Release date
September 2025
Summary of enhancements and new functionality
September 18, 2025
The following enhancements have been made for FundCentre Fundraising:
LP Portal - Document start page
GPs can now set the default document start page for LPs through Customer Success Manager (CSM). The options include: All Documents, Highlighted Documents, or a first displaying document group. This ensures GPs can guide LPs directly to the relevant content.
Contacts - Download permissions
GPs can now restrict document downloads at the Contacts level using the Document Download toggle. Even if a document is posted with download enabled, restricted users will only be able to view it. The download icon will be dimmed. This provides GPs with more control without republishing documents.
Conveniently add Investments and Permissions
GPs can now add new investments or permissions directly from a pop-up while linking a contact to an investor or fund. This eliminates the need for GPs to leave the setup screen for adding investments or permissions and provides a smooth setup workflow experience.
Bulk Actions - Enhancement in Notes
The Notes bulk upload template now supports linking notes to multiple contacts, investors, companies, funds, campaigns, or documents using the Continue action option. This allows GPs to perform bulk note posting and reduces manual work.
Bulk Actions - Selecting multiple Contacts for posting Documents
The Documents bulk upload template now supports linking documents to multiple contacts using the Continue action option. This ensures GPs can distribute documents efficiently without the manual efforts.