Product Release Notes (Q2 2023)

• We’ve added 6 new Sender variables for Commitments when creating an eSignature template. Each of these variables can be added by selecting Sender as the signer and adding a Textbox field to the document. If the data has been added to the commitment, then the information will automatically be pulled into a signing document when the investor is placing a commitment.
  • commit_request_amount —> Commitment Requested Amount
  • commit_request_percentage —> Commitment Requested Percentage
  • commit_accepted_amount —> Commitment Accepted Amount
  • commit_date —> Current Date
  • commit_due_date —> Commitment Batch Due Date
  • commit_goal_amount —> Commitment Batch Goal Amount

Investor Portal - Pinned Entity Tiles

• Sponsors now have the ability to pin up to 5 entity tiles under Open Offerings on the Investor Portal Dashboard. In Investor Settings > Investor Portal Design, there’s a new section labeled ‘Pinned Entity Tiles’ that looks and functions the same as the Entity Tiles selection for the Landing page.
• Any entities added as Pinned Entity Tiles will be pinned to the top of the Open Offerings tab in the order in which they’re added, and highlighted in the account’s accent color (which is also set on the Investor Portal Design page in Investor Settings).

Note: Pinned Entity Tiles stay pinned to the top regardless of any sorting applied to the list of Open Offerings, but a tile will not stay pinned when searching for a specific offering.

• All Users for individual investor profiles have been migrated to a client account-specific format.
• Investors/LPs now have the ability to maintain unique passwords for logging into Investor Portals if they are invested across multiple Sponsors/GPs.
• If an Investor is invested across multiple Sponsors, Admins can now update individual investor email addresses within their own CRM as needed.

6.30.23 Release | Feature Enhancements

Resend Emails from the Cap Table

• We are excited to announce that the ability to resend emails from the cap table is now available! To resend an email directly from a class, click on the document status icon for an investor in the Cap Table to open the Document Status History aside and you will see a resend button inline with the most recent “Sent to —“ log. Click the resend button to resend the signing documents to that recipient. All resends are logged within the aside and also in the email campaign batch itself.
  

CRM Enhancements

• A field for a phone number extension has been to all CRM profiles in Admin and on the Investor Portal.

Documents Enhancements

• In the Upload Document modals, the “Display Folder” has been renamed to “Document Type” for consistency across Admin.
• In Manage Batches, the ability to rename a batch has been added. Note: We are planning to add the ability to rename all documents in upcoming releases.

Other

• • In Investor Settings - on the Investor Portal Design page, under Pinned Entity Tiles - sponsors can now set how Open Offerings are sorted by default for their investors. The options are the same as on the Investor Portal Dashboard, in addition to whether it's sorted in ascending or Descending order.
  • The Project Summary Investors export has been updated to include a column for 'Investor Profile IDs.”
  • The Add Capital Call button has been moved to the right of the Capital Call dropdown selection field so that it is easily accessible for sponsors.