Latest Platform Improvements: Automation, Analytics and Transactions

Over December and January, we shipped a set of updates to make everyday work smoother, more connected and far less manual. From richer contact context to more flexible transactions, stronger automation and clearer cross-company insights, these improvements are built for real fund workflows.

Introduced Contact Enrichment

Now you can access smarter contact context without the extra work. When you add a new contact with a valid website, Taghash now enriches the profile automatically using trusted third-party sources. If associated members are found externally, their profiles are enriched too.

You will notice:

• More complete contact profiles: Relevant professional and company details are pulled in automatically.
• Better network visibility: If associated members are found externally, their information is enriched too, helping you understand the wider network.
• Less research, better conversations: Your team spends less time hunting for context and more time engaging with confidence.

Updated SAFE handling 

Here’s to more flexibility with direct divestments. As SAFE instruments do not always follow a clean conversion path, you can now record divestments and returns directly against SAFE transactions.

Key improvements include:

• Direct SAFE divestments: Record divestments and returns directly against SAFE transactions.
• Convert when you want to: Convert SAFE into equity when needed or divest directly for a return or refund.
• Partial divestments: Divest a SAFE investment fully or partially, including one or more SAFE investments.
• One workflow for SAFE and equity: Manage SAFE and equity transactions within the same flow.

Added Transaction Comments

Now the context always stays attached to the transaction because sometimes a transaction needs a quick note to capture the why behind the entry. You can now add comments across all transaction types.

You can:

• Add comments while recording: Including equity and SAFE instruments.
• See comments at a glance: A Comment column in the transaction table shows notes instantly.
• Keep everyone aligned: Better handoffs, clearer decisions and less back and forth.

Launched Zapier Integration

Workflow automation across your tools is made possible. You can now connect Taghash with external applications using Zapier and reduce repetitive steps.

You will notice:

• Triggers from platform events: Set automations based on deal stage changes, category updates and other platform activity.
• Two-way automation: Trigger actions in external apps when something happens in Taghash and update Taghash based on external events like form submissions.
• Practical automations that save time: Create new deals, update deal data and add notes automatically to match your team’s process.

Introduced a new Analytics Tab

Cross-company dashboards are now available in one unified workspace. The new Analytics Tab brings portfolio analytics and cross-company dashboards together so teams can analyse, compare and share insights faster.

Key improvements include:

• Unified dashboard experience: Open multiple dashboards, organize charts easily and pin important dashboards for quick access.
• Smarter search and navigation: Find dashboards and specific charts quickly with built-in search.
• Cross-company analysis: Compare metrics across companies in one dashboard. Standardize metrics using aliases, apply date filters and group data monthly, quarterly or yearly.
• Flexible customization and collaboration: Resize and arrange charts, add notes, duplicate dashboards or charts and move charts across dashboards.
• Easy sharing and export: Download full dashboards as PDFs or export individual charts as Excel, PDF or images. Share via email in a few clicks.

Enhanced LP Transactions

Single-entry support and custom fields are active now as we improved the LP transaction workflow to make small updates easier and to support fund-specific tracking needs.

You can now:

• Add single transactions: Enter individual transactions directly from the transactions view, including folio number, transaction date and description.
• Add custom fields: Capture additional financial or operational data not covered in standard fields.
• Use custom fields in templates: Include custom fields in document templates for automatic data injection into capital call documents.
• Keep bulk uploads compatible: Custom fields work in bulk uploads by adding the custom field columns in your CSV.

Team Note

This month’s release includes improvements across contacts, transactions, automation and analytics. Highlights include Contact Enrichment, flexible SAFE handling, Transaction Comments, Zapier Integration, the new Analytics Tab and upgraded LP transaction workflows with single entry and custom fields. These changes aim to streamline operations, reduce manual work and improve overall data visibility for teams.

— The Taghash Team