Demo widget (latest)

The public demo widget, rebuilt from main on every relevant change. Consumed by the
marketing site's build; not a release of the application.

v0.9.6

Restructured fund accounting and LP position tracking interaction
Revamped settings page, grouping features into product groups and making setup clearer
Removed a few features to streamline the product and options
Updated marketing homepage. For users, homepage will redirect to auth on install

v0.9.5

This update includes a shift to open source Apache 2.0 license

• Revamp of Diligence feature
• Draft of new LP Portal feature
• Numerous small edits to UX throughout the app

v0.9.4

Two new features:

• Deals. Inbound CRM to track progress through stages
• Diligence. Research and investment memo drafting process and agent. Seed it with investment memos to create the voice, structure, and style of analysis you want to create.

v0.9.3

• Improvements in inbound parsing, metric analysis, and charting
• Standardization of UX and buttons per page
• Polishing

91% done

• Ready for production release.
• Fine-tuned investments and fund calculations, although more use will bring out edge cases in instruments and valuations to be addressed
• Additional extension of fund cash flow types (annual net loss/gain) expected to be added, as well as refinement of reporting to report lp-only and gp-only in addition to total fund (current)

81%

81%, getting closer to full release.

• Rework of auth flow, new email templates for users to paste into auth provider
• Multi-currency support for company metrics
• LP letters feature
• More admin management of feature visibility, control over member signup, delete members

v0.8.0 - 80%

First release. This is the 80% version: significant features, already used in production, a few bugs being identified, one significant feature (company and portfolio-level investment performance returns) in development. That will be the v1.0.0 release.