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1.13.23 Release | Advanced Search Segments | New Portal Notification

CRM

  • Advanced Search Segments
    • Create a segment directly from Advanced Search! There's now a Save icon in the Advanced Search box - add at least 1 condition, click the Save icon, and a modal will appear to review the condition(s), name the segment, and add a description. Once the segment has been created, a success message will appear and you can click 'View Segment' to navigate to the Edit Segment Details page. For more details, click here.mceclip0.png
    • Ability to add more Emergency and External contacts with only the Name field being populated

Investor Settings

  • New Portal Notification - Signing Documents
    • Sponsors can now edit the Invite to Invest email by customizing the new portal notification titled "Signing Documents."
  • Investor Portal Design
    • "Preferred Return" has been added to the available list of metrics for the Investor Dashboard.
    • The Footer Image has been moved up on the page with the other images so that investors can easily find it.

Other

  • In Projects, "Total Equity" has been renamed to "Total Capital"
  • Any areas in the application where "HelloSign" is mentioned have been updated to "eSignature" due to their rebranding to Dropbox Sign.

 

1.27.23 Release | FEATURE ENHANCEMENTS

Email Campaigns

  • Add images to the body of an email via the text editor
    • Sponsors can now add images to the body of an email campaign - not just a featured image or via attachments! In the text editor, there is now an image button to the right of the hyperlink button - simply click this to insert image files from your computer.Screenshot_2023-01-27_102756.png

NACHA

  • Add Discretionary Data field and display data on NACHA file
    • A Discretionary Data field has been added to the Add/Edit Bank Account page for Entities. The field is located below the ACH Immediate Origin field, and it is optional (note that it only allows up to 20 alpha-numeric characters to be entered). When you export a NACHA file or download one from Import Data, on the second line of the NACHA file, you will see the Discretionary Data value display starting in the 21st character position from the left (i.e. position 21-40 of Batch Header Record).Screenshot_2023-01-27_103746.png

Other

  • The Invite to Invest option is now disabled for investors in the Cap Table when an eSignature Template has not yet been selected/set up in Add/Edit Classes.
  • In the CRM, “Relationship Manager Tags” has been renamed to “Relationship Manager Types.” This applies to the Add Relationship Manager Page, Advanced Search, and the CRM export.
  • Default text has been added for the Privacy Policy and Terms & Conditions for the New Investor Portal so new accounts in IMS do not need to manually add text here. Existing accounts can populate this default text as well by clicking ‘Reset to Default.’

 

2.10.23 Release | FEATURE ENHANCEMENTS

DocuSign

  • The DocuSign button has been removed from the Add/Edit Class page.
    • Note: Sponsors can still create a project and successfully set up their classes without having to select an eSignature template by toggling Accepting Investments OFF. 

Roles & Permissions

  • Team members with the Project Only and CRM Only roles can now download and upload documents within the ‘My Documents’ section on the Documents page.

For more information on Roles & Permissions, click here.

 

Email Campaigns

  • Any images that have been inserted in the body message of an email campaign will be copied over when duplicating the email.

For more information on Email Campaigns, click here.

 

Segments

  • When adding investors to a Commitment Batch, there’s now a drop-down to Filter by Segment(s) when selecting contacts. This dropdown is enabled once a class has been selected, just like the existing All Contacts drop-down behaves.

 For more information on Segments click here.

 

2.24.23 Release | Resend Emails | Upload Distribution Button

 

Resend Emails

  • The ability to resend emails is now available via the Cap Table! Resend any custom email campaign or portal notification by clicking into an email to view the batch details and clicking the resend email icon for a recipient in the table. For history on emails that have been resent, click on the recipient to expand the sub-table containing that data.Screenshot_2023-02-24_100625.png

"Upload Distribution" Button

  • Sponsors can now quickly navigate to Import Data from the Distributions tab by clicking a newly added button titled "Upload Distribution." Clicking this button will land you on the Single Batch Distribution page in Import Data, and it will have already selected the project you came from for an easier workflow!
    The Add Distribution Batch button has also been renamed to "Run Waterfall Distribution," with no change in functionality.Screenshot_2023-02-24_100342.png

CRM

  • On the Investments tab of a contact's profile, you can now add a "Class" column to the table via the gear wheelScreenshot_2023-02-24_101234.png
  • The tooltip message for the Individual Responsible Parties radio button in Advanced Search Segments has been updated for clarity. It now reads:

"Selecting this radio button will display Individual Responsible Parties for any profile that meets the Search Conditions below.

Please note: Individual Responsible Parties include individual investor profiles, as well as any  individual that is a direct connection as a responsible party to another profile."

 

3.10.23 Release | FEATURE ENHANCEMENTS

 

Advanced Search and Segments Enhancements

  • A “Segment” field has been added to both Advanced Search and Segments so it can now be added as a condition when creating a segment.

  • The ability to filter by Segments has been added to the Add/Edit Class page and Soft Commits.

Custom Document Types

  • When uploading a document, if “Other” is selected as the display folder, a text field will now appear so you can enter a custom name for the folder/document type. If left blank, it will default to “Other” as the folder/document type name.Screenshot_2023-03-10_105908.png

Other

  • Investors can now easily find their investor statements when filtering documents by project in the investor portal. For statements that are tied to multiple projects, the text “Multiple” will be displayed in the Investment column and hovering it will show a list of all the projects.
  • The Tags section in the CRM profile side panel and aside is now collapsible. Additional sections will be added here in the future, and those will be collapsible as well.

 

3.24.23 Release | VerifyInvestor Enhancements

 

Notifications for VerifyInvestor Certificates / Ability to download in Admin

  • Sponsors can now download Accreditation Certificates from Investor Profiles in Admin. They can elect to be notified when certificates have been uploaded to Investor Profiles in the CRM (under My Profile > Notification Preferences). An email will be sent - at the selected frequency in Notification Preferences - that lists all of the investors that have had their PDFs loaded into their profiles. They can then navigate to the Documents tab on an investor profile to preview or download the Accreditation Certificate(s).

Other

  • The Activity Log has been added to the side panel on a contact’s profile and the CRM aside. The section is collapsible and will display the last five entries (not including Investor Portal logins) from the Activity log tab and include the Date, Activity Type, and Modified By email address.
  • The Document Upload notification has been updated to be more general in preparation for upcoming Document enhancements.
    • “COMPANY_NAME has added one or more documents pertaining to your investment(s).”
      has been updated to:
      “COMPANY_NAME has added one or more documents to your portal.”
  • The Investment Request notification has been renamed to "Commitment Request" and the content has been updated to better reflect that it is related to commitments.

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