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ما الجديد
ميزات جديدة وتحسينات وإصلاحات، الأحدث أولاً.
- جديدمديرو الصناديق (GP)
Attach the signed paperwork while you add the investor
- تحسينمديرو الصناديق (GP)المستثمرون
Wire instructions now carry the beneficiary address your bank asks for
- تم الإصلاحمديرو الصناديق (GP)
Imported contributions now count as money already collected
- تحسينمديرو الصناديق (GP)
Investor preview now shows the buttons your investors actually see
- تحسينمديرو الصناديق (GP)
Ask for your positions grouped by holding — and get a table back
- تم الإصلاحمديرو الصناديق (GP)
Add Investor shows unit prices in your holding's currency
- تحسينمديرو الصناديق (GP)
Synced meetings and emails read the way they were written
- تحسينمديرو الصناديق (GP)
Your whole team hears the moment an investor signs
- تحسينمديرو الصناديق (GP)
Call your debt distribution what your loan documents call it
- تم الإصلاحمديرو الصناديق (GP)
Your Payees list stops doubling up
- تحسينمديرو الصناديق (GP)
Raise into a debt tranche — invitations and signing requests now go through
- جديدمديرو الصناديق (GP)المستثمرون
Write the blurb investors read on your opportunity card
- تحسينمديرو الصناديق (GP)
See when a brand color won't be used on your public Opportunities page — and use it anyway
- تحسينمديرو الصناديق (GP)
Find the contact you already have — by any address they write from
- تحسينمديرو الصناديق (GP)المستثمرون
Your verification code submits itself
- تحسينمديرو الصناديق (GP)
Enter capital totals to the cent
- تحسينمديرو الصناديق (GP)
Delete a folder and decide what happens to the documents inside it
- جديدمديرو الصناديق (GP)
Put your own photography across the top of your public Opportunities page
- تحسينمديرو الصناديق (GP)
Import the payments ledger you already have — one investing entity per investor
- تحسينمديرو الصناديق (GP)
Nothing is asked of your investors until you ask — and the ones you defer stay deferred
- تحسينمديرو الصناديق (GP)
Adding a contact now catches an email address you already have on file
- تحسينمديرو الصناديق (GP)
Open a capital call request with a click — and move it along right from its progress rail
- تحسينالمستثمرون
Your opportunity cards now tell you where the deal is, what it is, and what you've committed
- تم الإصلاحمديرو الصناديق (GP)المستثمرون
Shared opportunity pages open for everyone again — images and all
- تحسينمديرو الصناديق (GP)
See what your funds own and have been paid — without their assets crowding your Holdings list
- تم الإصلاحمديرو الصناديق (GP)
A bank account you add to a holding now shows on that holding's Banking tab and overview
- تم الإصلاحمديرو الصناديق (GP)المستثمرون
Sign in with Google and land right where you were headed
- تم الإصلاحالمستثمرون
Repeat payments from a linked bank account go through
- تحسينالمستثمرون
The people you add to an investing entity now get an email inviting them in
- جديدمديرو الصناديق (GP)المستثمرون
See performance in USD across a multi-currency portfolio
- تحسينمديرو الصناديق (GP)
Review your report one partner at a time — and jump straight to any of them
- تحسينمديرو الصناديق (GP)المستثمرون
Distribution emails show investors their own amounts
- تحسينمديرو الصناديق (GP)
See exactly what an import will create or update before anything is written
- جديدمديرو الصناديق (GP)
Choose which opportunity custom fields your investors can see
- تحسينمديرو الصناديق (GP)
Bank account balances now show up front on your holding page
- تحسينمديرو الصناديق (GP)
Emails now sync to your CRM automatically
- جديدمديرو الصناديق (GP)
Add bulk-invited investors to your pipeline in one step
- تم الإصلاحمديرو الصناديق (GP)المستثمرون
Prospects can now see their finalized subscription agreement before an investing entity exists
- تم الإصلاحمديرو الصناديق (GP)
Delete tasks you no longer need
- تم الإصلاحمديرو الصناديق (GP)
NDA templates in active use are protected from accidental deletion
- تم الإصلاحمديرو الصناديق (GP)
Cleaner communication emails
- تحسينالمستثمرون
Your "Continue your investment" email now shows the deal's cover image
- جديدمديرو الصناديق (GP)
Store an Accounting ID on each investing entity
- تحسينمديرو الصناديق (GP)
Pick the right bank account faster when raising capital
- تم الإصلاحمديرو الصناديق (GP)
One pending invitation per teammate — no more duplicate team invites
- جديدمديرو الصناديق (GP)المستثمرون
Investors manage their bank accounts, with every change approved by the GP
- تحسينمديرو الصناديق (GP)
Add a branded hero image to your investor sign-in page
- تحسينمديرو الصناديق (GP)
Reports now live under their holding, with a cross-holding view for discovery
- تحسينمديرو الصناديق (GP)
See remaining and uncalled capital on the holding Overview
- تم الإصلاحمديرو الصناديق (GP)
More accurate ownership percentages for non-unitized holdings
- تحسينالمستثمرون
Clearer bank transfer details when you fund your investment
- تحسينمديرو الصناديق (GP)المستثمرون
Richer cash-flow views: capital account balances, a distribution breakdown chart, and a stacked-area default
- تحسينمديرو الصناديق (GP)
Choose how each investor gets paid when finalizing a distribution
- جديدمديرو الصناديق (GP)
Track check payments in a dedicated Check Tracking view
- جديدمديرو الصناديق (GP)
Publish rich, holding-specific updates right on the investor portal
- تحسينمديرو الصناديق (GP)المستثمرون
Clearer distribution emails, plus finalize and send LP payouts in one step
- تحسينمديرو الصناديق (GP)
See everything about a capital call in one place: status, lifecycle progress, and payment link
- تحسينمديرو الصناديق (GP)
See your sender account balance while setting up a distribution
- جديدمديرو الصناديق (GP)المستثمرون
Add a self-accreditation gate to your 506(b) fundraise landing page