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Changelog

New features, improvements, and fixes as they ship.

  1. Improved

    Clearer Billing State

    Trial and billing status now use one consistent banner, and subscription pauses are clamped to month end.

  2. New

    Capital Call Reminders

    Get reminders for upcoming capital calls, with push notification consent handled during setup.

  3. Fix

    More Accurate IRR Trends

    IRR trends no longer use future data, and called capital follows one consistent rule.

  4. Fix

    More Reliable Exports

    K-1 exports no longer truncate silently, calendar feeds report their real state, and CSV files preserve raw numerics.

  5. New

    Free Portfolio CSV Export

    Export your portfolio data as a CSV directly from the product on the free plan.

  6. Improved

    Consistent Net IRR and MOIC

    Net IRR and MOIC now follow one contract across fund surfaces, with MOIC based on called capital.

  7. Improved

    Consistent Status Surfaces

    The status page and its related surfaces now derive from one rollup so they report the same system state.

  8. New

    Help Center and Public Contact

    Find product guidance in the help center and reach the team through a working public contact route.

  9. Improved

    Assign Forwarded Documents at Review

    A forwarded document can arrive without a deal and be assigned during review. Inbound email delivery is not enabled by default, so this path is only reachable after a domain is configured and is not available to use today.

  10. New

    Trial and Cancellation Emails

    Receive confirmation when your trial starts and when a subscription cancellation is requested.

  11. New

    Segment Concentration Breakdown

    Pro users can see portfolio concentration broken down by segment to understand where exposure is clustered.

  12. New

    Deal Milestone Toasts

    Real-time celebration toasts appear when your deals hit 25%, 50%, 75%, and 100% funding milestones.

  13. Improved

    Revamped Pricing Page

    The pricing page now includes social proof, testimonials, and urgency elements to help you choose the right plan.

  14. New

    Trial Countdown Banner

    A dismissible countdown banner keeps you informed of how many days remain in your free trial.

  15. Improved

    Deal Cap Upgrade Prompt

    When you reach your plan's deal limit, a clear upgrade prompt now guides you to unlock more capacity.

  16. New

    Post Sign-Up Onboarding Emails

    New users receive a 3-email onboarding sequence over 14 days with tips to get the most out of SyndTrack.