Release Notes

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