Release Notes

Hockeystick 20200221 Release Notes

Release Date: February 21, 2020

This update includes the following bug fixes and general improvements.
  • 1340 Improve admin UI for managing invites
  • 1902 Improve patent search sorting capabilities
  • 1974, 1975 Added new client dealflow

Hockeystick 20200220 Release Notes

Release Date: February 20, 2020

This update includes the following bug fixes and general improvements.
  • 1928 Enable team member editing
  • 1935 Grant more access to users who claim their organization
  • 1954 Improve quick search options

Hockeystick 20200214 Release Notes

Release Date: February 14, 2020

This update includes the following bug fixes and general platform improvements.
  • 1829 Verify users signing up through client portal
  • 1923 Add new chart to client dashboard
  • 1939 Add new scorecard to deal flow form
  • 1940 Platform updates

Hockeystick 20200213 Release Notes

Release Date: February 13, 2020

This update includes the following bug fixes and general platform improvements.
  • 1618 Improve dataset colours
  • 1720 Restrict API access to pre-approved users only
  • 1730 Improve claim failed error messages
  • 1790 Improve rendering of dashboard region charts
  • 1830, 1831 Fix broken search filters
  • 1849 Improve analytics loading performance
  • 1869 Make deal flow validations more strict
  • 1934 Improve rendering of latest companies

Hockeystick 20200205 Release Notes

Release Date: February 5, 2020

This update improves our server security. This update also includes the following bug fixes and general improvements.
  • 1791 Update onboarding email template settings
  • 1800 Improve permission editing UX
  • 1897 Fix issue persisting between filter types
  • 1913 Improve default sort behaviour when switching tabs
  • 1932 Update client deal flow localization
  • 1937 Fix issue in client portal sign ups

Hockeystick 20200204 Release Notes

Release Date: February 4, 2020

Welcome to the new investor homepage, we focused on providing our users with a more valuable homepage experience. This update also includes bug fixes and improvements.
  • 1594 Add new scorecard for client deal flow
  • 1881, 1883, 1898, 1982 Improve investor homepage experience
  • 1882, 1912, 1930 Improve deal taxonomy for activity and investor type
  • 1785 API Improvement for ranged based statistics
  • 1907 Add new report exporter for client deal flows

Hockeystick 20200131 Release Notes

Release Date: January 31, 2020

This release includes bug fixes and improvements to the investor homepage.
  • 1877 Improve investor homepage content
  • 1925 Improve client Dashboard permission checking for some users

Hockeystick 20200130 Release Notes

Release Date: January 30, 2020

This update includes the following improvements.
  • 1901 Streamline reporting notifications

Hockeystick 20200129 Release Notes

Release Date: January 29, 2020

We have started to refresh the Investors homepage, and have added new features to the Startup & public homepage's. This update also includes the following bug fixes and improvements.
  • 1911 Add new places to taxonomy
  • 1910 Fix operating name not showing properly on Funding search.
  • 1891 Preliminary work on investor homepage
  • 1856, 1880 Add new quick search
  • 1846 Add newsletter sign up

Hockeystick 20200123 Release Notes

Release Date: January 23, 2020

This update includes platform improvements for logged out users.
  • 1837 Improve relevance of logged out search results

Hockeystick 20200122 Release Notes

Release Date: January 22, 2020

This update includes the following bug fixes and improvements to deal flow.
  • 1798 Improve form validations
  • 1904 Update deal flow dashboard
  • 1905 Update deal flow form validations

Hockeystick 20200121 Release Notes

Release Date: January 21, 2020

This release introduces taxonomy updates and bug fixes:
 
  • 1847 Update Taxonomy
  • 1906 Fix rendering of Entity Locations

Hockeystick 20200120 Release Notes

Release Date: January 20, 2020

Welcome to the new home page design for Hockeystick. This update also includes bug fixes and improvements.

  • 1453 Add support for range type search queries
  • 1839 Enable column editing for logged out users
  • 1843, 1844 1845 Refresh look of homepage
  • 1852 Improve search performance
  • 1866, 1867, 1868 Update client deal flow

Hockeystick 20200116-2 Release Notes

Release Date: January 16, 2020

This update includes the following improvements.

  • 1865 Add new client deal flow

Hockeystick 20200116 Release Notes

Release Date: January 16, 2020

This update includes the following bug fixes and improvements.

  • 1660, 1734 Update taxonomy
  • 1838, 1836 Adjust availability of premium features
  • 1860 Improve search performance
  • 1873 Display additional deal information

Hockeystick 20200113 Release Notes

Release Date: January 13, 2020

This release adds new deal form and improves client dataset coverage.

  • 1805 Add new client deal flow form
  • 1344 Improve client dataset coverage
  • 1871 Platform Update

Hockeystick 20200109 Release Notes

Release Date: January 9, 2020

This release introduces platform update.

  • 1863 Platform Update

Hockeystick 20200108 Release Notes

Release Date: January 8, 2020

This update includes the following fixes and improvements.

  • 1491 Remove delay syncing public data

Hockeystick 20200107-2 Release Notes

Release Date: January 7, 2020

This release introduces ability to search organizations by regions. This update also includes bug fixes and improvements.

  • 1859 Add region support in Search
  • 1851 Platform update
  • 1862 Fix issues editing profile causing some data loss

Hockeystick 20200107 Release Notes

Release Date: January 7, 2020

This release fixes a bug preventing users from editing their profile headers.

  • 1834 Fix issue editing headers

Hockeystick 20200103 Release Notes

Release Date: January 3, 2020

This update includes the following bug fixes and improvements.

  • 1510 Add new testing tools
  • 1749 Add new between filters
  • 1778 Update project plan upload file types
  • 1781, 1782, 1783 Add new client dashboard
  • 1799, 1814 Update entity contact validations
  • 1803 Update client landing pages
  • 1810 Reduce frontend bundle size
  • 1822 Update localization

Hockeystick 20191223 Release Notes

Release Date: December 23, 2019

This release introduces platform update.

  • 1802 Platform Update

Hockeystick 20191220 Release Notes

Release Date: December 20, 2019

This update includes the following bug fixes and improvements.

  • 1821 Improve location support in exports
  • 1823 Improve consistency of funder exports
  • 1828 Fix issue in quick search for filters

Hockeystick 20191219 Release Notes

Release Date: December 19, 2019

This update includes the release of new Funding search and Advanced search interface. As well, Entrepreneurs now have the ability to obtain Verified status, which opens up additional data sources for funding search. This update also includes bug fixes and improvements.

  • 1515, 1763, 1764, 1767, 1786, 1824, 1825 Update look and feel of search
  • 1743, 1765, 1826 Simplify dataset picker
  • 1768, 1770 Refresh homepage for Entrepreneurs
  • 1769, 1771 Show hockeystick verified status for companies
  • 1789, 1795, 1804 Update client deal flow form
  • 1793 Add Linkedin conversion tracking
  • 1797 Add new grouping features to statistics API
  • 1817 Add new data loading format support

Hockeystick 20191211 Release Notes

Release Date: December 11, 2019

This update includes the following bug fixes and improvements:

  • 1620 Improve notifications for deal flows
  • 1705 Improve date picker behaviour in firefox
  • 1775 Add new search concepts
  • 1780 Add new client dashboard support
  • 1801 Improve localization support

Hockeystick 20191210 Release Notes

Release Date: December 10, 2019

This release introduces UI updates and improvements on advanced search.

  • 1740 Update Client projects application form
  • 1761 Update Client reporting form links
  • 1794 Platform Update
  • 1796 Improve entity search by location

Hockeystick 20191206-2 Release Notes

Release Date: December 6, 2019

This release introduces ability to display project info on company pages.

  • 1758 Add support for displaying project info on company pages

Hockeystick 20191206 Release Notes

Release Date: December 6, 2019

This update includes the following bug fixes and improvements:

  • 1303 Expand support of data import backend
  • 1700 Display additional data on investor profiles
  • 1788 Fix profile rendering errors

Hockeystick 20191205 Release Notes

Release Date: December 5, 2019

This update includes the following bug fixes and improvements.
  • 1437 Fix ordering issue in exports
  • 1691 Improve onboarding email templates
  • 1777 Platform Updates

Hockeystick 20191202 Release Notes

Release Date: December 2, 2019

This update includes the following bug fixes and improvements.

  • 1667 Add regional comparisons to Angel investing benchmarking dashboard
  • 1699, 1702,1715 Optimize entity profile
  • 1735 Add new deal flow applications page
  • 1752 Add page to client portal
  • 1772 Platform updates
  • 1776 Update client screening form validations

Hockeystick 20191128 Release Notes

Release Date: November 28, 2019

This release introduces the ability to search by investor preferences for Hockeystick Pro customers. The release also contains improvements on company profile pages, pipeline application sign-ins and platform updates.

  • 1698, 1709 Company profile pages improvement
  • 1733 Improve Hockeystick Applications sign-ins
  • 1745 Taxonomy update for investor preferences
  • 1757 Platform Update

Hockeystick 20191125 Release Notes

Release Date: November 25, 2019

This release introduces the improvements on Advanced Search and company profile pages. This update also includes bug fixes and other improvements.

  • 1279 Improve Organization Type search filter
  • 1554, 1644, 1706 Fix some company website links
  • 1633 Improve the system to handle companies without locations
  • 1697, 1701 Company profile pages update
  • 1754 Platform Update
  • 1755 Fix the location filter in Advanced Search

Hockeystick 20191120 Release Notes

Release Date: November 20, 2019

This release introduces the ability to include Hockeystick Applications. This update also includes Reporting and platform updates.

  • 1721 Update Reporting app 's customer support links
  • 1746 Enhance company private datasets with Applications data
  • 1747 Platform Update

Hockeystick 20191119 Release Notes

Release Date: November 19, 2019

This update includes bug fixes and improvements.

  • 1493, 1494, 1495,1496 Update select components
  • 1690, 1742 Add more regions to Angel benchmarking dashboard
  • 1708 Personalize displayed homepage
  • 1718 Improve search backend

Hockeystick 20191114 Release Notes

Release Date: November 14, 2019

This includes bug fixes and improvements.

  • 1738 Improve analytics tracking

Hockeystick 20191113 Release Notes

Release Date: November 13, 2019

This update includes bug fixes and improvements.

  • 1631 Improve deal flow 2FA usability
  • 1634 Add new dashboard metrics
  • 1679 Update client deal flow form
  • 1694 Onboarding improvements
  • 1707 Personalise quick search links

Hockeystick 20191112 Release Notes

Release Date: November 12, 2019

This release introduces improvements on Angel benchmarking dashboard, and the release of Patents data for Hockeystick Pro customers. This also contains a platform update.


  • 1647, 1717, 1669 Improve dashboard widgets
  • 1695, 1696,1698 Implement support for loading and displaying patents
  • 1651 Platform update

Hockeystick 20191108 Release Notes

Release Date: November 8, 2019

This update includes bug fixes and improvements.

  • 1552 Add new permission management tools
  • 1668 Improve quality of dashboard numbers

Hockeystick 20191104 Release Notes

Release Date: November 4, 2019

This update introduces a redesign of funding details pages.  It also includes bug fixes and improvements.

  • 1511 Fix double submitting
  • 1626 Improve onboarding UX
  • 1652, 1653, 1654, 1655, 1663, 1664 Update deals display
  • 1658, 1687 Add new opt-in opportunities
  • 1672 Improve analytics on dashboards

Hockeystick 20191030 Release Notes

Release Date: October 30, 2019

This release introduces improvements to home and welcome pages.

  • 1678 Welcome Page Update
  • 1670 Add Grants icon to Hockeystick home page

Hockeystick 20191029 Release Notes

Release Date: October 29, 2019

This update includes the following bug fixes and improvements.

  • 1671 Update dashboard analytics tracking
  • 1682 Fix rendering of dataset picker on edit page
  • 1684, 1685 Improve display of dashboard charts
  • 1686 Fix issue parsing search url parameters

Hockeystick 20191025-2 Release Notes

Release Date: October 25, 2019

This release adds new places to our taxonomy.
  • 1688 Add new places to taxonomy

Hockeystick 20191025 Release Notes

Release Date: October 25, 2019

This release introduces Government Grants data for Hockeystick Pro customers. This release also includes some bug fixes. 

  • 1613 Government grants data
  • 1571 Improve search error handling

Hockeystick 20191024 Release Notes

Release Date: October 24, 2019

This release introduces analytics improvements and platform update.

