaborating, and sharing their insights with their team, workspace, or the world. Easily see a breakdown on the left-hand side of your document with a Table of Contents, a list of Authors for publicly giving credit to everyone who worked on the Memo, and (of course) Sources.
- 🔬 Quick Peak into Memos: If you hold Spacebar and click on a Memo's title when you're on the Memos page, you will get the previous popup view for Memos to "quickly peak" into them for editing on-the-fly!
- ⚙️ Self-Serve Advanced Workspace Settings: We took a lot of our core Enterprise offerings and made them self-serve under your Advanced Workspace Settings. This empowers users with a ton of functionality that was once previously highly bespoke and required someone from our team to provision for an Enterprise account. We hope this makes things easier for everyone! (You can still book an enterprise demo or email our team if you ever need anything as always)
- 🧼 Additional bug fixes & performance improvements.
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:
- 🧑🔧 Workflows (Beta): For paid plans requesting limited, early access - we're offering Workflows; Scalable, reusable, and collaborative automations that run as many times as you'd like, plug into your existing systems via our Integrations, and allow you and your team to streamline compliance, real-time portfolio tracking, and so much more. This feature has been in the works for quite some time, and (right next to Pipelines) is one of our most requested features of all time!
- 🏡 Home Route Refresh: We added a few new things to the Home route to make your life, and your teammates, lives a bit easier.
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.
- 🖼️ Custom User & Workspace Icons: Previously just available to our Enterprise and Paid customers (and for free plans only being able to use emojis), now you can upload custom images for both your profile and workspace pictures to make your profiles and workspaces that much more of your own!
- 🧼 Additional platform fixes & general performance improvements.
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