What We Built This Quarter: AI That Reads Pitch Decks + Major Updates
This quarter, we focused on building the features you've been asking for most, plus making everything more reliable behind the scenes.
The biggest addition? AI that actually reads pitch decks for you. No more spending 20+ minutes pulling out key details manually.
All of these features are live and ready to use. Here's what's new:
🎯 AI Pitch Deck Reader (The Big One)
What it does: Upload a pitch deck, click "Analyze," and our AI pulls out all the important stuff automatically.
Let's say you just received a 15-page deck from a SaaS startup. Instead of flipping through slides to find their ARR, burn rate, and competitive positioning, you upload it to Taghash, hit analyze, and get all that information extracted and organized in under a minute.
What it finds:
- Company description and what they actually do (beyond the buzzwords)
- The problem they're solving and their solution
- Who their competitors are and how they're different
- How much money they want and specifically what they'll use it for
- Industry categories and revenue model
- Team background, previous milestones, and exit strategy
- Total addressable market size
The best part: Every answer shows you exactly which page it came from, so you know it's not making things up. If it says they're targeting a $50B market, you can click and see slide 8 where they actually mention that number.
Privacy note: We don't train our AI on your pitch decks. We use open-source models and everything stays private to your firm.
Bonus feature: Get a clean one-page summary you can share with your team. We already had one-pagers based on your native deal fields, but now you can include all the AI-extracted data too! (You might need to update your template to use the new fields, but it's worth it for the time savings.)
Real workflow: A typical use case looks like this: receive deck on Monday morning, analyze it during coffee, have the one-pager ready for your Tuesday team meeting. What used to take 30 minutes of manual work now takes 3.
Better Deal Tracking
Create Your Own Formulas (Now in Dealflow Too!)
You can now build custom calculations using your numerical deal fields (numbers, percentages, and currency fields). We already had this in Portfolio MIS for creating formulas on portfolio metrics, but now it's available in Dealflow as well. This was one of our most requested features.
Use cases:
- Valuation analysis: If you track revenue and valuation in custom fields, create a formula to automatically calculate revenue multiples
- Financial ratios: Combine multiple numerical data points like burn rate and runway calculations
- ROI projections: Calculate potential returns based on your investment amount and their projected exit values
The formula builder handles both simple arithmetic (revenue × growth rate) and complex conditional logic (if revenue > $1M, then probability = x, otherwise probability = y).
Example: One firm uses it to automatically flag deals where the ask amount is more than 18 months of their current burn rate. Another calculates a "fundability score" based on team, market, and traction metrics.
Track When You Actually Look at Deals
New "Last Opened" field helps you filter deals by when you actually engaged with them, not just when they were created.
Why this matters: Let's say you initially passed on a deal 6 months ago and marked it closed. Now the founder comes back with major traction updates and you're re-engaging. The deal gets reopened, but there was no way to filter for "deals I started looking at again recently." Now you can.
Use case: An investor told us they use this to identify deals that deserve follow-up attention after sitting dormant. They filter for "reopened in the last 30 days" to see which companies deserve a fresh look.
Small but Helpful Fixes
- You can now clear date and checkbox fields (finally!)
- Your dealflow sorting preferences stick around between sessions
- Fixed edge cases where large notes sometimes got lost due to browser cache issues (rare but extremely annoying for heavy note-takers)
- Deal filters now show accurate counts that match what you see in the table view, every time.
Contact Management Redesign
We rebuilt the entire contacts section to make it cleaner and more useful. The old design was getting in the way of adding new features, so we gave it a refresh.
Smart Contact Lists
Create lists of people however you want:
Filter-based lists: Set criteria like "all founders in fintech with series A+ funding" and the list updates automatically as your contact base grows.
Manual lists: Your go-to network. Maybe it's "advisors I check in with quarterly" or "founders who always know what's happening in their space." You curate these manually.
What you can do with lists:
- Add reminders to everyone at once (great for "check in with these 20 people before year-end")
- Create notes across multiple contacts
- Mass email functionality coming very soon!
Real example: One GP maintains a list called "exceptional founders who didn't fit our thesis" for future opportunities or to make intros to other funds.