  • 1557 Improve analytics tracking on Hockeystick site
  • 1681 Platform Update

Hockeystick 20191023-2 Release Notes

Release Date: October 23, 2019

This release introduces a bug fix on the dashboard.

  • 1673 Fix an Angel dashboard error for internal users

Hockeystick 20191023 Release Notes

Release Date: October 23, 2019

This release introduces the AWS credits benefit to companies using Hockeystick.

  • 1627 Homepage update: Claim AWS credits

Hockeystick 20191022 Release Notes

Release Date: October 22, 2019

This release includes improvements for client dashboards and updates on Hockeystick Reporting app.

  • 1596, 1600, 1601, 1604, 1606, 1603, 1602, 1608, 1662, 1630, 1592 Angel benchmarking dashboard
  • 1621 Add support for new login options and claiming accounts for Reporting app users
  • 1659 Client Project Screening Form updates

Hockeystick 20191018 Release Notes

Release Date: October 18, 2019

This release includes bug fixes for dashboards, exports and taxonomy updates.

  • 1628 Taxonomy updates
  • 1656 Fix client dashboards errors
  • 1657 Fix Excel exports generation errors

Hockeystick 20191017 Release Notes

Release Date: October 17, 2019

This release introduces support for location regions in the API. This update also includes bug fixes and improvements.

  • 1584 Integrate with Intercom
  • 1592 Add support for location regions in the API
  • 1622 Enable signing in to reporting with auth tokens
  • 1642 Update footer for new help site

Hockeystick 20191016 Release Notes

Release Date: October 16, 2019

This update includes the following bug fixes and improvements.

  • 1330 default all datasets to on
  • 1542 Add explanation of where data will be published in profile edit
  • 1543 Add confirmation about where data will be published in profile edit
  • 1595 Update navigation
  • 1597 Dashboard improvements
  • 1632 Platform updates

Hockeystick 20191015 Release Notes

Release Date: October 15, 2019

This update includes the following improvements:
  • 1529 Add analytics to client portal
  • 1577 Add new columns to deal flow clients pages

Hockeystick 20191009-2 Release Notes

Release Date: October 9, 2019

This release introduces platform updates.

  • 1615 Fix the internal tool for updating Open Database

Hockeystick 20191009 Release Notes

Release Date: October 9, 2019

This release includes updates and improvements on company pages and taxonomy.

  • 1346 Show more deal related information under the deals tab of company pages
  • 1609 Taxonomy updates

Hockeystick 20191008 Release Notes

Release Date: October 8, 2019

This update includes the following improvements.

  • 1458 Add support for editing contact info
  • 1576 Improve social link field UI
  • 1614 Update Homepage

Hockeystick 20191007 Release Notes

Release Date: October 7, 2019

This release introduces ability to submit a new organization to the Hockeystick database.

  • 1522, 1524, 1526, 1532 submit a new organization to the Hockeystick database

Hockeystick 20191004-2 Release Notes

Release Date: October 4, 2019

This release updates our taxonomy.

  • 1588 Add new cities to the taxonomy
  • 1591 Platform update

Hockeystick 2019.1004 Release Notes

Release Date: October 4, 2019

This update includes the following improvements:

  • 1569 Support showing more contact data in client portal

Hockeystick 2019.0927 Release Notes

Release Date: September 27, 2019

This update is the launch of our new home page.

  • 1581 Update navigation
  • 1583 Update homepage 

Hockeystick 2019.0926 Release Notes

Release Date: September 26, 2019

This update includes bug fixes and improvements.

  • 1573 Add marketing content for Hockeystick Pro
  • 1561 Improve claim acceptance error messages
  • 1570 Update datasets display on client portal
  • 1501 Update taxonomy
  • 1575 Add Hockeystick Apps login button

Hockeystick 2019.0925 Release Notes

Release Date: September 25, 2019

This update includes bug fixes and improvements.

  • 1549, 1559 Update taxonomy
  • 1553 Improve organization profile edit validations
  • 1556 Improved analytics tracking
  • 1558 Feature organization profile more prominently in navigation
  • 1572 Fix rendering issue on some entity pages

Hockeystick 2019.0919 Release Notes

Release Date: September 19, 2019

This update includes bug fixes and improvements.

  • 1334 Enable storing more additional kinds of contact information
  • 1455 Add client deal flow form
  • 1456, 1460, 1461, 1512 Add entity profile editing
  • 1490 Simplify login process
  • 1498 Update API for sectors facts
  • 1481, 1482, 1483, 1486 Add onboarding flow
  • 1487 Manage opt-in preferences

Hockeystick 2019.0916 Release Notes

Release Date: September 16, 2019

This update includes bug fixes and improvements.

  • 1462 Update profile layout
  • 1480, 1484 Enhance claiming dialogue
  • 1502 Update analytics data
  • 1513 Add admin support for sending invites to organizations
  • 1516 Improve Transaction and Person support in excel exports
  • 1531 Platform Updates

Hockeystick 2019.0909 Release Notes

Release Date: September 9, 2019

This release introduces ability to claim company profile. This update also includes taxonomy updates and improvements on our build infrastructure (i.e., CI).

  • 1408 + 1397 Taxonomy updates for ACA
  • 1479 Claim Profile: Sign-up Form & Validation
  • 1521 Platform Update

Hockeystick 2019.0904 Release Notes

Release Date: September 4, 2019

This release improves on our monitoring on backend API and export/import functionalities. This update also includes bug fixes and other improvements.

  • 1242 Make Excel exports importable by our internal too
  • 1400+1519 Setup app monitoring for platform application
  • 1520 Platform Update

Hockeystick 2019.0903 Release Notes

Release Date: September 3, 2019

This release includes bug fixes and improvements.

  • 1186 Add support for managing subscriptions from organization invite page
  • 1505 New Filter button doesn't work in Firefox

Hockeystick 2019.0827 Release Notes

Release Date: August 27, 2019

This release includes bug fixes and improvements.

  • 1438 Improve error message display on application form submission for a specific client
  • 1457 Add foundation work for profile editing
  • 1478 Platform update

Hockeystick 2019.0823 Release Notes

Release Date: August 23, 2019

This release includes bug fixes and improvements.

  • 1492 Improve Advanced Search mobile user experience

Hockeystick 2019.0821 Release Notes

Release Date: August 21, 2019

This release introduces improvements to Advanced Search. This update also includes bug fixes and improvements.

  • 1409, 1410, 1430, 1451 Improve search experience with auto suggest dropdown
  • 1443 Improve internal page tracking
  • 1489 Update Navbar

Hockeystick 2019.0820 Release Notes

Release Date: August 20, 2019

This release includes bug fixes on Client organization submissions.

  • Fix an signup bug for organizations from certain locations
  • Fix a release task that cleans up duplicate organizations

Hockeystick 2019.0815 Release Notes

Release Date: August 15, 2019

This update includes bug fixes and improvements.

  • 1284 Improve validation error message text on sign up
  • 1324 Add support for admin accounts to view client portal
  • 1396 Fix bug loading localization data in some cases
  • 1403 Update client portal contact information
  • 1416 Add support for more formats of linkedin url
  • 1434, 1442 Improve mixpanel tracking
  • 1492 Fix bug in admin panel invite sender

Hockeystick 2019.0814 Release Notes

Release Date: August 14, 2019

This update includes bug fixes and improvements.

  • 1269 Improve display of address fields in client portal
  • 1466 Fix bug uploading files in client portal forms

Hockeystick 2019.0813 Release Notes

Release Date: August 13, 2019

This release includes bug fixes and improvements.

  • 1429 Add customized scorecard for a specific customer
  • 1452, 1467 Improve Open Taxonomy with addition of new locations
  • 1465 Platform Update

Hockeystick 2019.0809 Release Notes

Release Date: August 9, 2019

This update includes bug fixes and improvements.

  • 1228 Improve profile UX for changing passwords and emails
  • 1337 Add new invite tools to admin panel
  • 1417 Improve quality of error reporting
  • 1427 Update messaging on client portal membership pages
  • 1450 Update taxonomy
  • 1499 Fix bug inviting users to organisations without any seats

Hockeystick 2019.0808 Release Notes

Release Date: August 8, 2019

This update also includes bug fixes and improvements.

  • 1405 Update defaults on subscription admin panel
  • 1431 Add new deal flow form

Hockeystick 2019.0807 Release Notes

Release Date: August 7, 2019

This update also includes bug fixes and improvements.
 
  • 1353, 1356, 1357, 1358, 1362, 1366, 1445, 1448 Add new application form to client portal and dealflow
  • 1376 Add analytics tracking for search
  • 1399 Improve client portal form completion notifications
  • 1401 Improve UX when user clears validation errors in forms
  • 1419, 1421 Update look of existing client portal forms to match the new one
  • 1420, 1422, 1423 Backport form improvements to old style deal flows
  • 1447 Platform Updates

Hockeystick 2019.0802 Release Notes

Release Date: August 2, 2019

This release includes bug fixes and improvements.

  • 1285 Remove Primary Owner from Settings
  • 1304 Improve internal data model for locations
  • 1327 Update data sharing logic for specific datasets
  • 1339 Improve internal admin tool subscription management
  • 1433 Platform Update

Hockeystick 2019.0730 Release Notes

Release Date: July 30, 2019

This update includes bug fixes and improvements.

  • 1435 Hide irrelevant options in advanced search.

Hockeystick 2019.0726 Release Notes

Release Date: July 26, 2019

This update includes bug fixes and improvements.
 
  • 791 Add new filter types to search
  • 1154 Platform Update
  • 1233 Add support for searching more fields to search
  • 1323 Fix rendering of search filters with a lot of selected options
  • 1371 Fix deal search result column rendering
  • 1374, 1375, 1377, 1378, 1379, 1380 Add Mixpanel tracking
  • 1384 Fix issue selecting a search tab with custom columns
  • 1386 Add deal size sorting support to entity pages
  • 1388 Improve performance of search inputs
  • 1424 Update taxonomy

Hockeystick 2019.0722 Release Notes

Release Date: July 22, 2019

This update includes bug fixes and improvements.

  • 1425 Improve support for signing up as an individual user
  • 1418 Platform Updates

Hockeystick 2019.0718 Release Notes

Release Date: July 18, 2019

This update also includes bug fixes and improvements.

  • 1413 Update deal flow landing page
  • 1414 Platform Updates

Hockeystick 2019.0716 Release Notes

Release Date: July 16, 2019

This release introduces a new Deal Flow application form. This update also includes bug fixes and improvements.
 
  • 1365 Fix an NGen email typo
  • 1389 Create 2019 Imagine Lab DealFlow Application Form
  • 1411 Platform Update

Hockeystick 2019.0715 Release Notes

Release Date: July 15, 2019

This update  includes bug fixes and improvements.

  • 1053, 1055, 1120, 1289, 1290, 1363 Add membership data editing support
  • 1287, 1288 Add support for sharing datasets
  • 1345 Improve display of range data
  • 1355 Add support for uploading multiple files to membership forms
  • 1368 Update footers
  • 1372 Update blog widget title display
  • 1382 Update client deal flow validations
  • 1383 Improve usability of search filter tree select fields
  • 1387 Update membership sign up form validations
  • 1393, 1395 Update taxonomy

Hockeystick 2019.0708 Release Notes

Release Date: July 8, 2019

This release introduces ability to use Hockeystick Logo API as our company logo provider. This update also includes bug fixes and improvements.

  • 1101 Fix company profile pages that have empty role section
  • 1207 Fix broken company logo images on Hockeystick main page
  • 1350 Fix NGen company profile page errors
  • 1359 Use Hockeystick Logo API for company logos
  • 1347 Taxonomy Improvement: Add missing options to some concepts
  • 1286 Taxonomy Improvement: Add missing places

Hockeystick 2019.0703 Release Notes

Release Date: July 3, 2019

This release introduces bug fixes on custom dashboards.

  • 1394 Fix the heat map in NACO dashboard
  • 1392 Fix the Canada Heatmap Widget in ACA dashboard

Hockeystick 2019.0702 Release Notes

Release Date: July 2, 2019

This update also includes bug fixes and improvements.

  • 1213 Improve appearance of managed deals
  • 1261 Allow custom columns to be reordered
  • 1333 Restrict member access to deal flows in screening
  • 1385 Update header CTA on custom client portal
  • 1390 Update rss widget image rendering on custom client portal
  • 1389, 1391 Platform Updates

Hockeystick 2019.0626 Release Notes

Release Date: June 26th, 2019

  • 1373 Update client portal dashboard widgets

Hockeystick 2019.0625 Release Notes

Release Date: June 25th, 2019

This update introduces ability to export all scorecard data to Excel. This update also includes bug fixes and improvements.

