Lernen Sie Neo kennen, Ihren KI-gestützten Co-GP.
Neuigkeiten
Neue Funktionen, Optimierungen und Fehlerbehebungen, neueste zuerst.
- BehobenGPs
A bank account you add to a holding now shows on that holding's Banking tab and overview
- BehobenGPsInvestoren
Sign in with Google and land right where you were headed
- BehobenInvestoren
Repeat payments from a linked bank account go through
- VerbessertInvestoren
The people you add to an investing entity now get an email inviting them in
- NeuGPsInvestoren
See performance in USD across a multi-currency portfolio
- VerbessertGPs
Review your report one partner at a time — and jump straight to any of them
- VerbessertGPsInvestoren
Distribution emails show investors their own amounts
- VerbessertGPs
See exactly what an import will create or update before anything is written
- NeuGPs
Choose which opportunity custom fields your investors can see
- VerbessertGPs
Bank account balances now show up front on your holding page
- VerbessertGPs
Emails now sync to your CRM automatically
- NeuGPs
Add bulk-invited investors to your pipeline in one step
- BehobenGPsInvestoren
Prospects can now see their finalized subscription agreement before an investing entity exists
- BehobenGPs
Delete tasks you no longer need
- BehobenGPs
NDA templates in active use are protected from accidental deletion
- BehobenGPs
Cleaner communication emails
- VerbessertInvestoren
Your "Continue your investment" email now shows the deal's cover image
- NeuGPs
Store an Accounting ID on each investing entity
- VerbessertGPs
Pick the right bank account faster when raising capital
- BehobenGPs
One pending invitation per teammate — no more duplicate team invites
- NeuGPsInvestoren
Investors manage their bank accounts, with every change approved by the GP
- VerbessertGPs
Add a branded hero image to your investor sign-in page
- VerbessertGPs
Reports now live under their holding, with a cross-holding view for discovery
- VerbessertGPs
See remaining and uncalled capital on the holding Overview
- BehobenGPs
More accurate ownership percentages for non-unitized holdings
- VerbessertInvestoren
Clearer bank transfer details when you fund your investment
- VerbessertGPsInvestoren
Richer cash-flow views: capital account balances, a distribution breakdown chart, and a stacked-area default
- VerbessertGPs
Choose how each investor gets paid when finalizing a distribution
- NeuGPs
Track check payments in a dedicated Check Tracking view
- NeuGPs
Publish rich, holding-specific updates right on the investor portal
- VerbessertGPsInvestoren
Clearer distribution emails, plus finalize and send LP payouts in one step
- VerbessertGPs
See everything about a capital call in one place: status, lifecycle progress, and payment link
- VerbessertGPs
See your sender account balance while setting up a distribution
- NeuGPsInvestoren
Add a self-accreditation gate to your 506(b) fundraise landing page