Changelog

2026

July 2026

• Improved — “Why It Matches” Section on Company Profiles When reviewing a company in a SourceAI search, you now see why it matches your criteria directly on the profile.
• Improved — A redesigned Contact Experience One place to see and manage every contact and intro request for a company and an updated contact tab in company profiles.
• Improved — A Streamlined Menu Everything you use daily is now one click from the top: Home, SourceAI, Lists, Companies, Projects, Analytics.
• New — Project Flow Configuration Now your organization can define how venture clienting actually works across your business units and project managers — the stages, tasks, approvals, and terminology that match how you operate.

June 2026

• Improved — Company profiles refreshed. A new certification section now appears directly on startup profiles. Browse certifications on any profile and quickly gauge startup maturity.
• Improved — Company Outreach: Reach out in bulk Select a batch of startups in a list or a project and connect with all of them in one click — no more one profile at a time.
• New — Company Insights (beta) in Analytics. An aggregate, visual overview of every startup your org has engaged with — portfolio at a glance, where your innovation is sourced from, funding maturity, and which companies keep showing up across projects. Drill into any chart to the companies behind it.
• Improved — Company profiles refreshed. A new Funding & Investors section (rounds and the investors behind each company), richer Customers & Case Studies, and a tighter, faster-to-scan layout.
• New — Your Companies: drill-down CRM. New filters to drill down on your companies, curate lists and manage exports — and “Listed in,” “Shortlisted in” and “Selected in” are now included in the CSV export.
• Improved — PDF Exports 2.0. Generation moved to the backend, so big reports no longer freeze your browser — you click Export and get a download link. All three export types (List, Project, Startup Profile) were redesigned with proper covers and cleaner typography; critical “Why?” notes and source links are back; and project reports gain a visual timeline, a Pain Point page, and an export-options modal with a “Pain Point only” preset.
• Improved — Analytics, rebuilt. Every chart recalculated on the backend and audited, so numbers reconcile across your Kanban and Analytics.
• New — Drill-down on every chart. Click any bar, segment or metric to see the exact projects behind it.
• New — Funnel Health view. Stage volumes, conversion rates and bottlenecks at a glance.
• New — Custom targets vs. benchmarks. Set conversion-rate and cycle-time targets and compare to industry medians.
• New — Data Health Check. Surfaces missing fields and inconsistencies so you can keep insights reliable.
• Improved — Median “Days in Phase” replaces averages, so outliers no longer skew speed metrics.
• New — Full data export (v2). One-click CSV of all underlying project data.
• New — Fresh funding rounds (PitchBook). Up-to-date funding on company profiles and landscapes, refreshed monthly and merged with existing data.
• New — Startup outreach. Admin dashboard to review and edit recipients and content before anything sends, scheduled follow-ups, and custom email templates.
• Improved — Bulk company outreach. Select a batch of startups from any list or project and connect with all of them in one click — no more one profile at a time. A personal status column (Not contacted → Pending → Sent → Connected) tracks every request, scoped to you.
• Improved — Certifications on startup profiles. Startup certification data now appears directly on profiles, so you can gauge startup maturity at a glance.

July 2026

• New — Project Flow Configuration. Configure your venture-clienting process — stages, tasks, approvals and terminology — to match how your organization actually works, with named Project Types, custom labels, automatic tasks, approval gates and notifications.
• New — Streamlined OS menu. The sidebar goes from 10 items to 5, with no section headers — Backlog & Requests moved into Projects, Open Challenges into Lists, and Business Unit management into Settings as “Directory.”

May 2026

• New — Innovation Hub, reimagined. A redesigned Hub with action cards and a revamped side nav (Home, About, SourceAI, Lists, Custom pages). AI-powered SourceAI search replaces keyword-only search, Lists become a first-class section for Business Units (Accessible / Shared with me / My Lists), and stakeholders see projects split into My Projects and Other. The admin panel adds a standardized Home, a simpler stakeholder preview, and a Draft state for custom pages.
• New — Lists connected to projects. Full-screen “Edit list” inside a project; connected lists are findable in search again, marked with an In Project tag.
• New — Momentum indicators on Landscape cards. See which categories are worth your time at a glance.

April 2026

• New — List → Project flow. A clearer, guided transition from a startup list into a project (rolled out to all users).
• New — SourceAI: Stop search. Stop a running search mid-run and adjust criteria or filters before re-launching.
• New — Quick Actions on Home. One-click workflows: Capture Pain Point, Explore Spaces, Benchmark Companies, Inspire Stakeholders, Uncover Partnerships.
• Improved — Breadcrumb navigation everywhere. Always see where you are and jump back in one click.
• New — Trial onboarding with sample data. New trial accounts come pre-loaded with realistic sample projects, lists and stakeholders.
• Improved — Empty states across the platform guide you to the right first action.
• Improved — SourceAI from a pain point is clearer and more consistent.
• Improved — Duplicate supplier profiles are now detected and merged.
• Resolved — Funding & acquisition data that had temporarily stopped refreshing (a data-provider issue) is fixed via the new PitchBook pipeline.

