Releases

2017 November Release

2017 November Release

Included in this release:

  • Partial transfers
  • Waterfall fee enhancement
  • Merge profiles

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2017 October Release

2017 October Release

Included in this release:

  • Persistent search
  • Bookmark CRM tabs
  • Role added to Advanced Search
  • Ownership percentage added to CRM Investments Tab
  • Side letters
  • Waterfall audit enhancements
  • Enhanced entity export 

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2017 September Release

2017 September Release

Included in this release:

  • Email tracking
  • Communication tab
  • Move investments
  • CRM export

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2017 August Release

2017 August Release

Included in this release:

  • CRM updates
  • Waterfall rounding options
  • Project waterfall
  • Project level cap table

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2017 July Release

2017 July Release

Included in this release:

  • Consolidated investor portal
  • Distribution detail breakout

full details »

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