Product Release Notes (Q1 2025)

1.24.25 Release | Feature Enhancements

Banking/Tax Information Export (SDA users only):

All bank accounts will now be included, with the default at the top
Check info will now only show if it’s the default or if there is any information stored in one of the 3 check fields
Disregarded Entity Tax information has now been added to the export

Investment Metrics:

Project Ownership has been added as an available investment metric for the Investor Portal and Investor Statements (calculation = investment amount / total project equity)

Investor Settings:

Clients can now restrict investors from adding their entities on the Investor Portal. This toggle lives under Investor Settings > General Settings > Investor Profile Adding Rights.

Other notable updates:

Shares formatting consistency has been improved
Segment selection is now alphabetically sorted on Advanced Search
Investor Statements will now use the same project order logic as the Investor Portal for investment details
US phone numbers will be displayed in standard formatting on the Contacts table.

2.21.25 Release | Feature Enhancements

Investments associated with distributions can now be deleted! You'll be alerted to the total distribution amount, and given the option to reweight the distribution batches upon choosing to delete. Distribution batches will be out of balance by the amount that was removed if this is not checked.
You can now remove the previously required 'Banking Info' tag from the 'Confirm Investment' notification.
Added a few new log locations so the Data Team can have better visibility to see when changes were made and who made them. This reflects Documents, Basepoints, and Routing Numbers
Addressed some of the issues where certain pages for particular investors/admins were not loading correctly.

3.20.25 Release | Feature Enhancements