August 2018 Release

Investor Statements (Beta)

Beta version of Investor Statements to create templates and investor statements unique to each investor. Go to our Help Center for a guide and FAQ.

 

 

Additional Items

  • Investor Profile level document folder under Manage Documents (use for dropping any document that is not project specific or to see what documents an investor has access to)

  • Various text changes and usability enhancements

 

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