Company and People Types

As our customer base becomes more diverse and integrates Fundstack more tightly into their pipeline and relationship management, we’ve been working on powerful new ways to allow users to track the most relevant data to them, without forcing particular workflows.

Fundstack Company Types Settings

You can now create Company Types such as Venture Capital, Portfolio Company, or Private Equity. Sort relationships by People Types like Limited Partner, Founder, or Service Provider. Then define custom fields that are applicable to each, making sure unnecessary fields don’t clutter your profiles.

Start creating Types from the new Admin page now (support docs here)!