Tuesday Newsletter

After reading, hit reply and let us know what you think. We really do listen and build based on your feedback.

What’s one thing on Play Money you’d most like us to improve or add?

-- Wasim

Hey Cheryl,

Wasim, the CTO here, I'm hijacking this week's Tuesday newsletter to tell you about exciting updates we've just shipped!

A lot of the last month or so has been focused on improving our back end to support our growing investor base (brand new banking stack, fully automating the SPV & investment lifecycle so the team can focus on the investor experience instead of time sucking administration 🥱), however we still managed to ship a ton of investor facing updates I can't wait to share.

Plaid & ACH Pull for All Profile Types

You can now fund investments directly from your bank account on business and trust profiles, not just personal. We also removed the two-profile limit, so you can create as many as you need, and make multiple investments in the same deal from different profiles. No more wire fees. Just click and sit back.

Add your bank and additional profiles here.

Casey AI 2.0

The version number may have only gone up 2x, but Casey is 10x smarter and more informed than before. Casey’s on every page now and has knowledge of your portfolio, all Play Money learning resources, every deal's documents (including video transcripts, SAFE/subscription agreements, everything), plus all our newsletters and blog posts. We want Casey to be your due diligence co-pilot. 

When Casey can't answer something, you’ll be offered the option to connect with a real human, or you can ask for one at any time. Casey can either route you to support or let you ask the founder directly. And we never feed your Personally Identifiable Information (PII) into Casey, not even your name.

Try Casey now.

DAF Wallets

Got a Donor-Advised Fund? You can now invest your donor dollars into Play Money deals. I won't go into all the details here; check out our DAF page for the full picture. Once your DAF dollars land with us, we hold them in a virtual wallet for whenever you're ready to deploy.

Investment Status Updates

You can now track your full investment lifecycle with clear next steps and action items. Each investment has its own dedicated page with an event timeline so you always know where things stand. No more “did you get my wire yet?”, we keep you updated every step of the way.

View your portfolio. 

Brand New Insights

Your insights page got a big upgrade. See how you stack up against platform averages, your portfolio's industry and stage breakdown, your investor achievement journey, and a lot more.

See your insights.

Updated Mobile App

The mobile app is fully caught up with the web platform. And yes, we added light and dark mode 😵‍💫.

Download it now.

Two Factor Authentication

You can now secure your account with 2FA and sign in with Google or Apple.

Secure your account now.

Document Sharing

Need a second opinion on a deal? You can now share documents with your partners or advisors directly from the platform.

Podcast Mode

Deal videos can now play in the background with auto progress. Great for multitasking.

OH…and we’re just getting started! 😉