Relations

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: