Sharper Dashboards, Smarter Tasks, Cleaner Deals. Discover Taghash’s Latest Upgrades

At Taghash, we’ve rebuilt the experience of managing portfolios, workflows, and relationships—making it faster, clearer, and more reliable.

From investor-ready dashboards that transform data into narratives, to tasks that manage themselves, to internal referrals with zero confusion, and a LinkedIn extension that keeps your CRM spotless—every upgrade is designed to cut friction and give you clarity where it matters most.

🎯 Individual Portfolio Dashboard: Your Data, Beautifully Presented

Remember struggling with outdated charts that showed everything but told you nothing? Those days are officially over.

Complete Visual Overhaul: We've rebuilt the entire charting system from the ground up. Modern, crisp visualizations that actually look professional when you're presenting to LPs, partners, or your team.

Smart Time Controls: Finally! Select exactly the time range you need: last 12 months, this quarter, custom ranges. No more being stuck with "all data, all the time." Your 5-year portfolio company now shows only the metrics that matter for your current analysis.

Multiple Dashboards Per Company: Create focused views for different contexts. Revenue dashboard for growth analysis, balance sheet dashboard for financial health, operational metrics for team reviews. Your data, organized exactly how you need it.

Presentation Mode: Full-screen charts with formatted notes alongside. Perfect for investment committee meetings or portfolio reviews. Each chart can have its own detailed commentary, turning raw data into compelling investment narratives.

Professional Sharing: Export as PDFs, images, or beautifully formatted Excel files that actually look good in board decks. Plus conditional formatting and table charts, with pie charts arriving very soon.

This isn't just an upgrade. It's your new presentation layer for all portfolio decisions.

🚀 Task Feature: Workflows Made Effortless

No more chasing reminders or losing follow-ups. Create, assign, and complete tasks in seconds — all directly tied to your deals, contacts, and meetings.

Context That Stays With You: Every task is linked back to the deal, contact, or meeting it came from. That means no more jumping tabs or copy-pasting — all the background you need is right there.

Automated Follow-Through: Forget the mental overhead of “did I update this?” Tasks sync in real-time across your CRM, so progress is always visible to your team.

With the Task Feature, your workflow moves from remembering and managing to actually doing. It’s your assistant, project tracker, and follow-up engine rolled into one seamless experience.

🚀 Internal Referrer: Clear Ownership, Zero Confusion

Stop the back-and-forth of guessing who owns a deal. Stop missing updates because too many names are tagged on the same opportunity.

One Referrer, Complete Clarity: Every deal now comes with a single internal referrer—so it’s always clear who’s accountable. No more chasing multiple people, no more confusion over who’s “actually” driving the deal.

Seamless Transition, Thoughtfully Designed: Switching from multiple to single? The system won’t let anything slip. If a deal already has more than one referrer, you’ll get an alert with the top five flagged deals (with links), plus a count of the rest. This way, you know exactly what needs cleaning up before moving forward.

Transparent Communication at Every Step: Every time a referrer is added or removed, the right people are kept in the loop—assignees, the outgoing referrer, and the new one. No silent changes, no blind spots. And if you’re the one making the change, you won’t be spammed with unnecessary emails.

🚀 LinkedIn Extension: Smarter, Faster, Cleaner

Say goodbye to duplicate contacts, errors, and manual linking — our updated LinkedIn extension does the heavy lifting for you!

• Smart Contact Detection: Finds similar contacts & deals automatically and autofills deal names. 🔍 No more hunting through lists or guessing which deal a contact belongs to. Your relevant matches show up instantly, saving time and clicks.
• Link to Existing Deals: Connect LinkedIn profiles to existing contacts or deals — no more error messages! 🔗 One click and your LinkedIn contact is tied to the right deal. Keep everything organized and stop worrying about broken connections.
• Duplicate Handling: Automatically manages duplicates when contacts are created from LinkedIn or deals. 🧹 Say goodbye to cluttered CRMs. The system ensures only the most relevant contact stays linked to each deal — clean, precise, and effortless.
• Intelligent Matching: Exact matches for people (name + email) and companies (name + website), with smarter partial matching. 🎯 No more false positives or confusing half-matches. The extension finds the right contact every time, making your workflow smoother than ever.

📊 Aggregate Row: Totals That Scale With You

Quickly see the bigger picture with Aggregate Row, a new way to track totals directly in your deal flow and portfolio pages.

Totals at a Glance: Add up numbers, percentages, and currencies across entire columns. Metrics like profit, expected profit, or any custom field are now summed automatically at the bottom of your table.

Performance That Grows With You: What started with a 50-deal limit now scales effortlessly. With backend-powered processing, you can view aggregates for up to 1,000+ deals without slowing down your workflow.

Custom-Field Ready: The feature works seamlessly across custom fields, so your most important metrics are always rolled up and visible.

With Aggregate Row, every table gives you clarity on totals — whether you’re tracking a handful of deals or hundreds.

✨ Behind the Scenes: Reliability & Performance

MIS Improvements: Enhanced formula builder stability (your complex formulas stay saved!), faster loading times for derived sheets, and better error handling throughout.

Dealflow BI Fix: Resolved a tricky bug where BI numbers didn't match table view numbers. Thanks to our customer who helped us track this down. Your data integrity is rock-solid again.

Fund Reports: Significantly improved loading times for faster access to critical fund performance data.

Unit Price Management: Dual-currency unit price inputs now available, ideal for presenting clear valuations to international LPs.

LP Dashboard: Major accuracy improvements with better formatting and clearer metric explanations. Numbers are now properly rounded and consistently displayed across all views.

LP Admin Experience: Smoother capital call mapping, better number displays, and enhanced transitions throughout the admin interface.

Team Note

This month represents a major step forward in how portfolios are managed, workflows are tracked, and collaboration happens. From dashboards that turn raw numbers into compelling stories, to tasks that stay connected to your deals, to internal referrals that bring total clarity, and a LinkedIn extension that keeps your CRM spotless—we’re removing friction at every step of the investment journey.

We're incredibly grateful for your feedback and partnership. Every feature in this release came from real conversations with customers like you. Thank you for helping us build exactly what the industry needs.

Ready to experience these features? Feel free to reach out for a free product demo 😻

-- The Taghash Team

Don't see these features in your workspace yet? Some are rolling out with controlled access. Contact our support team to enable everything for your organization—we'll have you up and running within 24 hours.