AUDACITY
DashboardPortfolioOpportunitiesDocumentsRoadmap
Login

Product Roadmap

Track our progress and see what features are available, in development, and planned. We update this regularly as we build Audacity.

Available Now
In Development
Coming Soon
Admin= Admin Only Feature

Available Now

AI-Powered Chat Assistant

Ask questions and get intelligent answers powered by company research using Harmonic's database (fundraising, team info, tech stack, financials), web search for real-time information with cited sources, and smart company comparisons to find similar businesses. Upload documents (text, Word, or PDF files) directly to the chat to ask questions and get instant answers from your documents. The chat remembers conversation history and can handle complex multi-turn discussions.

✓ How to use:

Use the chat interface to ask questions about companies, request web searches, compare similar businesses, and upload documents (text, Word, or PDF) to chat with them across multiple conversation turns

Coming Enhancements:

Chat with documents from your Documents page (/documents) without re-uploading them. Access Preqin for private market intelligence, PredictLeads for growth signals, and Apollo for contact enrichment - all directly in the chat.

Secure Document Library

Upload company documents (pitch decks, financial reports, contracts) with 100 MB file size limit. Features access control (documents can be private or shared with team), status tracking to see processing status, organized by client with search and filtering.

✓ How to use:

Visit Documents page to upload files (up to 100 MB), set privacy controls, and search/filter documents by client or status

Coming Enhancements:

AI-powered document analysis and Q&A capabilities. Ask questions about your documents through the chat interface and get answers with cited page references.

Company Watchlist

Admin

Track interesting companies by name, website, or LinkedIn profile. Automatically enrich company data from Harmonic including funding history, team size, and growth signals. Monitor companies for investment opportunities.

✓ How to use:

Admin users can add companies to watchlist and view automatically enriched data including funding rounds and team metrics

Coming Enhancements:

Enhanced with additional data sources from Preqin, PredictLeads, and Apollo. Automated alerts and notifications when companies hit growth milestones or fundraising events.

Client & User Management

Admin

Onboard new clients and their team members with role-based permissions (admins vs. regular users). Includes audit logs to track all system activity and impersonation mode for troubleshooting user issues.

✓ How to use:

Admin users can create clients, add team members, assign roles, view audit logs, and use impersonation mode to troubleshoot

Coming Enhancements:

Single Sign-On (SSO) integration, enhanced granular permissions, automated user onboarding workflows, and advanced activity analytics.

Company Intelligence Database

Access to detailed data on thousands of companies including funding rounds and investors, team headcount and growth trends, technology stack and product info, social media presence and website activity, and parent/subsidiary relationships.

✓ How to use:

Query company data through the AI chat to access funding, team, tech stack, and relationship information

Coming Enhancements:

Expanded data sources including Preqin for private market intelligence, PredictLeads for real-time growth signals, and Apollo for verified contact information.

In Development

Preqin API Integration (AI Chat)

Integrate Preqin API directly into the AI chat assistant to provide real-time private market intelligence. Users can ask questions and get instant access to fund performance data, Limited Partner (LP) profiles and preferences, fundraising activity across the industry, and benchmark deals against market trends - all through natural conversation with the AI.

⚠ Status:

In development - use the AI chat to ask questions about private market intelligence, fund performance, LP profiles, and industry fundraising trends powered by Preqin's API

PredictLeads API Integration (AI Chat)

Integrate PredictLeads API directly into the AI chat assistant to provide access to Business Connections (supply chain data), News Events, and Technologies datasets. Users can ask questions about company partnerships, supply chain relationships, recent news and events, and technology stack changes - all through natural conversation with the AI.

⚠ Status:

In development - use the AI chat to ask questions about company business connections, supply chain data, news events, and technology stack powered by PredictLeads API

Coming Soon

Portfolio Management Dashboard

Track your investments, see performance metrics, and monitor portfolio company updates. Includes portfolio snapshot with company status, performance charts, and investment tracking.

Not available for testing yet - will show portfolio companies, performance metrics, and investment tracking once database integration is complete

Opportunities Pipeline

Beautiful UI for deal flow, pipeline tracking, and opportunity scoring. Track opportunities through stages from lead to closed deal with AI-powered insights.

Not available for testing yet - will enable full deal pipeline management once database schema and backend integration is complete

Recent Activity Feed

Track your team's activity including document uploads, company interactions, deal progress, and system updates. Real-time notifications and activity timeline.

Not available for testing yet - will show real-time activity tracking and notifications once backend integration is complete

Opportunity Allocation Metrics

Capital deployment and allocation tracking across your investment opportunities. View how capital is distributed across stages, sectors, and deal types with visual charts and breakdowns.

Not available for testing yet - will show allocation statistics and capital deployment metrics once portfolio tracking is integrated

Documents in AI Chat

Ask the AI questions about your uploaded documents like 'Summarize the Q3 financials for Company X' or 'What were the key terms in the partnership agreement?' The AI will cite specific pages and sections from your documents, providing instant insights from hundreds of pages without manual reading.

Not available for testing yet - will enable document Q&A through chat interface

Data Source Syncing (Preqin & PredictLeads)

Automated ETL pipelines to sync data from Preqin and PredictLeads APIs into the Audacity database. This will enable persistent storage of private market intelligence (Preqin), Business Connections/supply chain data (PredictLeads), News Events (PredictLeads), and Technologies data (PredictLeads) for faster queries, historical tracking, and offline access. Synced data will power both the AI chat and future analytics dashboards.

Not available for testing yet - will create scheduled jobs to fetch and store data from Preqin and PredictLeads APIs into PostgreSQL

Apollo Integration

Contact information enrichment to find verified email addresses for founders and executives, direct phone numbers for outreach, updated job titles and LinkedIn profiles, and build contact lists for deal sourcing.

Not available for testing yet - will enable contact discovery and enrichment through AI chat

Opportunities Management System

Convert the current demo into a real deal tracking system. Create and manage investment opportunities, assign deals to team members, track progress through your investment pipeline. Admins can upload deals for any client, users can suggest deals for their own organization.

Not available for testing yet - will replace mock data with real opportunity tracking and management features

Have Feedback or Questions?

We value your input! If you have suggestions for new features or encounter any issues, please reach out to our team. Your feedback helps us build a better product.