February Releases & Product Updates

As we close the books on February, our team has been hard at work building new features across our product offerings for funds, investors, and founders.

We've consolidated these updates from the month of February and provided a glance into what you can expect to see released in March. Providing transparency into our roadmap in efforts to help our partners and community stay up-to-date as AngelList's product offerings continue to evolve.

Recent Releases ‍

In February, the team shipped an array of new features across our standalone software offerings for established funds, Full-Service fund management offerings for emerging managers, and equity management software for founders.

Full Service Fund Management

• Request investor dashboard access - third party partners, like tax professionals or accountants, can now request dashboard access via the “Request Access” screen. Invest account owners can then review and approve these requests directly from their Team Members page. 
• Automated fee contributions - syndicate leads can now track and pay their contributions towards vehicle setup costs directly within product instead of having to reach out to their account manager.
• Improved LP tax information collection - to improve K-1 delivery timelines and accuracy, LPs can now provide tax information within the investment workflows before completing an investment. 

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Investor Management Suite 

• Add multiple CTAs to data rooms - configure your data rooms on the permission group or visitor level even further by adding multiple call-to-action links.

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Portfolio Management 

• Valuation updates and evidence upload - company valuations are now displayed throughout Relay on the Portfolio, company landing, and on dedicated 'Valuation review' pages. Easily update these values, add supporting evidence, or track historical changes directly on these pages.
• Relay email extension - in addition to forwarding emails to your Relay email, you can now set up an email extension directly within your inbox allowing company updates to be automatically ingested and parsed in Relay

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Equity Management for Founders

• ‍Stakeholders portal - startup employees, investors, and other company shareholders now have access to a sleek portal where they can easily view their holdings, exercise options, and download documents.

Upcoming Releases 

As we head into the final month of Q1, we're sharing a preview of the upcoming feature releases we have planned for March across our offerings for firms, founders, and investors.

Full Service Fund Management

• Counter-signed investment documents - once a document has been signed by all parties, AngelList will provide the fully signed documents immediately after completing an investment instead of a digital signature certificate.

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Investor Management Suite 

• Public data room links - we're releasing additional authentication options for accessing data rooms, including the ability to create public links that don't require investors to create an account.

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Financial Management 

• Ledger Launch [Alpha] - as we actively build a standalone ledger software for funds and fund administrators, we've shipped an array of features including; Chart of Accounts, General Ledger, Trial Balance, Balance Sheet, Statement of Operations, and are garnering feedback from design partners.

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Equity Management 

• Seamless money movement - ability to allow investors and stakeholders to directly connect their bank info so companies on AngelList Equity can easily receive capital and payments for equity-related transactions such as option exercise.

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Product Overviews

Full Service Fund Management 

AngelList offers an all-in-one solution for fund managers looking to launch, run, and scale a fund. We pair our software with Belltower's fund admin services for venture funds, rolling funds, and syndicates. You can learn more about these offerings here.

Investor Management Suite 

For funds larger than $150M, AngelList provides fund admin-agnostic software for you to prospect, close, and nurture long-term investor relationships—all within a unified platform. Impress your investors from day one with software modernizing Data Rooms, digital sub docs, and investor portals. You can learn more about these offerings here.

Portfolio Management

AngelList provides comprehensive, AI-powered portfolio management software (Relay) to centralize all portfolio data and help firms execute key workflows such as valuation updates, SOI reconciliation, and monitoring portfolio company key performance using data from company updates and legal documents. You can learn more about these offerings here.

Financial Management 

For funds larger than $150M, AngelList provides treasury management and accounting ledger software to help you manage the entire lifecycle of money movement, transaction recording in a general ledger, allocations, and financial reporting. You can learn more about these offerings here.

Equity Management

‍For companies from pre-seed to $5B in valuation, AngelList’s cap table software removes the friction from managing startups’ greatest asset, their equity. Draft and sign options, shares, or SAFEs all from one connected product. Give employees and shareholders secure dashboards to track vesting, exercise their options, and access important documents. Conduct option exercises, repurchases, secondary transactions, and terminations. Stay compliant and under Safe Harbor with audit-ready 409A valuations. Learn more here.

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Stay Tuned

Be on the lookout as we continue to ship updates across our product offerings for funds, startups, and investors. We’re excited to continue to evolve our product offerings as we continue to build the infrastructure that powers the startup economy. 

If you have any questions on any of the above releases, product offerings, or upcoming features—don’t hesitate to reach out to your account manager or contact our team directly. To learn more about our products, visit AngelList.com. 

Thank you for being a part of the AngelList community!