  • 1307 Improve look of scorecards export
  • 1354 Add support for individual users to ecosystem

Hockeystick 2019.0624 Release Notes

Release Date: June 24th, 2019

This release introduces ability to support customizing columns in search page. This update also includes bug fixes and improvements.

  • 1338 Update NACO Analytics logo
  • 787 Support customizing display columns in company/deal search pages
  • 1309 Improve CVCA Dashboard widgets to show Canadian data only
  • 1294 Fix an issue that results in count discrepancy between statistics and search
  • 1296 Add support for Facebook and LinkedIn Pixel
  • 1321 Update client portal: add Application Guide/Financial Guide

Hockeystick 2019.0619 Release Notes

Release Date: June 19th, 2019

 
This update also includes bug fixes and improvements.
 
  • 1348 Update styling of client portal
  • 1343 Platform Updates
  • 1317 Update header styling for custom client deal flow
  • 1299 Update export field text in reporting
  • 1278 Improve dashboard date picker usability
  • 1250 Update places taxonomy
  • 943 Add support for testing datasets
  • 835 Deploy logo api server

Hockeystick 2019.0613 Release Notes

Release Date: June 13th, 2019

 
This release introduces ability to support NGen submission auto approvals. This update also includes bug fixes and improvements.
 
  • 1248 Improve organization sign up validation errors
  • 1283, 1336 Enable membership auto approval
  • 1313 Add management tools for memberships
  • 1319 Improve project screening form validation errors
  • 1322 Platform updates
  • 1325 Fix bug on removing uploaded files
  • 1326 Update format of stored radio button values
  • 1335 Update upload format validations

Hockeystick 2019.0611 Release Notes

Release Date: June 11th, 2019

 
This release introduces ability to improve the NGen signup submissions processing logic. It also updates navigation links to new public pages.
 
  • 1328 Reduce NGen submission location data processing overhead
  • 1329 Homepage Top Navigation Changes - New product pages live

Hockeystick 2019.0605 Release Notes

Release Date: June 5th, 2019

This update also includes bug fixes and improvements.
 
  • 1320 Fix issue sending submission invites
  • 1318 Platform updates
  • 1314 Fix behaviour of some dashboard filters
  • 1276 Show deals for managed funds in the deals list
  • 1251 Add support for searching asset fields
  • 1237 Implement Search Name
  • 1225 NGen send contact email to community dataset instead of name

Hockeystick 2019.0530 Release Notes

Release Date: May 30th, 2019

This release introduces new application form. This update also includes bug fixes and improvements.
 
  • 1256, 1262, 1263, 1264, 1265, 1266, 1275, 1293, 1308, 1310 Add new application form to client portal
  • 1268 Add new client deal flow
  • 1295 Add new client scorecard

Hockeystick 2019.0527 Release Notes

Release Date: May 27th, 2019

This release introduces the updates to CVCA and ACA dashboards. This update also includes bug fixes and improvements.
 
  • 739 Support removing organization Invites
  • 1206 CVCA Dashboard Updates
  • 1217 ACA Dashboard Updates
  • 1241 Fix Excel export issues of missing location data
  • 1274 Platform updates
  • 1298 CVCA Dataset Update

Hockeystick 2019.0515 Release Notes

Release Date: May 15th, 2019

This update also includes bug fixes and improvements.
 
  • 1252 Update deal flow scorecard
  • 1277 Update league tables

Hockeystick 2019.0513 Release Notes

Release Date: May 13th, 2019

This release updates GICS sector to its latest version. This update also includes bug fixes and improvements.
 
  • 1000 Fix Reporting Dashboard not working properly with company filter on
  • 1254 Update header images in deal flow for a specific client
  • 1259 Update GICS sectors to 2018 version

Hockeystick 2019.0509 Release Notes

Release Date: May 9th, 2019

This update includes bug fixes and improvements.
 
  • 1214 Update the format for BAI exports

Hockeystick 2019.0507 Release Notes

Release Date: May 7th, 2019

This release introduces new updates to NGen individual and organization profile pages. This update also includes bug fixes and improvements.
 
  • 1113 GraphQL API updates
  • 1201 Simplify sharing datasets within an organization
  • 1212 Fix display of aggregate user information in admin panel
  • 1219 Fix rendering of updated CRM fields
  • 1255 Platform updates
  • 1239 Add support for asset search
  • 1232 Add support for long description
  • 1149 New UI for NGen organizations profile page
  • 1150 New UI for NGen individuals profile page

Hockeystick 2019.0430 Release Notes

Release Date: April 30th, 2019

This release introduces the improvement on NGen search functionality and includes bug fixes on our platform.
 
  • 962 Improve default handling of empty optional numeric values in reporting forms
  • 1146 Filter organizations and individuals by membership
  • 1155 Update NGen navigation and dashboard
  • 1165, 1183 Update places taxonomy keys
  • 1191 Improve NGen advanced search
  • 1236 Platform Updates
  • 1238 Fix NGen search options list
  • 1246 Platform Updates

Hockeystick 2019.0429 Release Notes

Release Date: April 29th, 2019

This update also includes bug fixes and improvements.
 
  • 1227 Add new deal flow form

 

Hockeystick 2019.0424 Release Notes

Release Date: April 24th, 2019 

This update also includes bug fixes and improvements.
 
  • 1208 Add new fields to accepted application submission data
  • 1221 Platform updates
  • 1230 Personalise navigation in custom client portals based on account type

Hockeystick 2019.0418 Release Notes

Release Date: April 18th, 2019 

This release adds our amazing blog as a widget on the homepage. This update also includes bug fixes and improvements.
 
  • 963 Add blog widget to homepage
  • 1122 Remove relationship nodes on the API if there are no known facts about them
  • 1126 Update accelerator profile page copy in French
  • 1128 Improve profile page styling
  • 1143 Add IsMember concept to our taxonomy
  • 1203 Fix API returning null grouping before others in statistics query
  • 1218 Improve email validation for login and reset password functionalities
  • 1220 Improve reliability and performance of internal Excel data loader

Hockeystick 2019.0417 Release Notes

Release Date: April 17th, 2019 

This update includes improvements to our Deal Flow and Reporting apps.
 
  • 1215 Improve export for specific deal flow applications
  • 1167 Improve fields title copy on accelerator profile page
  • 1185 Improve deal flow application questions for a specific client

Hockeystick 2019.0412 Release Notes

Release Date: April 12th, 2019 

This release implements new NGen pages updates. This update also includes bug fixes and improvements.
 
  • 1182 Platform Update
  • 1188 Taxonomy Updates
  • 1195 Support for storing and searching companies or persons by assets
  • 1157 Project Screening Form for NGen
  • 1187 NGen Individual Signup Page Update
  • 1190 NGen Organization Signup Page Update
  • 1216 Fix a NGen Project Screening Form Submission Issue

Hockeystick 2019.0411 Release Notes

Release Date: April 11th, 2019 

This update includes improvements on our Reporting app:
 
  • 1193 Update accelerator's profile pages in Reporting

Hockeystick 2019.0410 Release Notes

Release Date: April 10th, 2019 

This update also includes bug fixes and improvements.
 
  • 1116 Add draft completion report
  • 1135 Update search filters list
  • 1163 Add new scorecards

Hockeystick 2019.0408 Release Notes

Release Date: April 8th, 2019 

This update also includes bug fixes and improvements.
 
  • 1198 Improve accuracy of dashboard queries

Hockeystick 2019.0405 Release Notes

Release Date: April 5th, 2019 

This update also includes bug fixes and improvements.
 
  • 1097 Implement new dashboard
  • 1164 Improve Excel import support

Hockeystick 2019.0404 Release Notes

Release Date: April 4th, 2019 

This release includes bug fixes and improvements.
 
  • 1125 Improve internal data loading process on duplicated entries handling
  • 1022 Fix "Most Active VC Firms" league table for a particular client
  • 1107 Add company's stage information on to organization pages
  • 1156 Add new concepts to organization pages
  • 1184 Change registration landing page text on for a specific client
  • 1178 Improve layout of custom deal flow
  • 1179 Simplify company sign-up process

Hockeystick 2019.0401 Release Notes

Release Date: April 1st, 2019 

This update also includes bug fixes and improvements.
 
  • 1160 Enabled scorecard export
  • 1181 Updated deal flow application footer

Hockeystick 2019.0328 Release Notes

Release Date: March 28th, 2019 

This release adds support for Angel Group access on Hockeystick Database. This update also includes bug fixes and improvements.
 
  • 1016 Update certain concept keys to clarify their purpose
  • 1056 Fix Navbar breakpoints breaking on some mobile devices
  • 1105 Make LinkedIn field optional on sign-up form
  • 1112, 1144 Add additional concepts for Angel Group modelling
  • 1162 Add statistic endpoint for Dashboard metrics
  • 1124 Improve internal data loading process
  • 1148 Add access to submit data for certain angel groups
  • 1172 Platform update
  • 1180 Change static PDF link to S3

Hockeystick 2019.0325 Release Notes

Release Date: March 25th, 2019 

This update also includes bug fixes and improvements.
 
  • 1110, 1139, 1145 Implements new deal flow forms

Hockeystick 2019.0321 Release Notes

Release Date: March 21st, 2019 

This update also includes bug fixes and improvements.
 
  • Expands support for community portal memberships
  • Implements new dataset permission support
  • Improves Open Database support for localizing values

Hockeystick 2019.0319 Release Notes

Release Date: March 19th, 2019 

This update also includes bug fixes and improvements.
 
  • Update the accelerator dashboard

Hockeystick 2019.0314 Release Notes

Release Date: March 14th, 2019 

This update also includes bug fixes and improvements.
 
  • Perform platform update
  • Improve quality of processed client applications
  • Improve performance of taxonomy query

Hockeystick 2019.0312 Release Notes

Release Date: March 12th, 2019 

This release includes bug fixes and improvements.
 
  • 1013, 1019 Improvement to internal data upload tool
  • 1130 Update amount of data being published to community database for a specific client
  • 1136 Platform Update
  • 1147 Fix community Dashboard being broken when a specific option is chosen

Hockeystick 2019.0310 Release Notes

Release Date: March 10th, 2019 

This release introduces ability to search and view companies and people for a specific community member portal. This update also includes bug fixes and improvements.
 
  • 1061, 1062, 1080, 1118, 1119, 1114, 1115, 1131, 1132, 1137 Implement advanced search in a specific community members portal
  • 1091, 1104 Add support for Person search
  • 1123 Platform update

Hockeystick 2019.0307 Release Notes

Release Date: March 7th, 2019 

 This update includes the following bug fixes and improvements.

  • Improves dashboard query backend performance
  • Adds new Excel Importer functionality
  • Adds success notifications to user profile updates
  • Improves sign-up form validations
  • Performs platform Updates
  • Adds support for additional fields on sign-up forms
  • Adds new information pages to client portal
  • Fixes issue exporting deals
  • Improves layout of authentication modals
  • Updates homepage of a specific client's portal

Hockeystick 2019.0220 Release Notes

Release Date: February 20th, 2019 

This update also includes bug fixes and improvements.
 
  • Enable searching the Open Database by preferred investment stage
  • Adds support for approving individual submission
  • Performs platform updates

Hockeystick 2019.0215 Release Notes

Release Date: February 15th, 2019 

This release includes bug fixes and improvements.
 
  • Fix error during publication creation for a company
  • Implement custom scorecards for a specific client
  • Copy changes on community website
  • Platform update

Hockeystick 2019.0214 Release Notes

Release Date: February 14th, 2019

This update also includes bug fixes and improvements.
 
  • Add additional scorecard export
  • Improve behaviour of unexpected errors in sign up forms
  • Improve style of client custom dashboard

Hockeystick 2019.0212 Release Notes

Release Date: February 12th, 2019

This release includes bug fixes and improvements.
 
  • Fix dashboard ticker Widget doesn't scroll in Safari
  • Add support for University / College Research Department in taxonomy
  • Add support for Board of Trade as a business type in taxonomy
  • Fix reset password not working properly for a specific client
  • Update community site copy for a specific client
  • Update localization text for amount fields
  • Consolidate multiple "Incorporated" entries
  • Improve excel import error messages
  • Add support for importing more types of excel data
  • Platform Updates

Hockeystick 2019.0208 Release Notes

Release Date: February 8th, 2019

This update also includes bug fixes and improvements.
 
