Release date
September 2026
Summary of enhancements and new functionality
September 24, 2026
The following enhancements have been made for Onboarding:
GP portal - Fund level form customization and control
GPs can now apply different field configurations to each fund in the same portal using the Form Customization option in the Manage menu. This change removes duplicate setup and allows customizing form independently for each fund.
They can apply these settings to each fund without affecting other funds in the portal:
- Set pre-filled default values on fields so that LPs can see the right answer already selected. This change reduces data entry errors and saves LP time.
- Add, edit, and remove dropdown and radio button options after creation of dropdown and radio button fields.
- Mark the Citizenship/Nationality field as optional or hide it entirely. This change works for single-country fields or when the information is not required. Note: Hiding the Citizenship/Nationality field does not affect the risk rating.
GP portal - Subscription document mapping enhancements
GPs can now see the field mapping status and completion progress directly in the subscription document mapping workflow. These enhancements are available to all users with document template access.
They can:
- View field counts and for each page and warnings for unmapped fields in the Pages panel
- See fields that are mapped fields, signer info fields, document fields, and additional form fields
- Access an Additional Information step for custom form fields
- Track counts for required fields and page-level indicators as LPs complete the subscription form.
- See the LP preview experience automatically applied to documents with required fields
This update helps GPs easily catch mapping issues and reduces testing and setup effort.
GP portal - Validate document mappings
GPs can now validate document mappings directly from the template without creating a test LP or following through the entire mapping workflow.
They can:
- Use editable test data to check the same template against different LP types and field values.
- Preview data as it will appear in the mapped fields.
- Access the Preview Data page for document templates with a default test LP
- Identify and fix mapping issues before documents become live for LPs
This update reduces testing effort for GPs and ensures correctly configured documents are made available for LPs.
Other enhancements
LP Portal - Investor type edit
LPs can now change their Investor Type and Sub Type after starting the subscription document workflow. Existing answers are preserved and the workflow automatically updates the required from sections and supporting documents based on the new selection
Submit without optional LP signatures
GPs can now mark individual LP signature fields as optional during subscription document mapping.
This update allows LPs to submit after all required signatures are complete.
Supporting documents split view
Supporting documents now appear along with their details in the viewer.
This update allows the documents to be reviewed without switching views.