blog/article-blog/What's New at Planify : April 2024

May 7, 2024

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What's New at Planify : April 2024

Planify is proud to announce a series of innovative updates aimed at enhancing the experiences of investors and founders on our platform. These new features bring simplicity and efficiency to your financial journey, offering advanced tools for market analysis, investment management, and seamless transactions. Discover how Planify's latest offerings can transform your approach to investing. 


1.   Market Dashboard 


Feature Overview


Feature Name:   Market Dashboard


Release Date: Q2-2024


Version: 1.0


Platform : Website, Mobile Site - Market Dashboard


Impact


External Stakeholders


Investors and Founders: A tool for monitoring market conditions, helping to assess investment performance and identify emerging opportunities quickly.


Description


Purpose: The Market Dashboard is designed to offer a comprehensive overview of the financial market. It displays the latest data on stock prices, absolute changes, percentage changes, and other key metrics. The dashboard highlights top gainers, top losers, most active stocks by volume, and value, enabling investors and founders to make informed decisions swiftly and efficiently.


2.  Ratings 


Feature Overview


Feature Name: Rating Modal


Release Date: 04/04/24


Version: 1.0


Platform: Planify Android and IOS App


Stakeholder Impact


External Stakeholders


Investors, Founders, Channel Partners : Enables investors, founders and channel partners to provide direct feedback on app performance and investment-related features, enhancing their engagement and satisfaction with the platform.


Description


Purpose: The Rating Modal feature is implemented to collect valuable feedback directly from investors, founders, and channel partners through the app. This feature allows these stakeholders to rate their experience and provide feedback on areas needing enhancement. The feedback gathered is crucial for guiding future updates and ensuring that the app meets the high expectations of its primary users and stakeholders.


3.  Valuations 


Feature Overview


Feature Name: Valuations


Release Date: Release date


Version: 1.0


Platform: Website, Mobile Site -Valuations


Stakeholder Impact


External Stakeholders


Founders: Offer comprehensive valuation services to help founders understand their startup's position in the market, aiding in strategic planning and fund-raising efforts.


Description


Purpose: The "Valuations" page is tailored to help startups navigate their growth by providing accurate business valuations. It utilizes multiple methodologies, including Discounted Cash Flow, Industry Benchmarking, Sensitivity Testing, Scenario-Based Projections, Start-Up Valuation, and Relative Valuation, to ensure a thorough understanding of the startup's financial standing.


4. Waitlist Feature


Feature Overview


Feature Name: Waitlist Integration API


Release Date: 10/04/24


Version: 1.0


Platform : Website, Mobile Site - Healthcaps India


Stakeholder Impact


External Stakeholders


Investors: Allows investors to join a waitlist for unavailable shares, ensuring they are notified via email, whatsapp and push notification when those shares become available. This feature keeps them informed, providing timely investment opportunities.


Description


Purpose: The Waitlist Integration API is designed to improve the stock availability experience for investors. When shares are not currently available, investors can easily sign up to a waitlist. Once the shares become available, they’re notified via email. This process ensures that investment opportunities are not missed due to timing issues or stock unavailability.


5. Failed Subscription View


Failed Subscription Field in CRM


Feature Overview


Feature Name: Failed Subscription Field


Release Date: 03/04/24


Version: 1.0


Stakeholder Impact


Tech Team: Enables the tech team to track and analyze subscription failures, helping in identifying issues and improving the subscription process.


Description


Purpose: This feature adds a "Failed Subscription" field in the CRM to help the tech team monitor and find instances where users encounter difficulties during the subscription process.


6.   News Detail Page


Feature Overview


Feature Name: News Detail Page


Release Date: 30/03/24


Version : 1.0


Platform : Website, Mobile Site - Planify News

Stakeholder Impact


Users: Enhances user engagement by providing detailed news content directly on the site, reducing the need to visit external sites.


Description


Purpose: To keep users engaged on the platform by hosting detailed news articles.


