Releases

2018 August Release

2018 August Release

Included in this release:

  • Investor Statements (beta)
  • Investor Profile level document folder

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2018 July Release

2018 July Release

Included in this release:

  • Sensitive Data Download
  • Base Points
  • Enhanced Transfer Functionality
  • Document Email Notifications

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2018 May Release

2018 May Release

Included in this release:

  • Import data (distribution batches)
  • Task Manager
  • Display Unpaid Preferred Returns and IRR Calculations
  • Batch Distribution Emails
  • Duplicate Emails

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2018 April Release

2018 April Release

Included in this release:

  • Enhanced fund details page
  • Edit generated notifications on portal events performed on the portal
  • Enable/disable payment method(s) in which an investor can receive a distribution payment
  • Choose notification types for share communication contacts

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2018 March Release

2018 March Release

Included in this release:

  • Custom Dashboard Preferences at the account level
  • Publish/Unpublish projects
  • Relaunched Help Center

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2018 January Release

2018 January Release

Included in this release:

  • Share communications for connected profiles
  • Countersignatures in DocuSign

full details »

2017 December Release

2017 December Release

Included in this release:

  • Bulk Email enhancements
  • Additional variables in DocuSign
  • External IDs field on Assets tab

full details »

2017 November Release

2017 November Release

Included in this release:

  • Partial transfers
  • Waterfall fee enhancement
  • Merge profiles

full details »

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 

full details »

2017 September Release

2017 September Release

Included in this release:

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

full details »

2017 August Release

2017 August Release

Included in this release:

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

full details »

2017 July Release

2017 July Release

Included in this release:

  • Consolidated investor portal
  • Distribution detail breakout

full details »

2017 June Release

2017 June Release

Included in this release:

  • Entities are not included in the new Contacts tab
  • "Direct Investments" column
  • Filter capabilities
  • Bank Accounts tab within Contacts

full details »

2017 May Release

2017 May Release

Included in this release:

  • Project allocation chart
  • Dashboard display enhancements
  • Project photo and maps
  • View and edit consolidated investments

full details »

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