What's new in Edda - July 2026
This release is packed with features that make it faster to evaluate deals, easier to manage your portfolio, and simpler to move between pipelines. Here's everything that shipped.
LinkedIn is now built into Edda
This one has been at the top of our feature request list, and it's finally here.
When you add a company to Dealflow or Portfolio through a data provider (Crunchbase, Dealroom, or Pitchbook), Edda now automatically pulls in the LinkedIn profile links for the contacts that come with it. No more tab-hopping to piece together who's who at a company.
From there, every contact profile gets a "See on LinkedIn" button that takes you straight to their profile. And if a contact wasn't added through a data provider, you can add their LinkedIn URL manually too, or add the information via the data import section in Settings.
The real win: you can identify the founders and decision makers you care about in seconds, right from within Edda. Less digging, more sourcing.
Copy companies to another pipeline
Managing a company across multiple pipelines got a lot less manual. A new button in Dealflow lets you copy a company to another pipeline in one action.
You choose exactly what comes with it: contacts, metrics, documents, comments, and notes. You also pick the stage the company should land in on the new pipeline. No more recreating records by hand or losing context when a company moves between funds or teams.
Jump between pipelines with "Also in"
If the same company lives in more than one of your pipelines, the new "Also in" button lets you jump between them instantly. Click it, and a dropdown shows you every other pipeline that company appears in.
The pairing between companies happens automatically based on website domain. To link two records together, just make sure the Website field in the About section matches exactly across both.
Custom fields for investments
Custom fields are no longer limited to companies. You can now add custom fields directly to investments too, so you can track the deal-specific data points that matter to your fund.
This is currently rolling out to a limited group of customers, with a full release planned for later this year.
Choose how apps and search results open
A small change with a big quality-of-life impact: you can now control whether apps open in the same tab or in a new one, via a toggle in the apps menu. The same toggle applies to search results. Set it once and browse Edda the way that suits you.
Investment data, now on mobile
The Investments tab on each company profile is now available in the Edda mobile app. Check funding rounds, valuations, and investment details on the go, no laptop required.
Smarter suggestions for portfolio valuation
Keeping portfolio valuations accurate as you edit investment operations just got easier. When you edit an operation, Edda now compares your company's current portfolio valuation against what it calculates the valuation should be based on that edit. If there's a discrepancy, you'll see a suggestion on the confirmation screen with the option to update the valuation to the calculated figure, or skip it and keep things as they are.
This is a suggestion, not an automatic override, since Edda can't always tell the difference between an auto-calculated valuation and one you've adjusted manually. You stay in control, with better visibility into when your numbers might need a second look.
More visibility into round history within the company profile
We've added three new columns to the historical operations table on portfolio companies:
- Total shares issued in this round
- Pre-money valuation
- Total round funding amount
More context on every round, without having to dig through documents.
Two new API endpoints
We've expanded the data-dump API with two additions our customers have been asking for:
Investment data extraction. Previously, pulling a data-dump would fetch your companies and timelines, but investment-related data for portfolio companies was left out. You can now request a new investments data type that returns full investment data for every company in your workspace.
Owners and referents. The data-dump API was returning empty values for owners (referents) on every entity, regardless of who was actually assigned. This is now fixed, and the API correctly lists all referents for each entity.
Together, these mean your data-dump exports finally give you the full picture, investments and ownership included.
Bug fixes
Portfolio valuation miscalculations: We identified and fixed an issue where share splits, rounds without participation, and dividends could cause the Portfolio valuation to be calculated incorrectly for some companies. If you've noticed valuation figures that looked off, this fix addresses it. If you still have questions, reach out to support.
Metrics showing blank instead of zero on export: When exporting a portfolio company, any metric with a value of 0 was showing up as a blank cell instead of displaying "0". This has been fixed, so exported metrics now accurately reflect zero values instead of appearing empty.
Contact information missing when editing a company in Dealflow: Contact information wasn't displaying correctly when editing a company in Dealflow. This has been fixed, so contact details now show up as expected while editing.
Convertible notes staying marked as converted after deletion: If a conversion round was deleted, the convertible notes involved stayed marked as "converted" and didn't become available for future conversions. Notes are now correctly unmarked as converted when their conversion round is deleted, so they're available again for subsequent conversions.
Questions about any of these features? Reach out to your Edda contact or the support team, we're happy to walk you through them.