7.   Shark Tank Page


Feature Overview


Feature Name: Shark Tank Page


Release Date: 04/04/24


Version: 1.0


Platform : Website, Mobile Site - Shark Tank


Stakeholder Impact


Investors : Offers valuable information about Shark Tank companies and their shares, and investment opportunities.


Description


Purpose: This new page features information on Shark Tank companies, enhancing content for SEO purposes and providing investment opportunities for users interested in these companies.


8.   What's New Modal ​


Feature Overview


Feature Name: What’s New Modal


Release Date: 11/04/24


Version: 1.0


Available: Planify Android and IOS App


Stakeholder Impact


Users: Keeps users informed about the latest updates and features, enhancing their overall experience on the platform.


Description


Purpose: The "What’s New" modal is designed to inform users about the latest features and updates, encouraging engagement with new functionalities.


9.   Top Investors Profile 


Feature Overview


Feature Name: Angel Investor Profiles


Release Date: 04/04/24


Version: 1.0


Platform : Website, Mobile Site - Investor Profile

Stakeholder Impact


Investors: Provides investors with insights into the investment strategies of popular angel investors, enhancing educational content and investment decision-making.


Description


Purpose: This feature creates individual profile pages for popular angel investors, offering users detailed insights into their investment strategies and histories.


10.  Venture X Fund


Feature Overview


Feature Name: VentureX Fund


Release Date: 25/04/24


Version: 1.0


Platform : Website, Mobile Site - Venture Fund


Stakeholder Impact


External Stakeholders


Investors: Offers unique investment opportunities in SMEs for accredited investors which include HHS, ultra HNIS and angel investors via Venture X AIF Fund


Description


Purpose: The theme of VentureX is designed to uncover and invest in emerging markets' most promising SMEs. Planify VentureX Fund offers investors a unique opportunity to diversify their portfolios and participate in the exponential growth being witnessed in the SME sector, tapping into innovative startups across various industries. By tapping into SMEs, the fund seeks to unlock untapped potential and generate attractive returns for investors.


11.  Accelerator and Incubators


Feature Overview


Feature Name: Accelerator and Incubator


Release Date: 26/04/24


Version: 1.0


Platform : Website, Mobile Site -  Accelerators & Incubators

Stakeholder Impact


External Stakeholders


Founders: Provides a comprehensive support system for startup growth through funding opportunities, mentorship, and strategic networking.


Description


Purpose: Planify accelerates startups success through comprehensive support and investment facilitation. It provides the necessary support and helps in raising Funds to Startups, Unicorns, Pre-IPO and SMEs.  Startups can get equipped  with a comprehensive toolkit, including a persuasive pitch deck, equity restructuring strategies, and business models, all tailored to elevate your venture.


12.  Sourcing Partner


Feature Overview


Feature Name: Sourcing Page


Release Date: 16/04/24


Version: 1.0


Platform : Website, Mobile Site  - Sourcing Partner


Stakeholder Impact


External Stakeholders


Potential Sourcing Partners: Provides detailed information and incentives for professionals like stock brokers, chartered accountants, company secretaries, merchant bankers, strategic advisors, and business coaches to become sourcing partners.


Description


Purpose: The Sourcing Page is designed to attract and inform potential sourcing partners about the benefits and processes involved in collaborating with Planify. It emphasizes how partners can empower startups and benefit from exclusive rewards, fostering a mutually beneficial ecosystem.


13. Buy Back Category


Feature Overview


Feature Name: Buy Back Category


Release Date: 20/04/24


Version: 1.0


Platform : Website, Mobile Site - Buyback Category


Stakeholder Impact


External Stakeholders


Investors: Provides a dedicated category where investors can quickly identify which companies are offering buybacks, facilitating an easier decision-making process for selling their shares back to these companies.


Description


Purpose: The Buy Back Category is created to streamline the process for investors looking to sell their shares back to companies during buyback events. This feature ensures that investors have up-to-date information on which companies are actively buying back shares.



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