Release date
December 2025
Summary of enhancements and new functionality
December 2, 2025
The following enhancements have been made for Onboarding:
Reference Documents
GPs can now upload Reference Documents under Documents. These documents can be associated with a specific fund and set to Published for LP viewing.
LPs can view these documents from the Reference Documents button on their Onboarding task screen.
This update keeps fund-specific reference materials inside the platform and removes the need to share them through email or external location.
Support for joint investor and additional address types
GP and LP screens now support Primary and Secondary Investor details for Joint Investor records.
The Address Type field has been expanded to include more address categories across all investor types.
Users can now enter full name, address, email and phone information for both investors when applicable
GP Portal - Investor screen enhancement
The GP view Investor screen now displays all details fields available to LPs. New fields appear when selecting an Individual or Joint Investor type, including Date of Birth, Country of Birth, and other entity-specific fields. These fields display on the GP view Details tab and during new investor creation. This update ensures that GPs can enter the same data LPs see in their workflow.