Applies to: Everyone
Release date
August 2025
Summary of enhancements and new functionality
GP Portal - Document organization
GPs can now:
- Create new document groups.
- Rename existing document groups.
- Reorder document groups with drag and drop.
This ensures documents appear in the intended order for LPs.
LP Portal - Document visual updates
LPs can now:
- Use a brighter campaign selection box.
- See a simplified default screen with Document Type as the first column.
- View document groups descriptions on hover.
- Expand documents to view associate types (collapsed by default).
- Continue to multi-select document groups or document types and use the column chooser.
This ensures LPs can effortlessly find, interpret, and access the document they need.
GP Portal - Document multi-select Contacts
GPs can now multi-select contacts by choosing Contact as an Entity type when posting a document. This ensures GPs can distribute documents faster and efficiently manage postings.
GP Portal - Document designated URL (Deep Link)
GPs can now generate a unique URL for a specific document. The link can be included in notifications or shared externally. This ensures GPs can provide investors with direct and immediate access to key documents.
Grant permission requests from landing page
GPs can now grant permissions directly from the landing page at the campaign or fund level. They can select multiple users and update permissions in bulk.
This ensures GPs can efficiently grant the right access to investors without manual updates.
Bulk Actions - Investments
GPs can now download and complete a bulk upload template for investments. They can add multiple investments to investors at once. This ensures GPs can quickly create investments without the manual efforts.
Conveniently add entities
GPs can now add new investors, contacts, or companies directly from a pop-up entry screen without leaving their current workflow. This ensures GPs can stay focused, work efficiently by avoiding interruptions.
External API: Contacts and Activity
GPs can now use an external API service for Contacts and Activity data enabling systematic integration with client systems. This ensures reduced reliance on manual data transfers.