From managing follow-ups to consolidating portfolio data, Taghash is making your workflow more seamless than ever. With powerful new features like cross-module To-dos, Master MIS exports, customisable report settings, and an enhanced Formula Engine, staying on top of your contacts, companies, and funds has never been easier.

To-do Across Contact Book, Portfolio & Fund: One Feature, Total Clarity

Managing follow-ups shouldn’t mean juggling multiple tools or scattered reminders. With the new To-do feature, you can now create, assign, and track action items seamlessly across Contact Book, Portfolio, and Fund — all in one consistent workflow.

No matter where you’re working, your to-dos stay right where they belong.

🎯 Context That Stays With You Every to-do is tied directly to its source — whether it’s a contact, a portfolio company, or a fund entry. No more switching tabs or copy-pasting details. Everything you need to complete the task is already there.

🎯 Automated Follow-Through Forget the hassle of checking and re-checking updates. To-dos sync in real-time across your CRM, so progress is always visible to your team. Everyone stays aligned, without extra effort.

🎯 Consistent Experience Everywhere

• In Contact Book, to-dos help you manage follow-ups with key relationships.

• In Portfolio, they keep you on track with company-specific action items.

• In Fund, they simplify operational and reporting workflows

Export Master MIS Sheet for All Companies

Managing portfolio data often means dealing with countless downloads, endless tabs, and piecing together information from multiple files. Until now, MIS exports could only be done one company at a time — useful, but time-consuming when you needed the bigger picture.

That changes today.

With the Export Master MIS Sheet, you can now generate a single MIS export covering your entire portfolio — in one clean, consolidated file.

• Portfolio-Wide Clarity: Instead of reviewing company data in isolation, you get a unified view of all companies at once. Perfect for spotting patterns, trends, and opportunities across your portfolio.
• Time Saved: No more repeating the same export process dozens of times. One click, one file, everything you need.
• Investor-Ready: The export is formatted to meet reporting needs, making it ideal for LP updates, quarterly reviews, and board decks.
  

✅ Report Settings for Portfolio and Fund

Now you have more control over how reports are generated. With the new Report Settings, you can customize data views across both portfolio and fund.

• Flexible Views: Switch between Fund Currency and Local Currency to view your reports and dashboards in the format that best suits your analysis.
• Date Control: Easily adjust reporting dates to focus on specific periods, helping you track performance and trends across your portfolio or fund.
• Tailored Insights: Customize your report perspective to match your needs — whether you want a fund-level overview or a portfolio-level breakdown — for more meaningful insights.

This makes reporting more adaptable while keeping your core view consistent.

Here’s how the report appears in Portfolio and Fund views:

✅ Enhanced Formula Engine in MIS Sheet

Taghash’s MIS Sheet now gives you even more control and flexibility with its upgraded Formula Engine. Customize your reports effortlessly and ensure your data always stays accurate.

• Flexible Formula Engine: Easily create and manage your own formulas within the MIS Sheet.
• Automatic Updates: Formulas update automatically whenever the sheet changes, keeping your data current.
• Editable Anytime: Edit your formulas at any point after uploading — no restrictions.
  

Team Note This month, we’ve made managing portfolios, tracking tasks, and generating reports easier than ever. With cross-module To-dos, Master MIS exports, customizable reports, and an upgraded Formula Engine, workflows are now seamless and insights sharper.

These updates are built from your feedback, helping us create features that truly fit your needs.

Want to see them in action? Reach out for a personalised demo.

— The Taghash Team