  • 1053 Add client application deal flow
  • 1064, 1076, 1083 Update community portal

Hockeystick 2019.0206 Release Notes

Release Date: February 6th, 2019

This update also includes bug fixes and improvements.
 
  • 1028, 1030, 1032, 1033, 1038, 1041, 1042, 1043, 1054, 1058, 1060, 1068 Implement client dashboard
  • 1069 Platform updates

Hockeystick 2019.0131 Release Notes

Release Date: January 31st, 2019

This release includes bug fixes and improvements.
 
  • 1007 Update copy of custom deal flow application

Hockeystick 2019.0128 Release Notes

Release Date: January 28th, 2019

This release updates the API to enable new instances creation. This update also includes bug fixes and improvements.
 
  • 982 Add custom scorecard module for a specific client
  • 1021 Platform Update
  • 1026, 1027, 1029, 1044 Add support for creating new instances via the API
  • 1051 Improve sign-up page translations
  • 1057 Update site footer
  • 1059 Improve custom sign-up page for a specific client

Hockeystick 2019.0117 Release Notes

Release Date: January 17th, 2019

This release includes bug fixes and improvements.
 
  • 997 Fix report publication invite not using predefined due dates

Hockeystick 2019.0117 Release Notes

Release Date: January 17th, 2019

This release adjusts sign-up experience for a community.
 
  • 1048 Improve user experience of sign-up forms for a community

Hockeystick 2019.0116 Release Notes

Release Date: January 16th, 2019

This update also includes bug fixes and improvements.
 
  • 635 Update rendering of entity data in the Open Database
  • 758, 964 Update Navbar
  • 861 Update community dashboard for a specific client
  • 944 Platform update
  • 1018, 1040 Improve field validations and UX for custom sign-up form for a specific client
  • 1045 Update scorecard copy for a specific client

Hockeystick 2019.0109 Release Notes

Release Date: January 9th, 2019

This update also includes bug fixes and improvements.
 
  • 1034 Fix deal flow form validation error

Hockeystick 2019.0108 Release Notes

Release Date: January 8th, 2019

This release includes bug fixes and improvements.
 
  • 1024 Fix submission error when certain values are sent

Hockeystick 2019.0107 Release Notes

Release Date: January 7th, 2019

This update includes bug fixes and improvements.
 
  • 853 Improve aggregate functionality in API
  • 878 Add additional fields to Excel export for a specific client
  • 949 Remove recent deals section from entity page
  • 1004 Update scorecard for a specific client
  • 1010 Fix Sign-up form for a specific client
  • 1012 Platform Update

Hockeystick 2019.0102 Release Notes

Release Date: January 2nd, 2019

This update includes bug fixes and improvements.
 
  • 978 Enable autosaving in deal flows
  • 998 Updates UI to add new fields to custom sign-up form for a specific client
  • 1008 Update registration page text

Hockeystick 2018.1224 Release Notes

Release Date: December 24th, 2018

This update includes bug fixes and improvements.
 
  • 953, 995 Update Open Database
  • 975 Improve behaviour of country selection fields
  • 981 Implement new application form for specific client
  • 991 Platform updates
  • 992, 993, 994, 999 Improve UX and validation rules on custom sign-up form for a specific client
  • 1001 Improve email notification content for a specific client

Hockeystick 2018.1220 Release Notes

Release Date: December 20th, 2018

This update includes bug fixes and improvements.
 
  • 966 Add redirection for https://www.hockeystick.co/legal
  • 986 Add support for reCAPTCHA in registration form
  • 996 Update registration form for a specific client

Hockeystick 2018.1219 Release Notes

Release Date: December 19th, 2018

This release introduces ability to embed registration flows in internet explorer. This update also includes bug fixes and improvements.
 
  • 987, 990 Application form reliability improvements
  • 988 IE11 support for frame embedding

Hockeystick 2018.1217 Release Notes

Release Date: December 17th, 2018

This release introduces ability to accept custom applications. 
 
  • 946, 977 Implement custom application processing

Hockeystick 2018.1217 Release Notes

Release Date: December 17th, 2018

This release introduces fixes to the Open Database search. This update also includes bug fixes and improvements.
 
  • 752 Add support for Excel file upload in API
  • 859 Update pie chart colours for specific community
  • 959 Platform update
  • 961 Implement new client scorecard
  • 967 Improve error handling in Excel export
  • 976, 979 Fix errors in search widgets
  • 983 Update Deal Flow application for a specific client

Hockeystick 2018.1206 Release Notes

Release Date: December 6th, 2018

This release introduces ability to print reporting pages. This update also includes bug fixes and improvements.
 
  • 941 Add page content print support in Reporting
  • 974 Load data into a community dataset for a specific client

Hockeystick 2018.1205 Release Notes

Release Date: December 5th, 2018

This release introduces ability to manage seats for your datasets. This update also includes bug fixes and improvements.
 
  • 540 Improve whitespace handling in Open Database search
  • 743 List organization subscribers in admin panel
  • 860 Update Open Database calls to action
  • 948 Add configuration options for application submitted notifications

Hockeystick 2018.1127 Release Notes

Release Date: November 27th, 2018

This release introduces ability to filter reports by date range and status. This update also includes bug fixes and improvements.

  • 881 Add scorecard export in Deal Flow for a specific client
  • 894 Add filtering options to Reports page in Reporting
  • 942 Platform updates
  • 947 Update scorecard localization in Deal Flow for a specific client

Hockeystick 2018.1122 Release Notes

Release Date: November 22nd, 2018

This release updates deal flow forms and the site footer. This update also includes bug fixes and improvements.
 
  • 934 Update deal flow form validations
  • 890 Add new deal flow form
  • 843 Update footer

Hockeystick 2018.1120 Release Notes

Release Date: November 20th, 2018

This release updates the reporting sign up page. This update also includes bug fixes and improvements.
 
  • 889 Resolve issue with renaming funds and companies
  • 887 Improve sign up UI
  • 834 Update taxonomy localization

Hockeystick 2018.1115 Release Notes

Release Date: November 15th, 2018

This release introduces new sorting functionality on the Open Database. This update also includes bug fixes and improvements.
 
  • 891 Add new deal flow application flow
  • 872 Muru-D filter by Program
  • 863 Platform Updates
  • 858 Fix a UI bug that shows a scrollbar besides some company logos
  • 844 Deals can be sorted by entity concepts
  • 768 Update CVCA contact email

Hockeystick 2018.1113 Release Notes

Release Date: November 13th, 2018

This release updates deal flow application forms. This update also includes bug fixes and improvements.
 
  • 879 Update Deal flow application form

Hockeystick 2018.1109 Release Notes

Release Date: November 9th, 2018

This release includes performance improvements. This update also includes bug fixes and improvements.
 
  • 864 Improve performance of Open Database exports

Hockeystick 2018.1106 Release Notes

Release Date: November 6th, 2018

This release introduces a new client dashboard. This update also includes bug fixes and improvements.
 
  • 862 Platform update
  • 851 Implement ACA dashboard
  • L226 Fix input field colour in Add Report modal

Hockeystick 2018.1101 Release Notes

Release Date: November 1st, 2018

This release introduces ability to show person data and new custom scorecard. This update also includes bug fixes and improvements.
 
  • 813 Enable company page to show associated persons data in the Ecosystem app
  • 857 Update admin panel organization search to use new filters API
  • 849 Fix a bug that shows duplicate insurance sectors in the Advanced Search page
  • 845 Platform Update
  • L218 Add new questions to muru-D scorecard

Hockeystick 2018.1031 Release Notes

Release Date: October 31st, 2018

This release following bug fixes and improvements.
 
  • L217 Fixes a issue preventing user from updating company permissions

Hockeystick 2018.1026 Release Notes

Release Date: October 26th, 2018

This release improves query structure of our Graph API.
 
  • 817 Improve API query structure

Hockeystick 2018.1023 Release Notes

Release Date: October 23rd, 2018

This release applies an important fix due to recent configuration change and improves our system storage efficiency. This update also includes bug fixes and improvements.

  • 729 Fix internal errors caused by configuration change
  • O65 Run operations to clean up unused files
  • 819 Add a currency column and display the correct currency in the excel export

Hockeystick 2018.1022 Release Notes

Release Date: October 22nd, 2018 

This release adds a new client application form. This update also includes bug fixes and improvements.

  • L204 Added Green Acre Capital application form
  • L206 Enhances some user experiences on application form
  • L207 Added new scorecard for muru-D

Hockeystick 2018.1017 Release Notes

Release Date: October 17th, 2018 

This release introduces ability to add multiple score cards in Deal Flow. This update also includes bug fixes and improvements.
 
  • L150 Add support for multiple score cards in Deal Flow
  • L199 Update client-specific deal flow application
  • L203 Improve KPI upload experience in Reporting
  • 644 Improve "Involved Parties" section display and logic in Open Database
  • 836 Add "Data Processing Agreement" link to footer

Hockeystick 2018.1011 Release Notes

Release Date: October 11th, 2018 

This release includes improvements on Ecosystem and Reporting apps.

  • 830 Improve the format of currency numbers in Excel export files
  • 831 Platform Update
  • 814 Improve the way how transaction information is displayed in deal pages
  • L203 Simplify KPI uploader UI and instructions text

Hockeystick 2018.1009 Release Notes

Release Date: October 9th, 2018 

This release introduces new dataset access for ACA members. This update also includes bug fixes and improvements.

  • 801, 808 Enable new datasets for ACA members
  • 807 Enable multiple selection of datasets
  • 826 Improve taxonomy concept names
  • 832 Fix entity duplication across datasets
  • L193, L196, L201 Implement custom deal flow for a specific client
  • L183 Enable filtering publication rate by cohort

Hockeystick 2018.1003 Release Notes

Release Date: October 3rd, 2018 

This release introduces ability to embed Reporting and Dealflow apps in external sites.
 
  • L157 Add support for embedding Reporting and Dealflow pages in <iframe>

Hockeystick 2018.1001 Release Notes

Release Date: October 1st, 2018 

This release introduces updates several deal flow company application forms. This update also includes bug fixes and improvements.
 
  • L154, L194 Update deal flow company application forms
  • 825 Platform update

Hockeystick 2018.0928 Release Notes

Release Date: September 28th, 2018 

This release introduces ability to export community data. This update also includes bug fixes and improvements.

  • 723 Clean up legacy communities and visibilities
  • 796 Add capability to export search results to Excel files
  • 828 Fix validation error in admin management panel interface
  • 829 Update GTA Waterloo Ecosystem image

Hockeystick 2018.0926 Release Notes

Release Date: September 26th, 2018 

This release introduces several new deal flow application forms, and improves the website's navigation bar on iPads. This update also includes bug fixes and improvements.

  • L131, L192 Implement new deal flow application flow
  • 827 Improve navigation bar and homepage widgets on iPad

Hockeystick 2018.0924-2 Release Notes

Release Date: September 24th, 2018 

This release introduces the GTA-Waterloo Corridor Ecosystem image.
 
  • 823 Add GTA-Waterloo Corridor Ecosystem image

Hockeystick 2018.0920 Release Notes

Release Date: September 20th, 2018

This release fixes footer rendering in deal flow applications. This update also includes bug fixes and improvements.
 
  • L189 Fixes a regression in rendering deal flow footers

Hockeystick 2018.0919 Release Notes

Release Date: September 19th, 2018

This release updates our terms of service agreement. This update also includes bug fixes and improvements.
 
  • 763 Fix Investor type showing up under round data
  • 800 Add terms of service handling to ecosystem applications
  • 722, 811 Platform update
  • L158, L159 Add new KPIs into taxonomy
  • L164 Implement custom deal flow application form for a specific client
  • L172 Adjust a custom deal flow application form for a specific client

Hockeystick 2018.0913 Release Notes

Release Date: September 13th, 2018

This fixes the following issues:
 
  • L185 Added a new Profile Name column to Programs tab in the BAI export

Hockeystick 2018.0910 Release Notes

Release Date: September 10th, 2018

This release introduces a portal for our staff to manage accounts. This update also includes bug fixes and improvements.

  • 673, 680, 681, 767 Initial release of admin portal
  • 761 Fix Deal > Activity Type display not being hierarchical
  • 776 Adjust default date filtering range for a community dashboard
  • 809 Platform update
  • L180 Add date submitted to deal flow applications export

Hockeystick 2018.0906 Release Notes

Release Date: September 6th, 2018

This release introduces a new date range picker. This update also includes bug fixes and improvements.

