This Taghash release focuses on making fund workflows easier to act on, track and update, with improvements across communication, usage visibility and deal capture.
Tanupreet Kaur
Aug 3, 2026
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3
min to read
This release gives you three new ways to manage deal, portfolio, and fund workflows with less manual effort.
You can now work with supported Taghash workflows through WhatsApp, track credit usage across eligible add-on services, and capture companies from webpages with fewer steps.
Work with permissioned Taghash data and supported workflows directly from WhatsApp.
The WhatsApp Agent lets you interact with supported dealflow, portfolio, and fund workflows through text messages and voice notes.
You can use it to:
The WhatsApp Agent gives you a conversational way to work with Taghash data, similar to the experience available through Taghash MCP and connected AI applications.
Your access remains limited to permissioned Taghash data and follows your existing permissions. External communications, generated outputs, and changes to Taghash records remain subject to your review and approval.
You now have a credit balance to track and manage usage across supported Taghash add-on services.
The WhatsApp Agent will be the first add-on service supported by credits from your Taghash wallet.
You can view:
You can replenish credits through available top-up packs based on your usage requirements.
This gives you a more detailed view of your credit balance, where credits are being used, and how much time eligible services may be saving you.
Capture company information and add investment opportunities to the Dealflow CRM with fewer manual steps.
The Taghash Web Clipper helps you capture company information from webpages while sourcing and researching investment opportunities.
From a company webpage, you can extract key information and add the company or investment opportunity to Taghash in a few clicks. This reduces manual data entry and helps you maintain consistent deal records.
The redesigned interface makes captured information easier to review before you add it to the Dealflow CRM. You can record relevant companies without repeatedly switching between browser research and CRM entry.
These updates help you act on the data in Taghash, track usage, and capture new opportunities with fewer manual steps.
Log in, explore the latest updates, and tell us what you would like us to improve next.
— The Taghash Team
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Taghash’s latest product update helps teams organize documents, manage LP workflows and track platform activity. It also includes a practical guidance on fund formation in India.
Private capital teams often spend time rebuilding company context before they can properly assess an opportunity. Taghash Data Enrichment helps keep deal records cleaner, more structured and easier to assess.
See how the Taghash WhatsApp Agent helps VC, PE and fund teams reduce workflow friction. Access permissioned deal, portfolio and fund context directly through everyday WhatsApp conversations now.