Better Contact Pages
Each person now has a timeline showing your entire relationship history. Everything is organized chronologically and by type: when you first met, email exchanges, meeting notes, deal discussions.
We also laid the groundwork for auto-enrichment features coming soon (think LinkedIn data, company updates, news mentions automatically pulled in).
Portfolio & Reporting Improvements
Better MIS Reports
New interface with more ways to customize what you see. The old system was fine for basic reports but struggled when LPs wanted specific cuts of data or when you had complex portfolio structures.
What's improved:
- More flexible row and column customization
- Improved UI which improves readability and glanceability
- Better export formatting for LP presentations
- Faster loading times for reports with 50+ companies
Enhanced Formula Engine for Advanced Calculations
We improved accuracy for complex formulas, particularly those involving date ranges and time-based calculations.
What was happening: Simple formulas (revenue × multiple) always worked fine. But advanced formulas involving date functions or complex conditional logic sometimes returned slightly different results than Excel. Now they match exactly.
Use cases this fixes:
- MoM/QoQ calculations
- Portfolio performance metrics with specific date ranges
- Complex waterfall calculations with multiple time-based conditions
Organize Your Tabs
With each major feature we add, we were adding another tab to your portfolio view. Eventually this became cluttering, so now you can:
- Hide tabs you never use
- Reorder them based on your workflow
- Set which one opens by default
LP Dashboard Improvements
For those who might not know: the LP Dashboard is a portal where your investors (Limited Partners) can see how their money is performing in your fund. Think of it as a private window into portfolio performance, fund metrics, and their specific investment details.
What LPs can see (based on what you choose to share):
- Their ownership percentage in the fund
- Portfolio company performance and updates
- Return analytics and fund-level metrics
- Capital call history and upcoming drawdowns
- Qualitative updates about fund strategy and market conditions
- And much more, depending on what level of access you provide
New Features This Quarter
Sectoral distribution charts: Visual pie charts showing how the fund's capital is allocated across different industries. Great for LPs who want to understand concentration risk or sector exposure.
Mass email capability: Send qualitative updates to multiple LPs at once. Before this, sending a market update to 20+ LPs meant 20+ individual emails.
Pending drawdown visibility: LPs can now see upcoming capital calls right at the top of their dashboard. No more surprise emails asking for $500K next week.
Enhanced IRR widgets: Three different IRR views with explanations of what each metric means. We found that many LPs understand returns but get confused by industry-specific terminology.
Custom templates for capital notices: You can now create personalized Word document templates for capital calls and distribution notices, giving you much more control over formatting and branding than our standard templates.
Use case: One fund uses the sectoral charts during quarterly LP calls to show how they're balancing their portfolio. Another fund uses the mass email feature to send monthly market updates that used to take their ops person half a day to distribute individually.
Behind the Scenes: Security & Stability
We spent significant time this quarter making everything more secure and reliable. You probably won't notice most of these directly, but they make your day-to-day experience smoother and your data safer.
Security improvements:
- Better protection against malicious file uploads
- Stronger safeguards against automated attacks on your data
- Additional access control protections
- Enhanced protection against data injection attempts
Email sync improvements: Much more stable email syncing, especially for Outlook and email forwarding setups. If you've had issues with emails not syncing properly, this should fix most of them.
General reliability: Fixed dozens of edge cases that could cause crashes or data inconsistencies. The kind of improvements that make the platform feel more solid day-to-day.
Industry Report: Indian VC Outlook 2025
We partnered with Datum to survey 50+ Indian VC firms about their plans and outlook for 2025. The report covers funding trends, sector preferences, deal size evolution, and what VCs are actually thinking about for the year ahead.
Key topics covered:
- Capital deployment strategies for 2025
- Which sectors are getting more attention (and which are being avoided)
- How deal structures are evolving
- Challenges firms are facing in the current market
Co-created by Taghash and Datum, with production support from Klavoza
Get Started
All of these features are live and ready to use. Some features are behind feature flags, so if you don't see something mentioned here, just reach out and we'll be happy to enable it for you.
If you want to see them in action or need help getting them configured for your workflow, email us at support@taghash.io.
As always, keep the feedback coming. These updates came directly from what you told us you needed, and that's how we'll keep building.
The Taghash Team