  • 675 Refresh date range picker appearance
  • 802 Improve platform stability

Hockeystick 2018.0830 Release Notes

Release Date: August 30th, 2018

This release introduces some minor performance improvements. This update also includes bug fixes and improvements.
 
  • 799 Improve performance of certain database queries and task queues
  • O100 Update public database

Hockeystick 2018.0829 Release Notes

Release Date: August 29th, 2018

This release implements parsing for additional formats of financial statements and improves the usability of concept search controls. This update also includes bug fixes and improvements.
 
  • 742 Correct behaviour when toggling to "is one of" concept search controls
  • L53 Parse financial statements with a wider range of account row styles
  • L155 Restrict access to the reporting "global export"
  • L170 Add custom client export

Hockeystick 2018.0823 Release Notes

Release Date: August 23rd, 2018

This release improves the performance of deal flow clients exports. This update also includes bug fixes and improvements.
 
  • 746 Unique Entity Identification
  • 798 Platform update 20180822
  • L95 Improve security of reporting publications API
  • L154 Fix dashboard KPI metrics not being converted correctly from months to quarters
  • L167 Fix financial export generation failure for some companies
  • L168 Improve deal flow clients export performance

Hockeystick 2018.0823 Release Notes

Release Date: August 23rd, 2018

This release improves the performance of deal flow clients exports. This update also includes bug fixes and improvements.
 
  • 746 Unique Entity Identification
  • 798 Platform update 20180822
  • L95 Improve security of reporting publications API
  • L154 Fix Dashboard KPI metrics not being converted correctly from months to quarters
  • L167 Fix financial export generation failure for some companies
  • L168 Improve deal flow clients export performance

Hockeystick 2018.0815 Release Notes

Release Date: August 15th, 2018

This release introduces querying data by datasets in our API. This update also includes bug fixes and improvements.
 
  • 721 Enable selection of data via datasets in API
  • 765 Fix issue where some SSO users could not sign in
  • 766 Platform update
  • L139 Prevent importing prediction numbers in Dashboard
  • L140, 160 Configure custom Deal Flow for one of our customers

Hockeystick 2018.0808 Release Notes

Release Date: August 8th, 2018

This release introduces the ability to print scorecards and invite users to file reports from a deal flow. This update also includes bug fixes and improvements.
 
  • L132 Add invite to report button to deal flow
  • L141 Add support for printing deal flow scorecards
  • L145 Fix the way financial mapping changes are propagated to older reports
  • 755 Update dependencies, clean up data schema

Hockeystick 2018.0803 Release Notes

Release Date: August 3rd, 2018

This release introduces a bug fix that resolves the high memory usage issue of our servers.
 
  • L148 Fix the memory usage spike when processing financial statement exports

Hockeystick 2018.0802 Release Notes

Release Date: August 2nd, 2018

This release introduces numerous internal reliability improvements. This update also includes bug fixes and improvements.
 
  • 748 Improve platform reliability
  • 749, 754 Use Hockeystick Taxonomy for localization
  • 750 Update League Tables
  • 751 Limit shown entity relationships based on visibility filters

Hockeystick 2.0.1-r164 Release Notes

Release Date: August 1st, 2018

This release improves the performance of Hockeystick reporting platform. This update also includes bug fixes and improvements.
 
  • L56 Improve the performance of processing financial statement files in the reports
  • L147 Fix the date formats for some deal flow applications

Hockeystick 2.0.1-r163 Release Notes

Release Date: July 30th, 2018

This release introduces dashboard filtering by pre-configured CRM fields. This update also includes bug fixes and improvements.

  • 489 Platform improvements
  • 640 Add new investor types to the entity pages
  • 693 Undisclosed investors should be treated as an entity
  • 741 Platform update
  • L17 Improve reliability of scheduled backend tasks
  • L61 Implement dashboard filtering by pre-configured CRM field
  • L85 Prevent sending of fund notifications for company reports

Hockeystick 2.0.1-r162 Release Notes

Release Date: July 23rd, 2018

This release introduces improvements to error and success notification screens. This update also includes bug fixes and improvements.

  • 729 Improve invite acceptance error notifications
  • 732 Improve rendering of not found errors
  • 738 Perform regular infrastructure updates
  • 740 Correct issue selecting your locale in community invites

Hockeystick 2.0.1-r161 Release Notes

Release Date: July 18th, 2018

This release introduces a new custom deal flow scorecard. This update also includes bug fixes and improvements.
 
  • 80 Implement new custom deal flow scorecard
  • 133 Change localization text on custom deal flow form
  • 655 Implement new password reset workflow

Hockeystick 2.0.1-r160 Release Notes

Release Date: July 12th, 2018

This release introduces ability to export BAI portfolios report and BAI accelerator profile and programs report. This update also includes bug fixes and improvements.

  • 650 Add BAI export report
  • 275 Improve endpoint security

Hockeystick 2.0.1-r159 Release Notes

Release Date: July 11th, 2018

This release includes bug fixes and improvements.

  • 641 Fix duplicated deals showing up on Open Database entity pages
  • 656 Implement account locking and unlocking for Community members
  • 718 Platform update

Hockeystick 2.0.1-r158 Release Notes

Release Date: July 10th, 2018

This update includes bug fixes and improvements.

  • 695 Add support for more stages in Deal Flow
  • 702 Fix Financial Data Importer export not generating in some rare scenarios
  • 703 Improve KPI input sheets historical data range
  • 719 Add redirect for a specific customer to a 3rd party registration page

Hockeystick 2.0.1-r157 Release Notes

Release Date: July 5th, 2018

This release introduces ability to manage Hockeystick Database user datasets. This update also includes bug fixes and improvements.

  • 621, 657 Update look of user authentication notification emails
  • 638, 676, 678, 714 Introduce ability to manage Hockeystick Database user datasets
  • 679 Track accepted Hockeystick Database user invites
  • 689 Improve community sector breakdown widget rendering

Hockeystick 2.0.1-r156 Release Notes

Release Date: July 4th, 2018

This release includes bug fixes and improvements.

  • 597 Update format of "pre-money valuation" CRM field to currency
  • 687 Fix CRM page not saving data in some scenarios
  • 698 Platform update
  • 700 Fix some CRM values not populating on the Dashboard

Hockeystick 2.0.1-r155 Release Notes

Release Date: July 3rd, 2018

This release improves internal email notification management tools. This update also includes bug fixes and improvements.

  • 384 Improve internal email notification management tools

Hockeystick 2.0.1-r154 Release Notes

Release Date: June 28th, 2018

This update includes bug fixes and improvements.

  • 614 Ensure carry-forward number is displayed correctly in Financial Engine exports
  • 616 Update website title
  • 642 Improve entity deal page undisclosed deal display
  • 668 Platform update

Hockeystick 2.0.1-r153 Release Notes

Release Date: June 27th, 2018

This release includes improvements to security and localization. This update also includes bug fixes and improvements.

  • 271 Improve API endpoint security
  • 340, 661, 682, 683 Improve localization
  • 674 Improve behaviour when copying forked KPI data in reports that also have financial data
  • 685 Fixes an issue when deleting uploaded files during new Deal Flow application
  • 688 Highlights the section label when an upload is missing
  • 689 Fixes numbering on Deal Flow scorecards

Hockeystick 2.0.1-r152 Release Notes

Release Date: June 22nd, 2018

This release includes bug fixes:

  • 584 Improve KPI importer sign handling
  • 601 Update Open Database request email content
  • 645 Platform update
  • 648, 659 Added Imagine Lab on Deal Flow platform
  • 664 Added email consent checkbox for BDC Women Deal Flow application

Hockeystick 2.0.1-r151 Release Notes

Release Date: June 19th, 2018

This release introduces Community Members login for our Open Database. This update also includes bug fixes and improvements.

  • 539 Fix pie chart count differ from search results when clicked through
  • 541, 575, 582, 585, 587, 599, 626, 654 Initial release of CVCA Intelligence
  • 549 Performance fixes on www.hockeystick.co
  • 558 Fix date picker being broken in Advanced Search
  • 568 Add new error page for www.hockeystick.co
  • 600 Initial release of Community Members login
  • 633 Update CRM page first "Company Details" section to "Company Profile", add support for 2 decimal points for numeric values
  • 647 Improve error handling on entities not found
  • 649 New KPI Churn (ARR) account

Hockeystick 2.0.1-r150 Release Notes

Release Date: June 14th, 2018

This release adds additionally allowed locales during the signup process.

  • 663 Add additional locales to the allowed list

Hockeystick 2.0.1-r149 Release Notes

Release Date: June 13th, 2018

This release improves French translations in the Reporting app. This update also includes bug fixes and improvements.

  • 183 Improve translations in the Reporting app.
  • 545 Sort countries drop-down in Deal Flow alphabetically
  • 628 Improve error handling in internal API
  • 684 Internal codebase improvement

Hockeystick 2.0.1-r147 Release Notes

Release Date: June 12th, 2018

Rolling back graph deployed on June 7th, 2018 due to errors introduced by it.

Hockeystick 2.0.1-r146 Release Notes

Release Date: June 11th, 2018

This release improves report generation logic for changing due dates. This update also includes bug fixes and improvements.

  • 586 Fix report generation logic for changing due dates
  • 619 Fixed Deloitte minor changes

Hockeystick 2.0.1-r145 Release Notes

Release Date: June 7th, 2018

This release introduces improves infrastructure reliability. This update also includes bug fixes and improvements.

  • 571 Add additional logging on servers
  • 580 Fix reporting template library pagination not working
  • 634 Update deployment task

Hockeystick 2.0.1-r144 Release Notes

Release Date: June 6th, 2018

This release updates the deal flow application's look and adds new workflow features. This update also includes bug fixes and improvements.

  • 561, 590, 598 Improve styling of custom intake forms and dashboard
  • 593 Improve intake form localization
  • 618 Fix accessing some past cohort applications

Hockeystick 2.0.1-r143 Release Notes

Release Date: May 31st, 2018

This release adds platform monitoring to our applications. This update also includes bug fixes and improvements.

  • 602, 605 Add support for platform monitoring tools
  • 603 Fix a rare case where duplicated template could be present for a deal flow

Hockeystick 2.0.1-r142 Release Notes

Release Date: May 25th, 2018

This release updates the required terms acceptance for existing users.

  • 595 Require users to accept new Hockeystick Terms of Service

Hockeystick 2.0.1-r141 Release Notes

Release Date: May 16th, 2018

This release adds an additional deal flow export and implements a number of bug fixes and improvements to reporting and authentication.

  • 386 Add additional automatic security scans
  • 510 Remove deprecated API method
  • 523 Add external drafts export to Hockeystick deal flow
  • 527 Improve error message when trying to apply to a deal flow without completing your sign up process
  • 531 Improve paging behaviour on admin settings pages
  • 547 Update wording in report notifications

Hockeystick 2.0.1-r140 Release Notes

Release Date: May 9th, 2018

This release updates our open database data. This update also includes bug fixes and improvements.

  • 75 Fix currently quarter not being available in certain custom exports
  • 493 Add the missing reference to AngelList for sign in with an AngelList link
  • 553 Data update for open database

Hockeystick 2.0.1-r139 Release Notes

Release Date: May 8th, 2018

This release includes bug fixes and improvements to KPI accounts.

  • 445 Implement deal flow modules for an enterprise client
  • 486 Add KPIs to taxonomy for some enterprise clients
  • 660 Fix duplicate company reports being generated

Hockeystick 2.0.1-r138 Release Notes

Release Date: May 3rd, 2018

This release includes bug fixes and improvements.

  • 530 Change internal email delivery report email address
  • 546 Fix typo in the website's footer
  • 503 Fix the report form fields that don't save different number formats

Hockeystick 2.0.1-r137 Release Notes

Release Date: May 1st, 2018

This release improves the reliability of search results on the Hockeystick open database. This update also includes bug fixes and improvements.

  • 455 Add analytics code to open database
  • 520 Fix search results not persisted across page loads

Hockeystick 2.0.1-r136 Release Notes

Release Date: April 30th, 2018

This release adds several fixes to our Open Database for the official launch. This update also includes bug fixes and improvements.

