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February/March 2022 Releases

As Q1 comes to a close, we have continued to implement minor enhancements in Admin and the New Investor Portal to improve the user experience and add context to some of the functionality throughout the application(s).

Enhancements to Admin

  • Cap Table
    • ‘Distribution Method’ has been added as an available column in the Cap Table (and in the Export)
  • CRM Contacts Export
    • We have added columns for any Primary and Secondary signers in the Contacts export
  • Statements
    • ‘Projects’ and ‘Investors’ have been separated into two new columns in the Investor Statements table
  • Segments
    • We have removed the ‘Type’ column and replaced it with a new column labeled ‘Description,’ which will include the description of the Segment (if a description was saved when creating/editing the segment)

Enhancements to New Investor Portal

  • We have added help text above the 'Recreate Signing Document' button on the final step of the investment wizard to help the investor understand when/why to click it. We have also reduced the size of the button so it’s not as prominent on the page

New Investor Settings

  • The Open Investments toggle now controls the Invested/Open dropdown on the Offering Details page in the New Investor Portal
  • When Open Investments are toggled off, the dropdown will not appear on the Offering Details page, and investors will not be able to view open classes
  • You will now find 'Heading Text' above 'Content' in the Landing Page section of the Investor Portal Design settings

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