Built in the
open.

Newsroom heading visibility & article structure

Article H2/H3/H4 were rendering as washed-out italics because a CSS rule wrapped an OKLCH theme token as HSL. Rewrote the article-body styles against the actual theme variables; tightened the heading splitter so AI-emitted titles with embedded bold ("**Energy and AI: The New Sovereign Wealth Priorities**") render cleanly.

• color: var(--foreground) (was invalid hsl(oklch()))
• color-mix(in oklab,…) for every translucent border + accent
• Strip leading "1. " from heading-promoted list items
• Drop unmatched ** when bold pair breaks across split boundary

Admin sidebar now visible for DB-flagged admins

Admin nav was only checking user_metadata.role, so anyone admin'd via the ADMIN_EMAILS allowlist or public.users.is_admin=true in Neon saw no Admin section even though /dashboard/admin/* worked by URL. Sidebar now trusts the same three-source check as the server guard.

• isAdmin computed once in dashboard/layout.tsx via isAdminUser()
• Sidebar accepts isAdmin prop with metadata-only fallback for compat
• All three admin sources (allowlist + metadata + DB) now route correctly

LP Campaign Studio accepts any XLSX/CSV

Stopped requiring exact header names. The importer now fuzzy-matches headers ("First name" / "first_name" / "FIRSTNAME" all map to the same field), parses quoted multi-line CSV cells via SheetJS, and handles two-event campaigns end-to-end. DMs auto-elect angel/HNW profiles when no LinkedIn DMs sheet is present.

• HEADER_ALIASES map covers ~40 common variants
• SheetJS-based CSV parse handles quoted multi-line cells
• Crawl integration: per-profile website inference + investment focus
• 282-row two-event outreach campaign generates in 2:30 (Qwen / DashScope)

FO enrichment + AI assistant tooling

Five new tools wired into the assistant for the family-office workflow: enrich_db_from_xlsx, db_gap_analysis, generate_event_outreach_drafts, apply_template_to_outreach_drafts, enrich_xlsx_with_llm. The web crawler now provides per-profile context (inferred website, investment focus, recent crawl) to every draft. Vercel artifacts now route through Vercel Blob instead of per-lambda /tmp.

• Enriched Neon with +452 firms + 561 investors from FO XLSX uploads
• Web-crawl context wired into FO enrichment + outreach draft tools
• Vercel Blob for durable artifact storage (fixes 404 on download)
• Registration kill-switch + conditional sign-up/login UI

Cap table & dilution modeler

Plan ownership across rounds with live scenario sliders. Founders, ESOP, and investor stakes recompute as you change pre-money, raise size, or pool top-ups.

• Stacked ownership chart across rounds
• Editable holders & funding rounds
• Auto-solves ESOP top-ups against post-money targets
• Per-stage value-of-stake calculation

Runway scenario planner

Three-scenario burn projection with planned-raise marker. Pinpoints your zero-cash month and warns when fundraising should kick off.

• Conservative / baseline / optimistic projections
• Burn vs. revenue gap chart
• Planned raise injection at any month
• Automatic urgency banner < 9 months

Term sheet analyzer

Live red-flag detection on every clause that matters. Each term is benchmarked against market norms with severity scoring.

• Liquidation, anti-dilution, board, ESOP, vesting all scored
• Founder-friendliness score 0-100
• Plain-English negotiation notes per term

Investor matching v3

Re-trained matching model on 8,200 closed rounds from the last 18 months. Median match relevance is up 14% over v2.

• New behavioral signals: cadence, board involvement, follow-on rate
• Stage transitions weighted explicitly (seed→A, A→B)
• Geo & sector overlap normalized

Outreach sequences

Multi-step email cadences with branching on reply, open, and click. Pull warm-intro context from your CRM at send time.

Pitch deck AI review

Faster scoring (4.1s avg → 1.9s) and a new 'investor lens' that mimics a Tier-1 partner reading on a Sunday morning.

SOC 2 Type II report available

Our second-year SOC 2 Type II is complete with zero exceptions. Available under NDA in the trust portal.

Data room with watermarking

Encrypted document sharing with per-viewer watermarks, view tracking, and time-limited access tokens.

Pipeline stage drag-and-drop

Fixed a race condition that occasionally reverted stage changes when moving multiple deals quickly.

CRM bulk operations

Update stage, owner, and tags across hundreds of contacts at once. Undo within 30 seconds.