FundCentre Onboarding - June 2026

  • Updated

Release date

June 2026

Summary of enhancements and new functionality

June 16, 2026

The following enhancements have been made for Onboarding:

GP and LP view - LP onboarding form intelligence

GPs admins can now receive onboarding submissions with validated banking, regulatory, AML, tax status, sources of funds, wealth, and beneficial ownership information.

LPs can now complete onboarding with real-time validation of banking information including ABA and SWIFT checks. LPs fill only relevant questions in forms, and the forms dynamically adjust based on the selected investor type.

This update improves data quality, data accuracy, and minimizes the need for GP intervention during onboarding.

GP and LP view - Wet signature subscription document workflow

Both GP admins and LPs can now complete subscription onboarding process outside Docusign using an offline workflow or wet-signature documents. The enhanced workflow improves document handling, tracking, and processing. 
 
GP admins can track uploaded documents and manually update onboarding status to Ready for Countersign or Completed. They can also enforce wet-signature requirements at the fund level by hiding the Docusign option. All uploads and status changes are recorded in the audit trail.
 
LPs can download subscription document packages, print and sign documents, and upload evaluated PDFs directly into onboarding.
 
This update maintains onboarding visibility when documents are signed outside the platform.

GP view - Enhanced subscription document mapping

GP admins can now configure subscription documents using enhanced mapping capabilities. Field alignment and sizing, saving of in-progress mapping, and conditional field display logic simplify document setup and improve field placement accuracy.

Interruptions during mapping are reduced by improving session reliability. Error messages are now specific and actionable. Existing mappings continue to work without changes.

This update reduces setup effort, prevents lost work, and improves document quality.

GP view - Onboarding tasks and metrics

The Onboarding Tasks list is now the default landing page for GP admins. 

GP admins can filter work using status report such as New, LP Review, In Progress, GP Review, Countersign, and Executed. They can also monitor onboarding totals for in-flight and ready or completed investments. The Top 3 Pending Investors panel highlights high-priority onboarding activity. Metrics update dynamically as filters are applied.

This update provides GP admins with real-time work-load visibility, status metrics, onboarding progress, and pending LP visibility.

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