Release 2025.02.09: Kanban, Newsletters, 2FA+

We have officially released not one, but two of the most requested features... Newsletters and Kanban!

  • Newsletter (Beta) - Hub now has the ability to send nicely formatted emails with the ability to track open rates and other classic newsletter engagements. 
  • Kanban View (Beta) - Hub pipelines now have a user-friendly Kanban view, where prospects are shown as cards organized in columns with drag and drop and coloration.
  • Activity Tab Sorting - The Activity tab for a prospect now has filter tools allowing you to sort and look only at emails sent, received, links clicked, PACTs, etc.
  • Global Activities - There is now a link to access all Activities, such as emails sent or documents signed, for the whole firm in one place.
  • Funding Round Documentation - Hub now has extended ability to collect documentation on funding rounds, ensuring that managers collect the right financing paperwork. 
  • Improved AI Toolkits - The AI system has been enhanced with a full screen mode, complete history, and multiple models from Anthropic and OpenAI.
  • Two-Factor Authentication - Managers can enable two-factor authentication for their Hub workspace under Settings / Team, which will require an authenticator app to login.
  • Slideover Linking - You can now directly link to any slideover in the system, including AI Toolkits, Prospects, Organizations, Entities, etc.
  • Funding Round Documentation - Files relating to deals have been improved, and there is the ability to easily add funding rounds 
  • Back Office Tools - Introduced a separate portfolio legal name and improved reconciliation tools. 

Need support with any of the new technology? Contact your dedicated VA or post here in the Hub Support Channel.