Product Release Notes (Q3 2021)

09.10.21 Release | Metric Groups | NEW FEATURE

Create Custom Sets of Metrics

Now you have the ability to show custom sets of metrics on the investor portal. You will have a Default set of metrics for each project status and create additional groups of metrics for use within a given project status. For example, if you have both Fund projects and single-asset syndication projects on your account, you may want to show a different set of metrics to the investors of your active Fund(s) versus your active CRE deals - Metric Groups allow you to do this.

For more information, please visit the following article: Metric Groups

09.24.21 Release | Nicknames in CRM Profile | NEW FEATURE

Nickname Now Available!

Sponsors now have the ability to add a nickname for their investors that can be utilized when sending email campaigns, portal notifications, statements, and soft commitment requests.

In order to add nicknames to email communications, please navigate to the Profile page in the CRM and add the new nickname tag to the communications of your choice!