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4.25.25 Release | eSignature On Demand

eSignature on Demand

  • Now you can use new or existing eSignature templates to send signature requests to investors without sending an investment request or associating with an offering on the Investor Portal! 
  • Located under the Documents tab, where you can populate the eSignature batch with your intended list of investors and send the request for the documents that need to be signed.
  • For more details on this new feature, see the full article HERE

Investor Statements

  • "Exit Date" has been added as an available table column metric on statements. 
  • You can now use "Statement End Date" for Cash on Cash calculations within a statement.

Email Campaigns

  • The "From" email address is now shown in the email campaign preview.

 

5.15.25 Release | Feature Enhancements

  • Address Line 3 is now in more locations within IMS.
  • Disregarded Entity data is now in the Export by Investment file (K-1 Information must be checked).

 

6.16.25 Release | Feature Enhancements

Investor Statements

US Phone Number Formatting

  • US phone numbers are now auto-formatted as (000) 000-0000 and must contain exactly 10 digits.
  • Applies to: Registration, Profile Management, and SMS Settings.

Project Status in Transaction

  • A new Project Status column is available on the Transactions page.
  • Investors can now view, filter, and export project statuses linked to their transactions.

'Viewed by Sponsor' Accuracy

  • The 'Viewed by Sponsor' label is now only marked "Yes" when viewed by a non-CSR sponsor user.
  • CSR views no longer trigger this status, ensuring accurate visibility tracking.
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Admin Portal Updates

Clearer Banking Preferences Message

  • Updated text under Banking Preferences in Investor Settings > Waterfall/Distributions now reads: “Allow investors to add/edit their bank accounts used for distributions on the Manage Profiles page.”

Improved Access Control for Limited Users

  • For Project Only users, the following are now hidden to prevent 404 errors:
    • Manage Batches
    • Upload dropdown options
    • IMS System Documents table

Disregarded Entity Support for IRA & Trust Profiles

  • Admins can now mark IRA and Trust profiles as Disregarded Entities to use a responsible party’s Tax ID for K-1 reporting.
  • Includes dropdown selection, validation messages, and export support in Entities > Export By Investment.

Wire Transfer Export Fix

  • The Wire Transfer Export now correctly shows the net amount per investor in Column B, instead of the full batch total.
  • If an investor has multiple contributions with the same banking info, they will appear as one row with the combined net amount.
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