  • 506 Add buttons to Open database for claiming pages and submitting suggestions
  • 507 Remove old homepage on reporting.hockeystick.co
  • 521 Fix Open database issues discovered on the pre-launch day

Hockeystick 2.0.1-r135 Release Notes

Release Date: April 29th, 2018

This release introduces Hockeystick's Open Database at www.hockeystick.co and its accompanying graph API 🎉. You can learn more about our exciting new initiatives at our new About site at about.hockeystick.co.

  • 365 Initial release of Hockeystick's graph API
  • 481 Initial release of Hockeystick's Open Database

Hockeystick 2.0.1-r134 Release Notes

Release Date: April 25th, 2018

This release updates the quarter dropdown population algorithm. This update also includes bug fixes and improvements.

  • 480 Improve deal flow application status rendering
  • 497 Add ability to restore archived flows
  • 498 Update gems
  • 502 Update the quarter dropdown population algorithm

Hockeystick 2.0.1-r133 Release Notes

Release Date: April 24th, 2018

This release introduces a fix for not able to accept old publication invites for companies. This update also includes bug fixes and improvements.

  • 469 Add new custom Deal Flow for a customer
  • 492, 504 Add draft count box and export draft applications for a specific customer
  • 505 Fix certain old publication invites not acceptable by companies

Hockeystick 2.0.1-r132 Release Notes

Release Date: April 17th, 2018

This release improves French translation on report template preview. This update also includes bug fixes and improvements.

  • 454 Improve French translation report template preview
  • 488 Restore archived deal flow applications for a client
  • 491 Improve database performance on report publishing

Hockeystick 2.0.1-r131 Release Notes

Release Date: April 16th, 2018

This release introduces changes to deprecate some features as well as an update on our software deployment script.

  • op11 Simplify Deal Flow application deployment
  • 439 Deprecate custom branding
  • 438 Deprecate adding new company, fund/accelerator accounts
  • 437 Deprecate mentors

Hockeystick 2.0.1-r130 Release Notes

Release Date: April 12th, 2018

This release performs server configuration updates. This update also includes bug fixes and improvements.

  • 483 Update Portfolios application to support updated deployment architecture

Hockeystick 2.0.1-r129 Release Notes

Release Date: April 11th, 2018

This release updates how fund mappings are propagated between reports. This update also includes bug fixes and improvements.

  • 479 Upgrade parser
  • 485 Restrict access to archived Deal Flow applications
  • 471 Show empty columns in the export if that month contains no data
  • 476 Automatically update fund mapping of the same fiscal year on report publishing
  • 448 Improve period labeling in financial exports
  • 452 Adjust YTD carryover computation

Hockeystick 2.0.1-r128 Release Notes

Release Date: April 6th, 2018

This release updates external Deal Flow registration links. This update also includes bug fixes and improvements.

  • 478 Update external Deal Flow registration links
  • 473 Improve user experience for deal flow users removed from their current fund

Hockeystick 2.0.1-r127 Release Notes

Release Date: April 5th, 2018

This release adds new KPI taxonomy concepts. This update also includes bug fixes and improvements.

  • 450 Add new KPI taxonomy concept
  • 465 Enable external Deal Flow submitters to receive notifications
  • 467 Add custom KPI export download link

Hockeystick 2.0.1-r126 Release Notes

Release Date: April 4th, 2018

This release corrects the appearance of the SSO integrations list. This update also includes bug fixes and improvements.

  • 468 correct appearance of the SSO integrations list

Hockeystick 2.0.1-r125 Release Notes

Release Date: April 4th, 2018

This release improves the background script that fixes report financial account mappings.

  • 446 Add an option to copy mappings to the reports within a current fiscal year only

Hockeystick 2.0.1-r124 Release Notes

Release Date: April 3rd, 2018

This release introduces custom SAML login for one of our enterprise clients. This update also includes bug fixes and improvements.

  • 352 Add SAML integration for one of our enterprise clients
  • 459 Add feature flag for SAML integration

Hockeystick 2.0.1-r123 Release Notes

Release Date: April 3rd, 2018

This release updates calculations of EBITDAM.

  • 463 Update calculation of EBITDAM

Hockeystick 2.0.1-r122 Release Notes

Release Date: April 2nd, 2018

This release deploys a private authentication server providing the following feature.

  • 64 Sets up auth server for central authentication

Hockeystick 2.0.1-r121 Release Notes

Release Date: March 28th, 2018

This release fixes duplicate email notifications. This update also includes bug fixes and improvements.

  • 446 Improve KPI importer generated Excel file number rounding mechanism
  • 451 Fix a situation where some users might receive duplicate email notifications
  • 453 Improve validation on CRM program numeric fields
  • 462 Prevent some reports with accepted changes from showing up as pending

Hockeystick 2.0.1-r120 Release Notes

 

This release introduces the release task feature to improve the financial account mapping process.

  • 456 adds the rake task to apply the financial mappings from the latest report to the rest

Hockeystick 2.0.1-r119 Release Notes

Release Date: March 22nd, 2018

This release improves pending external Deal Flow applications visibility. This update also includes bug fixes and improvements.

  • 374 Fix custom export missing some data
  • 424 Improve Deal Flow application display logic on external pending applications

Hockeystick 2.0.1-r118 Release Notes

Release Date: March 20th, 2018

This release introduces the ability to do X and Y. This update also includes bug fixes and improvements.

  • 371 Fix registration for custom funding application flow
  • 380 Fix custom scorecard export producing duplicate entries
  • 447 Improve reports listing and searching mechanism
  • 430, 432, 441 Apply custom changes to several Deal Flow flows
  • 442 Improve Deal Flow notification wordings on program names
  • 436 Allow multiple 'Retained Earnings' or 'Dividends' accounts to be mapped in Financial Engine

Hockeystick 2.0.1-r117 Release Notes

Release Date: March 15th, 2018

This release introduces bilingual support on our sign up page. This update also includes bug fixes and improvements.

  • 412 Add bilingual support to the sign-up page
  • 429 Fix logo alignment on report template not respecting configuration

Hockeystick 2.0.1-r116 Release Notes

Release Date: March 14th, 2018

This release adds several customizations to specific Deal Flow applications. This update also includes bug fixes and improvements.

  • 198, 405, 431 Update specific Deal Flow applications' customizations
  • 428, 440 Add YoY and TTM KPI definitions to taxonomy

Hockeystick 2.0.1-r115 Release Notes

Release Date: March 13th, 2018

This release adds a timeout change to support large financial exports.

  • 435 Extend Financial Engine export timeout

Hockeystick 2.0.1-r114 Release Notes

Release Date: March 7th, 2018

This release introduces ability to set program information on CRM page for accelerators and improves usability in Deal Flow. This update also includes bug fixes and improvements.

  • 18, 23 Improve permission settings in Deal Flow flows
  • 391 Improve messaging for companies on the report page when no reports are due
  • 411 Add flow rejection in change history in Deal Flow
  • 413 Improve messaging on sign up page for creating a new organization
  • 415 Add Program section on CRM page for accelerators
  • 417, 421, 422, 423 Apply customization in customer specific flows in Deal Flow

Hockeystick 2.0.1-r113 Release Notes

Release Date: March 6th, 2018

This release improves invitation notification emails and Deal Flow user experience. This update also includes bug fixes and improvements.

  • 22 Fix additional meeting title change not being saved properly in Deal Flow
  • 260 Improve invitation acceptance / rejection email content
  • 308 Update copyright date
  • 320 Update custom flow application content
  • 362 Add support for Deal Flow external registration for a customer
  • 404 Update custom flow application content

Hockeystick 2.0.1-r112 Release Notes

Release Date: March 1st, 2018

This release adds new custom exports and defaults user listing to sort alphabetically on the People page.

  • 398 List users in alphabetical order on the People page
  • 403 Add support for a new type of custom export for Georgian Partners

Hockeystick 2.0.1-r111 Release Notes

Release Date: February 14th, 2018

This release focuses on improving security of our internal endpoints. This update also includes bug fixes and improvements.

  • 222 Improve security of internal endpoint
  • 344 Removing the custom KPI export link from production for Georgian Partners
  • 361 Adjust email copyright dates
  • 363 Fix multiple notifications being sent in certain situations
  • 364 Fix multiple notifications being sent on publishing
  • 366 Fix an error when running a custom export
  • 368 Hide Activate Reports button when company isn't linked in Portfolio
  • 369 Add translated Accelerator Details title to CRM page
  • 372 Fix Affiliation Type and Funding Type showing on the CRM page for companies
  • 376 Update KPI templates to accommodate wider date names
  • 383 Fix data from showing in Deal Flow from an associated account
  • 387 Fix user validation in Deal Flow

Hockeystick 2.0.1-r110 Release Notes

Release Date: February 5th, 2018

This release introduces new standardized contact fields on profile pages. This update also includes bug fixes and improvements.

  • 24 Fix reports activation in Deal Flow if application is created using external invitations
  • 264 Improve French translation on custom application
  • 285 Remove unused endpoint
  • 295 Introduce EBITDAM ratio in Financial KPI
  • 297 Add custom Deal Flow application
  • 300 Add new standardized contact fields on profile pages
  • 326 Change order of Debit and Credit in Financial Data Importer
  • 342 Set default dashboard version for existing clients
  • 347 Update pie charts legends to handle data types correctly
  • 358 Enable rejection of Deal Flow applications after they have been accepted
  • 359 Add additional customization for a client in Deal Flow

Hockeystick 2.0.1-r109 Release Notes

Release Date: January 26th, 2018

FEATURES AND DEFECTS ADDRESSED IN THIS RELEASE

  • 343 Fix extra export period being displayed in Financial Data export
  • 360 Fix incorrect link to Terms and Conditions on Sign Up page

Hockeystick 2.0.1-r108 Release Notes

Release Date: January 24th, 2018

FEATURES AND DEFECTS ADDRESSED IN THIS RELEASE

  • 88 Update link to reject organization invites from notifications page
  • 337 Prevent automatic generation of fund owned reports
  • 111 Add specific error message when attempting to reset password to a blank string
  • 351 Migrate website to about.hockeystick.co

Hockeystick 2.0.1-r107 Release Notes

Release Date: January 23rd, 2018

FEATURES AND DEFECTS ADDRESSED IN THIS RELEASE

  • 176 Fix issue preventing widget configuration deletion
  • 335 Improve pie chart formatting on large displays
  • 13 Generate forked copies of reports published after subscriber invites are sent
  • 224 Deprecate v1 csv export endpoint
  • 270 Deprecate local attachment download links
  • 296 Adjust naming of income statement columns in financial exports

Hockeystick 2.0.1-r106 Release Notes

Date: January 15th, 2018

FEATURES AND DEFECTS ADDRESSED IN THIS RELEASE

  • 10 Replace Total Published Reports widget with new Publishing Rate widget
  • 294 Set default alphabetical sort on organizations page
  • 303 Improve thank you message wording
  • 317 Correct mandatory field validation on draft save
  • 321 Adjust styling of lower publish buttons in custom report views
  • 328 Correct raw data sheet parsing in custom exports

Hockeystick2.0.1-r105 Release Notes Release

Date: January 10th, 2018

FEATURES AND DEFECTS ADDRESSED IN THIS RELEASE

  • 12 Generate KPI templates dynamically
  • 245 Implement new data backend for KPI uploads
  • 249 Implement custom v4 Dashboard
  • 304 Add Launchspot CTA to innovation organizations page
  • 307 Add Onboarding Coordinator job opening to careers page
  • 319 Implement new Deal Flow export format

Hockeystick 2.0.1-r104 Release Notes

Release Date: January 4th, 2018

FEATURES AND DEFECTS ADDRESSED IN THIS RELEASE

  • 314 show correct flash message on failed login with wrong email

Hockeystick 2.0.1-r103 Release Notes

Release Date: January 3rd, 2018

FEATURES AND DEFECTS ADDRESSED IN THIS RELEASE

  • 151 Prompt users to accept latest terms and conditions
  • 312 Prevent unnecessary regeneration of paused reports

Hockeystick 2.0.1-r102 Release Notes

Release Date: December 21st, 2017

FEATURES AND DEFECTS ADDRESSED IN THIS RELEASE

  • 263 Fix some company fields not being editable

Hockeystick 2.0.1-r101 Release Notes

Release Date: December 19th, 2017

FEATURES AND DEFECTS ADDRESSED IN THIS RELEASE

  • 201 Fix broken image tags on website
  • 202 Add Plaza Ventures case study on website