March 2026

• New — Open Challenges. Create custom open challenges, collect applications, manage ownership with email notifications, and move applications into a list for voting.
• New — Team-based request forms. Each team gets its own Innovation Hub portal and request-form link; requests route to that team and notify only its admins.
• Improved — Configurable automatic status updates. Set the cadence, or turn them off entirely.
• Improved — SourceAI speed & robustness. Faster initial load (under ~3s), monitoring for stuck searches, daily quality checks.
• Improved — AI Enrich quality now matches leading enrichment, served faster and cheaper.
• Improved — Faster sourcing. Standard delivery cut to 7 days, express to 5.
• New — Reactivate on-hold & archived projects.
• New — Matrix cell UX and custom pitch forms.
• Fixed — Open-challenge deletion and the request-flow submit button.

February 2026

• Improved — Projects journey overhaul. Set project privacy at creation; get email notifications when added to a project or when someone requests access; a cleaner Pain Point → SourceAI → Projects flow.
• Changed — Needs tab retired. Pain points are simplified into Projects (a richer container) and remain searchable by their original name.
• Improved — Sourcing + Assessment consolidated into one list flow with a guided “checkout” selection and automatic stage changes.
• New — Recommendations powered by SourceAI, including benchmark-based “similar companies.”
• Improved — SourceAI criteria enrichment is 30% faster and 25% cheaper.
• New — Entity / user transfer. Merge a departing user’s entities into another (e.g. offboarding).
• New — Acquisition history on startup profiles.
• Improved — Add any company to a list by name or domain.
• New — “Save SourceAI” (Benchmark) button and a full-page top-bar search.

January 2026

• New — Public API for all organizations. Programmatic access to projects, startups, lists, stakeholders and search (docs at /settings/api).
• New — Regions in SourceAI. Filter and boost results by region.
• Improved — Pitch-form upgrade. Log in via LinkedIn or email code; security hardening (penetration-test fixes, safe file-type whitelisting).
• New — Project Container essentials.
• Fixed — Add-company-to-landscape and ordering sourcings without credits.

2025

November 2025

• New — Projects: Kanban & Table views. One workspace for the whole funnel — Ideas, Leads, PoC and Implementations. Collapse or expand cards and stages in Kanban, or sort, filter and drill into projects in Table. Phase and Status fields show progress and flag idle projects, so you can spot bottlenecks and act from one clean view.

August 2025

• New — Request Introduction. Ask GlassDollar to connect you to a startup contact by email — free and unlimited. Open any company profile → Contact → “Request Introduction,” and we facilitate a warm intro to a verified decision-maker within 7 days.

June 2025

• New — Your OS (Home). A new Home replaces Discover: Recently Viewed and Most Viewed, Your Tasks and All Tasks, and Your Feed with news from the startups and projects you follow. Follow corporations and act in one click — “Track as Lead” or “Send to Stakeholder.”
• New — Task Manager. A task manager in every project: due dates, assignees (or @name in a description), and priorities. A Suggested Tasks button shows common tasks per stage; completed tasks stay archived in the project.
• New — “Reported Partners” search filter. Find startups with specific corporate partnerships or industry experience — pick a corporation, then search new topics to surface more startups partnered with it.

April 2025

• New — Projects 2.0. A redesigned Projects section built around action and collaboration: a Lead → Project → Implementation flow, checkbox selection into a merged Assessment list, a Business Case calculator, and Learning fields tracked through Assessment → PoC → Implementation.

February 2025

• New — Analytics 2.0. A consolidated analytics dashboard — funnel conversion rates, budget utilization and a financial/operational overview — with Sankey charts to visualize project flow and tools to track leads over time and spot bottlenecks.

2024

December 2024

• New — Pain Points 2.0 (formerly Scopes). Pain points became independent entities you can link to leads, lists and projects — backed by a database that surfaces synergies across departments facing similar challenges.

November 2024

• New — Challenges. Central hubs that link lists, stakeholders, leads and projects under a single objective, so teams can find common threads across many stakeholders and projects.

October 2024

• New — Permissions & access controls. Entity-level permissions for lists, projects and leads, with Super Admins keeping full organization-wide oversight.

September 2024

• New — Activity. Stakeholder Activity logs show when and where stakeholders engage, with aggregate views of engagement across your content.

August 2024

• New — Search 2.0. AI-powered search for sharper, faster startup sourcing, plus Similar Search to find comparable companies.

July 2024

• New — Enhanced startup profiles. Automatic enrichment on every visit, AI-generated descriptions of value proposition and speciality, and website-status checks that flag inactive startups.

June 2024

• New — Leads Kanban. A unified workflow that consolidates stakeholder requests, startup opportunities and project briefs — auto-tracking new items as Leads and sorting them into “Push” (scouted) or “Pull” (form-generated).