Release date
July 2026
Summary of enhancements and new functionality
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.
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 you 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.