Hockeystick 2.0.1-r99 Release Notes

Release Date: December 13th, 2017

FEATURES AND DEFECTS ADDRESSED IN THIS RELEASE

  • 102 Fix certain company fields not being updatable in CRM
  • 112 Migrate everyone to the new Dashboard
  • 146 Improve time period conversion from quarters to months in Dashboard
  • 164 Fix trial balance mapper hangs when only opening and change columns are selected in Financial Data Importer
  • 239 Improve error handling on viewing company empty tags
  • 248 Add LaunchSpot news articles to website
  • 273 Remove example revenue image on empty Dashboard

Hockeystick 2.0.1-r98 Release Notes

Release Date: December 11th, 2017

FEATURES AND DEFECTS ADDRESSED IN THIS RELEASE

  • 262 Fix validation error message show on company details update in CRM

Hockeystick 2.0.1-r97 Release Notes

Release Date: December 7th, 2017

FEATURES AND DEFECTS ADDRESSED IN THIS RELEASE

  • 139 Fix email notification on triage rejection in Deal Flow
  • 156 Remove error message on sent to screening in Deal Flow
  • 207 Improve validation of paused applications in Deal Flow

Hockeystick 2.0.1-r96 Release Notes

Release Date: December 5th, 2017

FEATURES AND DEFECTS ADDRESSED IN THIS RELEASE

  • 231 Improve handling of postfixes in Financial Data Importer

Hockeystick 2.0.1-r95 Release Notes

Release Date: December 4th, 2017

FEATURES AND DEFECTS ADDRESSED IN THIS RELEASE

  • 251 Add internal administrative task

Hockeystick 2.0.1-r94 Release Notes

Release Date: December 1st, 2017

DEFECTS AND FIXES ADDRESSED IN THIS RELEASE

  • 21 Fix agenda not being included in meeting invites emails in Deal Flow
  • 56 Fix extra decimal values being shown on sheet preview in Financial Data Importer
  • 65, 82 Fix extra participants email processing in meeting invites in Deal Flow
  • 102 Fix company metafields not editable in some situations
  • 104 Add ability to view notifications and version control for Secretariat or Lead in Deal Flow
  • 155 Add support for adding new users as a Secretariat in Deal Flow
  • 159 Fix user being hidden when all permissions are removed in Deal Flow
  • 179 Fix accidental validation on form save for a customer in Deal Flow
  • 210 Implement custom permissions for a customer in Deal Flow
  • 211 Improve notification mechanism in Deal Flow
  • 220 Implement general ratios calculations in Financial Data back-end
  • 223 Internal analytics improvement
  • 229 Add support for derived ratios in Financial Data Excel exports
  • 230 Implement additional customization for a customer in Deal Flow
  • 232 Fix validation message not being displayed properly on force password reset
  • Internal improvements (R#190)

Hockeystick 2.0.1-r93 Release Notes

Release Date: November 29th, 2017

DEFECTS AND FIXES ADDRESSED IN THIS RELEASE

  • 33 Add error message when invite is accepted with different email
  • 126 Fix published ratings not viewable in reports
  • 178 Fix ratings rankings show as reversed in some situations
  • 206 Add additional force password reset validations
  • 213 Improve session validation on reports API endpoint
  • 215 Pause publications for specific fund
  • 216 Move CVCA banner into Private Equity section of website
  • 219 Remove gap on first row of Dashboard on wide screen
  • 227 Improve Dashboard widget metrics edits with multiple simultaneous requests
  • 228 Fix inability to remove Investment Notes content
  • Internal improvements (R#150, R#172)

Hockeystick 2.0.1-r92 Release Notes

Release Date: November 29th, 2017

DEFECTS AND FIXES ADDRESSED IN THIS RELEASE

  • 216 Add LaunchSpot announcement to Press Release

Hockeystick 2.0.1-r91 Release Notes

Release Date: November 23rd, 2017

DEFECTS AND FIXES ADDRESSED IN THIS RELEASE

  • 87 Validate authenticating source on Deal Flow registration
  • 122 Fix report page button being different for a custom implementation
  • 144 Add additional logos to PE and Innovation pages on the website
  • 193 Update names referencing Financial Data Importer on the website
  • 194 Enable option to allow leads to access flow menu in Deal Flow
  • 195 Improve security of shared company documents
  • 202 Remove deprecated surveys
  • 205 Improve password change token validation

Hockeystick 2.0.1-r90 Release Notes

Release Date: November 21st, 2017

NEW FUNCTIONALITY

  • 90 Replace map on website with Google Maps

DEFECTS AND FIXES ADDRESSED IN THIS RELEASE

  • 171 Fix dashboard not showing latest data imported via Financial Data Importer
  • 172 Fix Financial Data Importer export not matching Dashboard
  • 173 Fix YTD values not being imported correctly with Financial Data Importer
  • 180 Fix invitation email password reset links not going to the login page
  • 185 Show filtered company name on dashboard when a filter is applied
  • 186 Fix dashboard y-axis unit inconsistency

Release Date: November 20th, 2017 for Deal Flow only

  • 192 Allow leads and secretariats to assign members/leads in steps in custom Deal Flow implementation.

Release Date: November 17th, 2017 for Deal Flow only

  • 78 Enable notification settings for all admins
  • 137 Improve security on all endpoints
  • 153 Enable granting of lead permissions to everyone on the lead list
  • 162 Improve 2FA security
  • 169 Display step on client page in custom flow

Hockeystick 2.0.1-r89 Release Notes

Release Date: November 13th, 2017

NEW FUNCTIONALITY

  • 136 Add additional fields to Deal Flow registration flow
  • 175 Allow Deal Flow registration page to be in English only

Hockeystick 2.0.1-r88 Release Notes

Release Date: November 7th, 2017 - Evening

DEFECTS AND FIXES ADDRESSED IN THIS RELEASE

  • 168 Fix Dashboard not displaying decimal points and limiting to 12 months without time period

Hockeystick 2.0.1-r87 Release Notes

Release Date: November 7th, 2017

NEW FUNCTIONALITY

  • 125 Add Financial Data Importer whitepaper to homepage

DEFECTS AND FIXES ADDRESSED IN THIS RELEASE

  • 164 Fix company import task
  • 149 Improve style copying in Financial Data Importer
  • 152 Copy more types of headers in Financial Data Importer

Hockeystick 2.0.1-r86 Release Notes

Release Date: November 6th, 2017

DEFECTS AND FIXES ADDRESSED IN THIS RELEASE

  • 158 Address non delivery of reporting emails

Hockeystick 2.0.1-r85 Release Notes

Release Date: November 5th, 2017

NEW FUNCTIONALITY

  • 142 Implement new back-end for Financial Data Importer

Hockeystick 2.0.1-r84 Release Notes

Release Date: November 2nd, 2017

DEFECTS AND FIXES ADDRESSED IN THIS RELEASE

  • 134 Correct companies queries in custom mentor reports

Hockeystick 2.0.1-r83-2 Release Notes

Release Date: November 1st, 2017

DEFECTS AND FIXES ADDRESSED IN THIS RELEASE

  • 141 Add additional filters to Salesforce polling script in Deal Flow
  • 98 Fix behaviour of unapproval in consecutive Deal Flow applications
  • 97 Implement better custom term sheet step defaults on Deal Flow
  • 96 implement option for separate secretariat permission on Deal Flow
  • 95 Add user permission modification notifications to Deal Flow
  • 94 add notification when approval step is pending on Deal Flow
  • 39 Implement Salesforce data sync on Deal Flow

Hockeystick 2.0.1-r83 Release Notes

Release Date: October 30th, 2017

DEFECTS AND FIXES ADDRESSED IN THIS RELEASE

  • 131 Address 500 errors on large customized exports

Hockeystick 2.0.1-r82 Release Notes

Release Date: October 25th, 2017

DEFECTS AND FIXES ADDRESSED IN THIS RELEASE

  • 107 Sidebar of Portfolio Company CRM Field naming is more consistent
  • 118 Showing the proper information on the dashboard with proper scale

Hockeystick 2.0.1-r81 Release Notes

Release Date: October 24th, 2017

DEFECTS AND FIXES ADDRESSED IN THIS RELEASE

  • 123 Fix trial balance export calculation issues with accounts missing in between periods

Hockeystick 2.0.1-r80 Release Notes

Release Date: October 19th, 2017

DEFECTS AND FIXES ADDRESSED IN THIS RELEASE

  • 77 Update formatting of a custom export
  • 79 Update funding number of a custom report
  • 113 Fix accidentally merging old settings in Financial Data Importer
  • Internal improvements [R118, R122]

Hockeystick 2.0.1-r79 Release Notes

Release Date: October 18th, 2017

DEFECTS AND FIXES ADDRESSED IN THIS RELEASE

  • 114 Fix reports with cashflow attachment not being viewable

Hockeystick 2.0.1-r78 Release Notes

Release Date: October 17th, 2017

NEW FUNCTIONALITY

  • 99 Add Accelerator Group Type

Hockeystick 2.0.1-r77 Release Notes

Release Date: October 13th, 2017

NEW FUNCTIONALITY

  • 101 Add Accelerator Center customer story to homepage

Hockeystick 2.0.1-r76 Release Notes

Release Date: October 11th, 2017

NEW FUNCTIONALITY

  • 38 Add Notes field to Clients page
  • 45 Add Term sheet export in Microsoft Word format
  • 46 Add approval a step

DEFECTS AND FIXES ADDRESSED IN THIS RELEASE

  • 17 Improve security of password reset page
  • 26, 29, 76 Update custom reports and exports
  • 28 Fix generated report going to primary owner instead of logged-in user
  • 41 Fix notification page broken in some rare scenario
  • 57 Improve security of invite page
  • 49 Allow current quarter to be selected in custom report export
  • 79 Update funding number for custom report
  • 80 Merge mentor's email address with user's
  • 89 Add new team members to website About Us page
  • 91 Add anti-virus disclaimer to file downloads
  • Improve internal error handing (DF14)
  • Improve localization for specific customers (DF39)

Hockeystick 2.0.1-r75 Release Notes

Release Date: September 28th, 2017

DEFECTS AND FIXES ADDRESSED IN THIS RELEASE

  • 70 Fix funding applications not showing up on invites page when all projects are accepted/rejected

Hockeystick 2.0.1-r74 Release Notes

Release Date: September 26th, 2017

NEW FUNCTIONALITY

  • 44 Add secretariat only notification options
  • DF8 Add search to People page
  • DF10 Allow Clients and People page to sort both ways
  • DF11 Allow enter key to start search on Clients page
  • DF21 Add support for having fewer than 5 stages

DEFECTS AND FIXES ADDRESSED IN THIS RELEASE

  • 3 Fix group claims exports for 2017
  • 11 Fix claims form not locking or removing projects that have been rejected
  • 21 Include the agenda with the meeting invite
  • 30 Fix monthly revenue duplicated in portfolio report header
  • 32 Fix custom aggregated report returning blank sheets
  • 42 Implement custom dashboard labels
  • 47 Add support for custom pause reasons
  • 57 Filter out removed companies
  • 63 Add current quarter to the schedule G (and E) quarter pickers
  • 71 Add custom view approved scorecards
  • 72 Fix misaligned columns in Scorecard page
  • 73 Remove project manager position on website
  • Fix 500 instead of 404 error being returned in some scenarios
  • Implement Salesforce Connected App in Deal Flow
  • Improve application configuration
  • Improve fund permissions structure
  • Improve widget_data_helper calculation logic
  • Rename agenda to attachments
  • Upgrade dependencies

Hockeystick 2.0.1-r73 Release Notes

Release Date: September 19th, 2017

DEFECTS AND FIXES ADDRESSED IN THIS RELEASE

  • 94 Update homepage banner text

Hockeystick 2.0.1-r72 Release Notes

Release Date: September 18th, 2017

DEFECTS AND FIXES ADDRESSED IN THIS RELEASE

  • 72 Enable porting of claim forms
  • 83 Fix non-reporting companies showing up when they aren't supposed to
  • 84 Update homepage banner
  • 85 Update news page
  • BI11 Improve revenue endpoint performance

Hockeystick 2.0.1-r71 Release Notes

Release Date: September 11th, 2017

NEW FUNCTIONALITY

  • 67 Create ratio based fund accounts on income statements
  • 70 Add saving of dashboards configuration per portfolio company
  • 79 Update website - team section

DEFECTS AND FIXES ADDRESSED IN THIS RELEASE

  • 48 Add token purging cron job
  • 68 Fix portfolio value widget always being 0 in some cases
  • 69 Fix computations in claims form using incorrect row
  • 81 Fix certain custom reminder emails not being sent

