During this transition, you may see both names in the application and related documentation.
View the FAQ about what's changing
Release date
2025
Summary of enhancements and new functionality
September 18, 2025
The following enhancements have been made for InvestorVision:
Postings - Document visibility enhancements
GPs can now track the status for posted documents using the Document Views tab in Postings. The LP Views column shows which LPs have viewed or not viewed the document.
This feature enables GPs identify LPs who may need follow‑up for time‑sensitive materials. They can resend notifications to LPs who have not viewed the document.
Notifications: Updating subject line for notifications
The Subject line for Notifications now shows the actual document type for the posted document. This change enables GPs to identify and prioritize postings.
Notifications: Details tab
A new Details tab is added in the Notifications area. This tab provides additional information about each posting.
Fund details: Semi-annually reporting frequency
The Fund Details for closed-ended private equity funds the Reporting Frequency dropdown list now includes a Semi-Annually option. This change helps GPs who report fund data twice a year.