Release date
July 2026
Summary of enhancements and new functionality
July 28, 2026
The following enhancements have been made for Onboarding:
GP portal - Form customization enhancements
GPs can now manage form layouts and field lifecycles directly within onboarding using Form Customization option in the Manage menu.
They can:
- Lock mandatory fields to prevent accidental hiding or optional status changes
- View platform messaging on locked fields
- Create custom panels and HTML-formatted headings to organize fields into clean, fund-specific layouts
- Delete unused custom fields permanently
- Move and reorder fields within and across panels without affecting existing configurations
This change reduces configuration errors and support escalations.
GP portal - Investor type visibility control
GPs can now configure investor types at the fund level.
They can:
- Uncheck unused investor types on the Investor Type tab so they disappear from the platform
- Show only active investor types to LPs when they log in
- Show only active types in the new investor dropdown menu
- Re-enable any deselected investor types at any time while keeping existing selections safe
This change prevents LPs from selecting the wrong investor type during onboarding.
GP portal - eSign and offline signature control
GPs can manage fund-level signature settings with clarity and confirmation steps.
They can:
- Update signature settings in the Details tab of a fund
- View a confirmation modal when switching signature modes such as turning off eSign or offline signatures to inform about the impact of the change
- Protect and exclude tasks where an LP already chose a signing method
This change ensures GPs understand the impact of switching signature methods across new and in-progress investor tasks before changes take effect.
July 2, 2026
The following enhancements have been made for Onboarding:
GP portal - Configurable and conditional LP view
GPs can now configure LP onboarding forms at the firm level for different funds, investor types, and regulatory requirements using the Form Customization option in the Manage menu.
They can:
- Show or hide standard fields and sections
- Apply custom labels and help text that match the fund's terminology
- Create conditional rules to display question fields only when they apply
- Use a higher custom field limit to support more complex onboarding forms
Existing onboarding configurations remain unchanged until GPs apply configuration changes.
LPs see only the fields and questions relevant to their investor type while compliance teams continue to capture required information.
This change helps GPs create a simpler onboarding experience for LPs while reducing administrative effort.
Other enhancements
Automatic creation of investor contacts
Investor contacts are created automatically from the information entered during onboarding.
This change reduces manual setup and data entry.
View message history - Send back to in progress
Send Back to In Progress messages now support longer text and retain a complete message history.
- Longer messages are supported
- Both GPs and LPs can view the messages
- Message history includes the sender and timestamp
This change provides better visibility into review comments and status updates.