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.