Category
Case Study
February Releases & Product Updates
Feb 28, 2024 — 7 min read
Written by
Avlok Kohli
CEO
February Releases & Product Updates
Feb 28, 2024 — 7 min read
Recent Releases
In February, the team shipped an array of new features across our standalone software offerings for established funds, Full-Service fund management offerings for emerging managers, and equity management software for founders.
Full Service Fund Management
Request investor dashboard access – third party partners, like tax professionals or accountants, can now request dashboard access via the “Request Access” screen. Invest account owners can then review and approve these requests directly from their Team Members page.
Automated fee contributions – syndicate leads can now track and pay their contributions towards vehicle setup costs directly within product instead of having to reach out to their account manager.
Improved LP tax information collection – to improve K-1 delivery timelines and accuracy, LPs can now provide tax information within the investment workflows before completing an investment.
Investor Management Suite
Add multiple CTAs to data rooms – configure your data rooms on the permission group or visitor level even further by adding multiple call-to-action links.
Portfolio Management
Valuation updates and evidence upload – company valuations are now displayed throughout Relay on the Portfolio, company landing, and on dedicated ‘Valuation review’ pages. Easily update these values, add supporting evidence, or track historical changes directly on these pages.
Relay email extension – in addition to forwarding emails to your Relay email, you can now set up an email extension directly within your inbox allowing company updates to be automatically ingested and parsed in Relay
Equity Management for Founders
Stakeholders portal – startup employees, investors, and other company shareholders now have access to a sleek portal where they can easily view their holdings, exercise options, and download documents.
Upcoming Releases
As we head into the final month of Q1, we’re sharing a preview of the upcoming feature releases we have planned for March across our offerings for firms, founders, and investors.
Full Service Fund Management
Counter-signed investment documents – once a document has been signed by all parties, AngelList will provide the fully signed documents immediately after completing an investment instead of a digital signature certificate.
Investor Management Suite
Public data room links – we’re releasing additional authentication options for accessing data rooms, including the ability to create public links that don’t require investors to create an account.
Financial Management
Ledger Launch [Alpha] – as we actively build a standalone ledger software for funds and fund administrators, we’ve shipped an array of features including; Chart of Accounts, General Ledger, Trial Balance, Balance Sheet, Statement of Operations, and are garnering feedback from design partners.
Equity Management
Seamless money movement – ability to allow investors and stakeholders to directly connect their bank info so companies on AngelList Equity can easily receive capital and payments for equity-related transactions such as option exercise.
Product Overviews
Full Service Fund Management
AngelList offers an all-in-one solution for fund managers looking to launch, run, and scale a fund. We pair our software with Belltower’s fund admin services for venture funds, rolling funds, and syndicates. You can learn more about these offerings here.
Investor Management Suite
For funds larger than $150M, AngelList provides fund admin-agnostic software for you to prospect, close, and nurture long-term investor relationships—all within a unified platform. Impress your investors from day one with software modernizing Data Rooms, digital sub docs, and investor portals. You can learn more about these offerings here.
Portfolio Management
AngelList provides comprehensive, AI-powered portfolio management software (Relay) to centralize all portfolio data and help firms execute key workflows such as valuation updates, SOI reconciliation, and monitoring portfolio company key performance using data from company updates and legal documents. You can learn more about these offerings here.
Financial Management
For funds larger than $150M, AngelList provides treasury management and accounting ledger software to help you manage the entire lifecycle of money movement, transaction recording in a general ledger, allocations, and financial reporting. You can learn more about these offerings here.
Equity Management
For companies from pre-seed to $5B in valuation, AngelList’s cap table software removes the friction from managing startups’ greatest asset, their equity. Draft and sign options, shares, or SAFEs all from one connected product. Give employees and shareholders secure dashboards to track vesting, exercise their options, and access important documents. Conduct option exercises, repurchases, secondary transactions, and terminations. Stay compliant and under Safe Harbor with audit-ready 409A valuations.
Stay Tuned
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