As funds scale, deal records become more complex. Portfolio reporting takes more time. Performance reviews need better context.

This release helps fund teams:

• Reduce repeat work
• Reuse MIS structures
• Compare portfolio performance across companies
• Keep workflow control more dependable

We have added improvements across dealflow and portfolio workflows. These updates help teams keep records cleaner, set up recurring reports faster, and review portfolio performance with more context.

Merge Similar Deals with More Control

Duplicate or similar deals can split important context across different records.

For example:

• Notes may be saved in one record
• Documents may be attached to another
• Founder conversations may be spread across records
• Ownership details and activity history may not be in one place

Taghash already supports deal merging. This helps teams bring information from two similar or duplicate deals into one central record.

We have now improved the merge flow.

Teams can search for both deals during the merge stage itself. They can also select both records from there, without having to first find them in the pipeline.

This makes the process easier to manage across larger pipelines. It also keeps deal context in one place, helping investment teams continue review, diligence, and follow-up from a more complete record.

Reuse MIS Structures with Templates

Portfolio companies often share similar reporting needs. This is especially common when companies operate in the same sector, industry, or business model.

Until now, teams had to recreate MIS sheets, reports, and dashboard charts for each company. This added repeat setup work, even when the reporting structure was mostly the same.

MIS Templates now let teams save common MIS structures and reuse them across portfolio companies with a simple click.

Teams can save and reuse:

• MIS sheet structures
• Derived sheets
• Metric definitions
• MIS reports
• Dashboard charts and layouts

Instead of rebuilding the same sheets and charts each time, teams can start with a saved structure and adjust it where needed.

This reduces setup time and helps portfolio teams get to review faster.

Compare Portfolio Performance Across Companies and Periods

Portfolio reviews often require comparisons across several companies.

Teams may need to compare:

• Financial metrics
• Operating metrics
• Performance changes
• Selected time periods

When this work is done manually, it can be difficult to keep the view consistent.

Portfolio Monitoring now gives teams one place to compare companies and metrics. Teams can choose the companies they want to review, select the metrics that matter, and compare performance across periods such as QoQ, YoY, Q-YoY, QTD, and YTD.

The comparison table brings selected information into one view. Teams can also download it as a CSV file for further review, reporting prep, or internal analysis.

This helps portfolio teams monitor performance, compare trends, and prepare review outputs without rebuilding comparison sheets manually.

Team Note

Every update we ship is built to reduce manual work, improve workflow continuity, and support dependable fund operations.

With this release, Taghash helps teams keep deal records unified, standardize recurring MIS workflows, and review portfolio performance with more structure.

Log in, explore the latest updates, and tell us what you would like us to improve next.

— The Taghash Team

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