Hockeystick 2.0.1-r70 Release Notes

Release Date: September 3rd, 2017

NEW FUNCTIONALITY

  • 66 Add press release for CVCA

Hockeystick 2.0.1-r69 Release Notes

Release Date: September 1st, 2017

DEFECTS AND FIXES ADDRESSED IN THIS RELEASE

  • 63, 65 Fix custom data export
  • BI5 Fix reports showing up duplicated on Reports page

Hockeystick 2.0.1-r68 Release Notes

Release Date: August 30th, 2017

DEFECTS AND FIXES ADDRESSED IN THIS RELEASE

  • 23 Add new categories for income statement accounts
  • 41 Update front facing website
  • 51 Add toggle for internal use
  • 54 Fix full Data Export is failing
  • 56 Add cascade destroy on fund_mappings down to associated models

Hockeystick 2.0.1-r67 Release Notes

Release Date: August 28th, 2017

DEFECTS AND FIXES ADDRESSED IN THIS RELEASE

  • 1 Prevent email farming
  • 4 Improve users invites handling
  • 7 Fix 504 bad gateway and site slowness
  • 27 Fix revenues imported via is/bs import end up negated
  • 30 Improve sessions handling
  • 40 Improve UI
  • 44 Parse unicode characters properly
  • BI4 Fix super slow query in metricsdatasummary

Hockeystick 2.0.1-r66,r65 Release Notes

Release Date: August 23rd, 2017

DEFECTS AND FIXES ADDRESSED IN THIS RELEASE

  • 19 Change currency symbol with available locale choices
  • 35 Fix redirect issue with login

Hockeystick 2.0.1-r64 Release Notes

Release Date: August 22nd, 2017

DEFECTS AND FIXES ADDRESSED IN THIS RELEASE

  • 150295522 Company page does not have the correct links
  • 150328129 Update audience pages on homepage
  • 150016869 Upgrade against brute force login
  • 150017403 Update access control with removing documents
  • 150017279 Update access control with creating documents
  • 150087530 Replace knowledge base links
  • 150456777 First claims report not pulling data from file

Hockeystick 2.0.1-r63,r62,r61 Release Notes

Release Date: August 18th, 2017

DEFECTS AND FIXES ADDRESSED IN THIS RELEASE

  • 150273432 Change headers in Deal Flow
  • 150242050 Add Deal Flow field
  • 150273653 Update Deal Flow sector
  • 150145707 Update company profile page
  • 150174536 Fix KPI fund mapping import does not tie mappings to fund
  • 150223280 Address Financial Data Importer import with bad reporting periods
  • 149921319 Implement Financial Data Importer metrics on dashboard
  • 150273740 Update Deal Flow demo account
  • 150218757 Cannot view report diff when only KPI file changes are present
  • 150174294 IS dashboard widgets need time period dates and average enabled
  • 150240472 The text "Reports" shows up twice under the company page
  • 149855927 There are duplicate links on the company page when viewing as a fund
  • 150114070 Allow Deal Flow admin to edit fields
  • 150055591 Quarterly export has long names
  • 150148120 TB export is calculating the change column incorrectly
  • 150174691 Quarterly IS/BS export has one quarter of blank data
  • 148447203 Update company report fields
  • 150133041 Improve performance in Financial Data Importer
  • 150258324 Fix Financial Data Importer showing when only KPI is enabled
  • 150226482 Cannot parse this Excel on TB Import

Hockeystick 2.0.1-r60 Release Notes

Release Date: August 11th, 2017

NEW FUNCTIONALITY

  • 149227345 Launch company single dashboard for fund

DEFECTS AND FIXES ADDRESSED IN THIS RELEASE

  • 149820526 Do not delete the last account in trial balance
  • 148922207 Support Swedish characters in trial balance processing
  • 148614597 Choose right sheet with multiple sheets
  • 149805215 Styling updates in staging after implementing the BS/IS code
  • 149309695 Refactor upload process in Financial Data Importer
  • 150094708 Add field for Deal Flow application
  • 150084426 Aggregate IS/BS export not being generated
  • 150081465 Uploaded company KPI template not displayed
  • 148796651 Empty survey results in published survey
  • 150065303 Trial balance with ending credit and debit columns results in empty export
  • 150112250 Export of a single company does not show all columns
  • 149884005 Server error when generating a claims export
  • 149228903 Reformat CRM fields
  • 150146800 Fix UI to differentiate between last year and this year applications and projects
  • 150182627 Single company export is missing columns
  • 150181764 Exporting single company has erroneous data in some data columns with improper column headings
  • 149864023 Company KPI files upload

Hockeystick 2.0.1-r59,r58,r57,r56 Release Notes

Release Date: August 8th, 2017

DEFECTS AND FIXES ADDRESSED IN THIS RELEASE

  • 148923779 Update sponsor banner
  • 148924289 Implement printer friendly formatting
  • 149159885 Remove outward link
  • 148931719 Clean and improve spreadsheet utility
  • 148601241 Add reason field to pause button
  • 148479937 Modify email template to add which project was approved
  • 148936189 Build workflow
  • 147645081 Implement custom scorecards
  • 145443927 Rework Salesforce integration requirements
  • 141516421 Fix view and edit links are different
  • 147950147 Address vulnerability
  • 148849607 Read client excel sheet and create custom export
  • 148927767 Create custom export to download data imported via Financial Data Importer
  • 149505369 Implement ability to print scorecards
  • 147342565 Remove hard-coded text
  • 147925229 Add additional data to export
  • 144358601 Handle unmatched quotes in commit messages in deploy script
  • 148104975 Fix erroneous numbers in export
  • 149519165 Update Team Photos
  • 148620975 Prevent users from submitting applications with lock
  • 149424035 Add scorecard fields to existing export
  • 148927513 Update the clients page
  • 149805446 Fix ability to edit trial balance sheet reports
  • 149964320 Address export failure for trial balances
  • 149820255 Implement UI for closing applications
  • 149930712 Enable the edit button for selected companies
  • 148954771 Address further export issues
  • 149764351 Implement additional questions for applicants
  • 147926259 Fix SSL issue
  • 150002224 Add missing data to export
  • 147646201 Implement endpoints for processing IS and BS uploads
  • 149973019 Create custom application
  • 149884542 Fix console error with trial balance preview
  • 149236649 Fix issue on viewing a report
  • 149188457 Implement UI for IS and BS

Hockeystick 2.0.1-r55,r54,r53 Release Notes

Release Date: July 19th, 2017

DEFECTS AND FIXES ADDRESSED IN THIS RELEASE

  • 144205077 Update dates in the right format
  • 148679065 Create report template
  • 148594267 Address export issues
  • 148676633 Remove draft applications from export
  • 148863719 Lock client reporting excel sheet
  • 148766435 Verify report template
  • 148661469 Address Linkedin link on homepage
  • 147362173 Soft delete empty duplicate reports
  • 148921589 Soft delete specific publication
  • 148868565 Implement french for scorecards
  • 148868811 Fix missing website field in scorecards
  • 148996769 Verify report template
  • 149100541 Support balance sheet and income statement placeholders
  • 149026969 Add Cashflow to fund
  • 149187621 Add betakit article to website

Hockeystick 2.0.1-r52 Release Notes

Release Date: July 7th, 2017

DEFECTS AND FIXES ADDRESSED IN THIS RELEASE

  • 148136699 Fix funding application
  • 148136789 Address claims reporting
  • 147764721 Fix dashboard controller
  • 147764153 Remove command from metafields
  • 147926467 Remove keys
  • 148028785 Fix duplicate rows in sheet picker
  • 147488893 Implement upload with different sheet names
  • 147949631 Add security restrictions
  • 147765089 Remove token
  • 147764541 Address unsafe render in errors controller
  • 147925857 Remove command from events controller
  • 147762641 Improve performance in application controller
  • 147763465 Fix evaluation of database value in mail interceptor
  • 148073159 Fix term sheet link rendering
  • 148153467 Create letter of offer custom field
  • 146892715 Fix user access issue
  • 148420655 Address validation error
  • 148152739 Create form with missing fields
  • 148303629 Update about on website
  • 148372319 Remove bookkeeper position from website
  • 148434029 Re-configure error reporting tool
  • 148426777 Address known security issues
  • 147698989 Send an invitation for claims reports

Hockeystick 2.0.1-r51 Release Notes

Release Date: June 28th, 2017

DEFECTS AND FIXES ADDRESSED IN THIS RELEASE

  • Add stricter validation of start date field in report template settings

Hockeystick 2.0.1-r50 Release Notes

Release Date: June 20th, 2017

NEW FUNCTIONALITY

  • Update password policy to require a special character
  • Add select all future companies option to permissions screen

DEFECTS AND FIXES ADDRESSED IN THIS RELEASE

  • Reduce widget metric generation time
  • Improve validation of input on organization and mentor invite pages when no users selected
  • Correct 404 in some publication invite acceptance workflows
  • Correct redirect destination for users attempting Deal Flow signups from incorrectly set up accounts
  • Update language when no results returned in reports search

Hockeystick 2.0.1-r48 Release Notes

Release Date: June 6th, 2017

DEFECTS AND FIXES ADDRESSED IN THIS RELEASE

  • Correct display of selected user permissions in search pane of user invite screen

Hockeystick 2.0.1-r47 Release Notes

Release Date: June 5th, 2017

DEFECTS AND FIXES ADDRESSED IN THIS RELEASE

  • Correct displayed status of edited reports

Hockeystick 2.0.1-r46 Release Notes

Release Date: June 3th, 2017

NEW FUNCTIONALITY

  • Deploy new interface for accepting or rejecting additional changes to already published reports
  • Updat the look of the 404 and maintenance pages

Hockeystick 2.0.1-r44 Release Notes

Release Date: May 25th, 2017

DEFECTS AND FIXES ADDRESSED IN THIS RELEASE

  • Make the display of all attachment types consistent on report view
  • Correct the quarters list in the global export quarter picker

Hockeystick 2.0.1-r43 Release Notes

Release Date: May 17th, 2017

DEFECTS AND FIXES ADDRESSED IN THIS RELEASE

  • Prevent certain bad dashboard widget configurations from producing errors in the JavaScript console

Hockeystick 2.0.1-r27 Release Notes

Release Date: March 29th, 2017

NEW FUNCTIONALITY

  • Improve overall performance of internal site especially loading of Reports page

Hockeystick 2.0.1-r26 Release Notes

Release Date: March 23rd, 2017

NEW FUNCTIONALITY

  • Reduce the enthusiasm of our error messages
  • Extend support for report template copying to more complex templates

DEFECTS AND FIXES ADDRESSED IN THIS RELEASE

  • Correct behaviour of nested mandatory subfields when parent is toggled
  • Prevent accidental form submission on mentor invite page
  • Extend client side validation of mentor invite fields

Hockeystick 2.0.1-r25 Release Notes

Release Date: March 15th, 2017

NEW FUNCTIONALITY

  • Extend mandatory field support to include more field types

Hockeystick 2.0.1-r24 Release Notes

Release Date: March 9th, 2017

NEW FUNCTIONALITY

  • Add new team members to the about page
  • Improve performance of the email reminders task

Hockeystick 2.0.1-r21 Release Notes

Release Date: March 3rd, 2017

DEFECTS AND FIXES ADDRESSED IN THIS RELEASE

  • Improve filtered group page counts

Hockeystick 2.0.1-r20 Release Notes

Release Date: March 1st, 2017

DEFECTS AND FIXES ADDRESSED IN THIS RELEASE

  • Improve subfield hiding behaviour for translated fields
  • Correct behaviour of select fields when changing between report view locales
  • Redirect expired email links to dashboard in edge cases

Hockeystick 2.0.0-r183 Release Notes

Release Date: February 21st, 2017

NEW FUNCTIONALITY

  • Add release notes
  • Add recaptcha to user sign up

DEFECTS AND FIXES ADDRESSED IN THIS RELEASE

  • Correct behaviour of select fields when changing between report locales

Hockeystick 2.0.0-r182 Release Notes

Release Date: February 15th, 2017

DEFECTS AND FIXES ADDRESSED IN THIS RELEASE

  • Correct forking of reports with complex subfield arrangements

Hockeystick 2.0.0-r180 Release Notes

Release Date: February 13th, 2017

NEW FUNCTIONALITY

  • Add support for longer portfolio report labels