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Lara Russo

Octoboard for Investors - Automatic startup performance updates for VCs 💰📈

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Investors get updated on Startup progress. Startups turn investors into Advisors.

Invest wisely! Get real figures on Sales, Finance and online marketing before committing to investment. Ask startups to connect Stripe, QuickBooks, SalesForce, Hubspot and use Octoboard templates to find out what is really going on.

The product is in PRE-LAUNCH

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Jacqueline von Tesmar
Hey @lararusso_ny, Can you tell us more about what you've created here? What aspect are you most proud of?
Lara Russo
Maker
@jacqvon Hi Jacqueline, Octoboard for Investors (info: https://www.octoboard.com/investors) is our 3rd product and yet another revenue stream for us. It has been in the making for 6 months now and is in the final stages of testing. Soon all 3 products will be released in English, Spanish, German, Porgugues, French, Italian, Russian and Dutch! We are now designing our NEXT PRODUCT - to be launched in 2019 - something we are really excited about. Thanks to ProductHunt for driving some traffic to our new product page :-) Have a good weekend!
Amrith
@jacqvon @lararusso_ny When will Product Hunt users get access?
Lara Russo
Maker
@jacqvon @amrith Hi Amrith, Mid August we will release to general public. Currently it is in testing internally and by early adopters (panel of 100 users).
Hereripene Baker
@lararusso_ny @jacqvon sounds like embedded TRUE VALUE ~ from its Creator...It works?....is designed in process compliance and 'user-friendly' componants...In other words - this product will suffice - 'no matter the project'
Lara Russo
Maker
@jacqvon @hereripenebaker Thank you for the note! That was exactly it. Octoboard report to investors (and to ourselves!) regularly using Excel and Word. These reports helped us to set goals and beat them. Investors really engaged and we now see them as very valuable members of our team. Since April, we use our own Octoboard-built dashboards and reports and save ourselves a lot of time. Here is the link to the dashboard product while Octoboard for Investors in testing phase: https://www.octoboard.com/business
Josh Vernon
I wouldn't recommend octoboard in any form. I thought their UI looked slick and their native freshdesk integration was great, but when I tried to upgrade to a paid plan, the platform crashed. I reached out to their support team and was asked for more and more screenshots and proof, seeming offended that I had found something wrong with their product. They made sure to add the fact that no one has ever complained about this before, please send more info. They then requested I send a full screenshot including my credit card info. When I asked if they could give me a free month so I could get started to while they worked out their bugs, I was given a curt 'no'. Maybe the product is good, but their support team sucks.
Lara Russo
Maker
@mrjoshvernon Josh, we have reviewed your communication with our support team. The reason why you received a negative response to a free upgrade request is because you used an f-word in a file name sent to a female member of our support team. I, as a female CEO as well the guys from the Engineering team here who designed and built the product that you seem to like, we all support the response you received.
Josh Vernon
@lararusso_ny No worries. Five more interactions with your support team and still unable to process payment - seems like collecting funds would be a priority, but building a product without adequate error logging will set you up for failure - especially around payment systems. Not sure what being a female CEO has to do with your product not being able to process payments, but more power to you.
Ryan Born

I just linked up our business and added our founding team + advisors.

I love that we can add unlimited team members under the free tier and integrate all of our key BI metrics to see the complete picture from one dashboard.

Pros:

Simple, clean UI. Plenty of integrations. Free.

Cons:

None yet.

Lara Russo
Maker
Thank you for the note Ryan! Great to have Cloud Campaign among our users.
Ryan Born
@lararusso_ny, it would be awesome if you integrated Hubspot. I'm not sure if it's on the roadmap, but we would love to track number of deals in each stage of the pipeline.
Lara Russo
Maker
@b0rno Hi Ryan, Good news! HubSpot is our next integration. We will have full support for all data available from HubSpot and HubSpot CRM next month. Drop a quick email to our support guys if you like and they will update you on the HubSpot availability via support ticket.
Anthony Accetturo
@lararusso_ny ?Makers I am really upset with how my account and onboarding was handled with your team, especially "Jessica". We just tried the platform for our agency, and while we liked the platform enough to pay you guys before our trial ended, you just decided to basically steal our money and ban us because we were upset you were emailing our clients broken links. While the platform was overall very nicely designed and well thought out, it was missing critical aspects such as many of the newer Facebook Standard Events (Schedule, etc.) and also had extremely limited customization options of gauges. Overall, the worst part of our experience was the platform is literally broken. Every email sent out with the Whitelabeling option includes 2 out of 3 BROKEN links, which automatically goto a broken domain which your support said was something you would not remove or fix. Basically, every email includes this - Business Performance Dashboards • Automated Client reporting Both of these links goto a domain we don't control and it doesn't work. The support first said we couldn't remove this, then later said we could in a few months in a later release. I have a team of 6 developers, and it could CERTAINLY be removed since it's NOT A WORKING FEATURE. It seems to be a prerelease code intended for a future customizable template. The bigger issue is, I told support I would need to cancel my account if this wasn't removed, and they just sent me cancellation instructions. I had just signed up 4 days before and we already started to onboard our customers, so obviously I was upset no one was listening or cared. We aren't a small client, we have 80 different accounts right now. This would be a massive support issue for us, since the first client we onboarded got confused. I emailed back upset and included the word "idiots", which was def not right but when you guys don't even read what I say that kind of implies the word. I got a reply back saying I was cancelled from Octoboard by "Jessica" due to my communication and I violated my terms. I did not receive a refund and have not got a response since to get my money back. I have literally signed up for hundreds of SaaS products, including doing consulting and advertising for major brands and NEVER experienced something like this. I'd like to see action taken on this matter, and I'd like my money back.
Muhamed-Kanapiya

Very good product, where you can see all metrics about your product in one place

Pros:

very good design, and features

Cons:

not enaugh metrics yet

Lara Russo
Maker
Hi Muhamed-Kanapiya, There are over 1400 metrics in the product already. Soon to surpass 2000 mark after the release of the new iteration. Full list of metrics and integrations is here: In English: https://www.octoboard.com/dashbo... In French: https://www.octoboard.com/fr/das... Plus 40 templates (soon to be 100+) In English: https://www.octoboard.com/reports In French: https://www.octoboard.com/fr/rep... Spanish, Portuguese, Italian, Dutch, Russian and German are coming soon.
John
Hi Lara @lararusso_ny, Can I use it for more than one business?
Lara Russo
Maker
@myhitboard Definitely. You will be able to create "Startups" within Octoboard for Investors. Add logins into Stripe or SalesForce, for example, and build independent reports for each Startup or Business. If you have one business, you can still use Octoboard for Business product (https://www.octoboard.com/business). Create separate teams there (finance department, sales department, engineering department, investors). Each independent Team or Startup has its own logins. You can invite unlimited number of users to log into Octoboard as "Viewers", "Experts" or "Admins", build reports and dashboards and share them on office screen, as PDF reports or host on your website if you like. Feel free to chat to our support guys on the website and ask any questions - we will be happy to assist with your queries.