What’s new at Euclid.

Fleet view now includes a transaction table, so every transaction in the organization sits in one list.

Click into any transaction to open its own view. The dashboard, workspace, and document table arrive already scoped to it, with no filters to apply.

One change to know about: portfolio and project Summary tabs now open on the summary view. Your transaction dashboard is still one click away from the transaction picker in the top right.

Live for internal teams now, with external access coming soon.

Target, created, and modified dates now group by week or month based on how far they sit from today. No more scrolling past a separate group for every single date.

• Target dates group by week inside the next two to three months, then by month
• Created and modified dates group by day for the last week or two, then by week, then by month

See it in workspace by sorting items by target, created, or modified date.

Closing checklists and RFI sets rarely change much from one project to the next. Now you can copy them instead of rebuilding them.

Point at an existing project or template and your action items, RFIs, and risks land in the new project ready to edit.

Find it in the portfolio actions menu. This one is early, so tell us what is missing.

A photo of the site, a snip of the spec sheet, a screenshot of the drawing. You can now attach and view images on RFI log and action item tracker entries.

Upload and view them from the c-panel. The image column stays hidden in the default workspace view, so nothing changes for teams who do not need it.

Titles are now a built-in part of every repeating component, so PV modules, interconnection agreements, and every other repeater display correctly out of the box.

That means no AI suggestions on titles, no titles flagged as conflicting across sources, and no Title field for admins to create by hand on each new repeater.

Sideways scans, meet the rotate button. Turn any document to the orientation you need without leaving the viewer.

It is a view-only change, so the stored file stays exactly as it was uploaded. Look for the rotate control in the document viewer toolbar.

The pipeline grid got a tune-up. Stage headers stay pinned as you scroll sideways, and the grid opens on the stage holding the most projects instead of the far left.

New filters narrow the view fast:

• Show only the stages you care about
• Filter milestones by Not Started, In Progress, or Done
• Filter by assignee, with unmatched milestone columns hiding automatically

Stage, state, and teammate filters now live together in one Filter projects dropdown. Headers and project cells got a fresh coat of paint too, with portfolio name above project name and dividers between stages.

Try it in any portfolio under Pipeline.

Items and documents no longer rely on tags to sit inside a transaction. Transaction is an independent field you can set anywhere you edit tags: the item panel, the document table, bulk edit, and everywhere else.

An item belongs to one transaction. A document can belong to as many as you need.

We migrated your existing transaction data to the new format, so dashboards keep working exactly as they did.

Two new ways to work with target end dates. Filter milestones by Overdue, This week, This month, or Next 3 months to see what needs attention.

Then select everything that has to move and set a new target end date in one go. Bulk edit applies to items that are not using scheduled dates.

The filter lives in the milestones view of workspace. Bulk edit appears the moment you select more than one item.

Your transaction dashboard now tells you what is slipping, without anyone going looking for it.

Suggested actions surface the gaps that quietly stall a close:

• Open RFIs on this transaction with nobody assigned
• Transaction documents still missing or waiting on review
• A legal party on the team with nothing shared to them yet

Suggestions are ranked, so the one worth doing first is the one you see first. Look for them at the top of the transaction dashboard.

Internal comments no longer live and die inside the platform. When someone comments on an item, the assignee and everyone who has posted in that thread gets an email.

Notifications are batched every four hours, so a busy thread arrives as one digest instead of a stream of alerts.

Blank cells in the document table make it hard to tell what is genuinely absent and what nobody has touched yet. Now you can settle a whole row in one move.

From the overflow menu, you can:

• Mark every Missing document in a row as N/A, as long as nothing has been uploaded
• Flip a row of N/A documents back to Missing
• Fill every empty cell with a Missing entry, so no blanks are left to interpret

The old Edit button is now the overflow icon. One caveat: bulk actions do not respect active filters yet, so they apply to the full row.

Press ⌘K on Mac or Ctrl K on Windows from any page in an organization, start typing, and go straight to a portfolio, project, document, or upload.

No menu to hunt through, no clicking back to the top. Type what you are looking for and go.

Every verified AI-suggested detail can now be traced back to the document it came from, with the exact text highlighted.

Click the conformity indicator beside a detail and the source document opens with the passage marked. Confirm a value in seconds instead of opening the file and hunting for the line.

Works from Portfolio Details, Project Details, Red Flag Snapshot, and the Details panel. First step toward tracing everything in the platform back to source.

We exist to help renewable energy teams develop, finance, and build more projects, faster. The people at Euclid make that possible every day.

We raised $20 million in Series A funding, led by Venrock, to accelerate renewable energy projects with our AI-driven platform and services. Since founding Euclid, we have supported over 1,000 solar and storage projects representing $10 billion in value.

• New platform features giving teams more control over transactions and financing
• Development and program management services so small teams can deliver big projects
• Compliance offerings that keep projects eligible for tax credits through new regulatory hurdles